User roles:  ✔ Project Access   ✔ Project Submission  


Creating a Project or a Program - is as simple as Create Button

 


You need to be specifically permissioned to create new projects and programs in Fluid.
				
If you don't have New Project or New Program available to you in the drop down you will need to contact your system administrator to give your account Project Submission access.



From the drop down, select whether or not you want to create a Program...


 

... or a Project...


 


Populate the required details into the dialog and click on Create Program or Create Project accordingly.


You will be navigated directly to the workspace of your new program or project. 


You can learn how to manage your project workspace here.




Difference between projects and programs


Although projects and programs both have a workspace and are managed in much the same way - there are a two fundamental differences to take note of:


  • Programs do not have their own financials, benefits or on-going costs. In Fluid, program financials are a roll-up of the financials for all the underlying projects. Financials cannot be managed or edited at a program level - so changes would have to be made on linked projects to affect the program's reported financials. To manage financials at a program level you can either:
    • create a single project linked to your program where you only manage financials.

    • create your program as a Fluid project.  


  • Programs do not have their own resource plans. As for financials, resourcing is a roll-up to the program of all underlying projects. To manage resourcing at a program level you can either:
    • create a single project linked to your program where you only manage resourcing.

    • create your program as a Fluid project.