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Create a Project

What will be completed

  • Create a new Project in Transform

  • Configure basic project settings

  • Use the project setup wizard

  • Open the Project dashboard

At a glance

Overview

Projects are the delivery containers for transformation work. Projects hold requirements, tasks, tests, and artifacts.

Key Concepts

  • Organization: container that holds Projects

  • Project status: lifecycle state for visibility and reporting

  • Template Project: optional starting configuration copied from a standard Project

How It’s Used

Create a Project at the start of an initiative. Use a Template Project when standard defaults are required.

Benefits

  • Clean separation of work by initiative

  • Consistent reporting and governance within an Organization

  • Faster setup through templates (when enabled)

Setup Steps

1) Open Project creation

If New Project is not available, Project creation access is missing. Review Understanding Access Levels or request access from an Admin.

To start creating a Project:

  • Sign in to Transform

  • Navigate to the Organization

  • Click the New Project (or Add Project) button

The Add Project form will open.

2) Enter Project information

Provide basic details about the Project.

To add Project details:

  • Enter a Project Name (required)

    • Use a clear, descriptive name

    • For example: {Organization} {initiative}

  • Add a Project Description (optional)

    • Brief overview of the Project scope

    • Include key objectives or deliverables

  • Select a Status from the dropdown (defaults to Not Started)

Tip: Include stable context such as an Organization name or initiative name.

3) Set Project timeline

Define when the Project starts and ends.

To set Project dates:

  • Click the Start Date dropdown

  • Select when the Project begins

  • Click the End Date dropdown

  • Select the expected completion date

Tip: Accurate dates improve capacity planning and reporting.

4) Select Template Project (optional)

Copy a template to save setup time (if templates are available in the Organization).

To use a template:

  • Click the Template Project dropdown

  • Select a template (if available)

What gets copied from templates:

  • Project structure and organization

  • Custom fields and settings

  • Standard workflows

Leave this blank to start from scratch.

5) Create the Project

Review entries and create the Project.

  • Review the entered information.

  • Click Submit.

After creation

After creation, the Project opens automatically.

Expected results:

  • Project name in the header

  • Project status indicator

  • Empty work area ready for requirements and tasks

  • Left navigation for Project sections

Best Practices

  • Establish naming conventions before creating many Projects.

  • Set start and end dates early for reporting consistency.

  • Use templates for repeatable governance patterns.

Troubleshooting

New Project button is not available

  • Confirm Project creation permission exists in the Organization.

  • Request Project creation access from an Admin.

Project creation form cannot be submitted

  • Confirm Project Name is filled (required).

  • Confirm end date is after start date.

  • Confirm all required fields are complete.

Project details are incorrect after creation

  • Edit Project settings after creation.

  • Update name, dates, and other fields in Project details.

Summary

Next steps:

Support:

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