Tutorial: Creating an Organization and Project

Overview

Organizations separate work by client, department, or business unit.

Projects contain delivery work for one transformation initiative.

Key Concepts

• Organization: top-level client or department container
• Project: delivery container inside an Organization
• Scope: current Account → Organization → Project context

How It’s Used

Use this tutorial during initial rollout.

Use this tutorial when onboarding a new Organization.

Benefits

• Clear separation of work across organizations
• Cleaner access control by scope
• Faster navigation with fewer “wrong project” edits

Setup Steps

1

Create an Organization

1. Navigate to Organizations.
2. Select New organization.
3. Enter an Organization name.
4. Select Create.

Related: Create an Organization

2

Create a Project

1. Open the Organization.
2. Select New project (or Add project).
3. Enter a Project name.
4. Select Create.

Related: Create a Project

3

Confirm scope and navigation

1. Open the Project.
2. Confirm breadcrumbs show the correct Organization and Project.
3. Use left navigation to open Requirements and Tasks.

Related: Understanding the Interface

Best Practices

• Use one Organization per client or department.
• Establish a Project naming convention early.
• Invite Teammates at the lowest scope that works.

Summary

Next actions:

• Add Teammates
• Understanding Access Levels
• Blueprint Fundamentals