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Create a new project

When creating a new project, you can choose to schedule the project from a start date or a finish date, and you can define specific file properties to help you organize or find your project.

Create a new project

After you have created a new project, you can save it locally or you can save it as an enterprise project on Project Server. If you want to save the project as an enterprise project, we recommend connecting to Project Server before creating the project. New enterprise projects use the enterprise global template that your organization has created, by default.

  1. Click New Button image .

    Tip: You can also create a new project by clicking New on the File menu. In the task pane, under New, click Blank Project.

  2. On the Project menu, click Project Information.

  3. To schedule a project from the start date, type or select the date that you want your project to start in the Start date box.

    To schedule a project from the finish date, click Project Finish Date in the Schedule from box, and then type or select the date that you want your project to finish in the Finish date box.

  4. To include any enterprise custom fields in the project, review the list of fields in the Enterprise Custom Fields section, click the Value field for a custom field, and then select the value.

    If your organization has defined any required enterprise custom fields, indicated by an asterisk (*) after the field name, you must enter values for them. If you don't enter values for required fields, then you are unable to save the project. If you don't know the values to enter for any custom field, check with your project manager or server administrator.

    Notes: 

    • You can also use the Project Guide to help you through the process of setting up a new project. Find links to more information about the Project Guide in the See also section.

    • If you need to find out how late you can start a project and still finish by a particular date, you can choose to schedule the project from the finish date. However, when work begins on the project, we recommend that you change this setting to schedule from the start date.

    • If your plans change, you can change this initial project information at any time by clicking Project Information on the Project menu. However, if you have actual data, such as actual start or finish dates, applied to tasks, the tasks will not be rescheduled based on the updated project information. In addition, if you have constraints on tasks, moving the project's start or finish date won't necessarily move all tasks relative to the new date. Find links to more information about moving a project's start date in the See also section.

    • If you save this project locally, and then decide to save it as an enterprise project on Project Server at a later time, the project will be updated with settings from the enterprise global template at that time. Your project may be updated with different views, tables, fields, and other items. In addition, any formatting that is inconsistent with the enterprise global template will be lost. If you have created items in your project that have the same names as items in the enterprise global template, you will be prompted to rename them.

Define file properties for your project

To help you organize or find your projects, you can enter file properties for them, such as a descriptive title, a subject, a project manager, or a comment.

  1. To enter basic file properties for the active project, on the File menu, click Properties, and then click the Summary tab.

  2. Type the relevant project information in the file properties boxes.

  3. To add custom file properties for the active project, click the Custom tab.

  4. Type the relevant information in the Name, Type, and Value boxes, and then click Add.

Note: For printing purposes, you can also add these project details to the header, footer, or legend of a project view or report.

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