Creating a project on the Wavity Project Portfolio Management Solution is a straightforward and user-friendly process.
Users with PMO Manager access have the ability to create new projects.
Note: The following steps serve as sample instructions and can be customized based on specific requirements. However, the core workflow remains consistent.
After logging in with their credentials, users will land on the PMO Persona dashboard.
From the Quick Links, users can create new projects, view pending projects, and review projects they have created.
In the Pending PMO Approval table widget, a PMO Manager can approve projects submitted by other PMO users.
From Pending Portfolio Manager’s Approval table widget lists all projects awaiting approval by the Portfolio Manager.
To create a project, click on Create Project from the Quick Links.
In the Project tab, under the Information section, users must fill in all required details.
When creating a project, the system automatically populates the Created By field with the user’s name and the Created On field with the current date.
Enter the Project Name in the field and select the Project Priority from the dropdown.
Choose the appropriate Business Unit from the dropdown, and enter the Total Project Hours required to complete the project.
Select the Proposed Start Date and the Estimated Completion Date.
If there are any relevant documents, they can be uploaded under Project Documents. Additionally, users may enter the Objectives/Goals and Description of the project.
Once all required information is filled in, click the Save button to create the project.
Any other user with PMO Manager access can review and approve the newly created project.
