You must create the project registry -- the source of demand -- before you can express the project demand for resources. Resource, skill, and non labor assignments are made to projects. The following steps are required to define projects and the portfolio.
- Register the project in the PDWare database: Insert Project, Database>Save Data.
- Define project attributes: Edit Project and direct entry of values in the project fields.
- Define project resource (labor) plan: Insert/Replace Assignment and direct entry of values in the assignment fields on the Effort Forecasts sheet.
- Define project financial plan: Insert Assignment and direct entry of values in the assignment fields on the Financial Detail sheet in the Financial module.