Starting Projects

Once the right template is selected and all expected tasks have been defined in the Task Planning tabs of the project phases, the project is ready to be started. If the project’s budget is below the template’s budget threshold, project managers can start the project immediately by the given workflow action Start Project. If the budget threshold criteria is not met or if no threshold / budget is defined, project managers will have to request a project approval first. Once this approval is performed, the project will enter its first phase. Such an approval also can be requested even if the budget threshold criteria is met – but in this case, it is optional.

As the project gets started, its Actual dates will be fixed. Further updates to the schedule will only update the expected dates to allow for later comparisons.