• Article

Create or edit a project or proposal (Project Server 2010)

 

Applies to: Project Server 2010

Topic Last Modified: 2011-04-13

In Microsoft Project Web App, you can create a new project or proposal, or edit an existing one, in the Project Center. The process for creating a new project or proposal is slightly different from the process for editing an existing one.

Create a new project or proposal

Watch a video of the following procedure

  1. On the Quick Launch, under Projects, click Project Center.

  2. On the ribbon, click the down arrow below New, and then choose how you want to create the new project or proposal. You can choose to use an existing SharePoint list, or you can use one of the enterprise project types.

  3. On the project detail page that appears, type the appropriate information in the Name, Description, Start Date, and Owner boxes, and then click Save.

  4. Complete as much information as you can on the project detail pages that follow. After completing a page, click Save, and then click Previous or Next on the ribbon to navigate between project detail pages.

  5. To change the enterprise project type, click Change EPT, and then choose a different type on the box that appears.

  6. If the project or proposal is associated with a workflow with multiple stages, you can click Submit to kick off the workflow after you have added as much information as you can on the project detail pages.

Edit a project or proposal

Watch a video of the following procedure

  1. On the Quick Launch, under Projects, click Project Center.

  2. Click the name of the project or proposal you want to edit in the list.

  3. On the ribbon, click Edit to check out the project and make changes.

  4. Update the information on each of the project detail pages. After updating a page, click Save, and then click Previous or Next on the ribbon to navigate between project detail pages.

  5. To change the enterprise project type, click Change EPT, and then choose a different type on the box that appears.

  6. Once you have made and saved your updates, click Close to check the project back in, or click Submit to move the project or proposal to the next stage or phase in the workflow.