Creating projects

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To create a project, use any of the following options:

Creating projects from scratch

To create a project from scratch:

  1. Go to Company.
  2. Under Project management, click Projects.
  3. In the Projects catalog, click Create.
    The Project (create) window is displayed.
  4. On the General info tab, enter or select the following:
    Field Description
    Name A project name. You will be able to specify it in business documents.
    Code A project ID. It is automatically generated when you save the project. You can edit it.
    You can add this field to the Projects catalog, then find a project by ID in the catalog.
    Description A short description of a project. For example, a project goal.
    It is for reference purposes only.
    Project manager A project manager name.
    The list of names is based on the list of users registered in 1C:Drive.
    Main project The project that this project is subordinate to.
    The list of projects is based on the Projects catalog.
    Keep the main project blank if you create a standalone project.
    Status A project status. It indicates the project completion progress. As you create a project, it status is set to Open meaning the project is not started yet. You can change the project status. For details, see Monitoring and changing project statuses
    Company A company that runs a project.
    The field is available if the Manage multiple companies checkbox is selected in Settings > Company, under Multiple companies.
    The list of companies is based on the Companies catalog.
    Related to A fixed asset, product, sales order, or work order that a project is arranged for. For example, a project is started to complete a sales order or to manage a company's vehicle fleet.
    It is for reference purposes only.
    This field is available if the Use related items checkbox is selected in Settings > Company, under Project management.
    Counterparty A counterparty that a project is related to.
    The list of counterparties is based on the Counterparties catalog.
    Contract A contract that a project is related to.
    The field is available if the Contracts checkbox is selected in the AR/AP details of the counterparty's card.
    Start date
    (in the Plan section)    		 The planned start date of a project. By default, it is prefilled with the current date. You can change it.
    this date will be the default start date of the first project phase and other project phases that start at the same time as the first one. For details, see Adding project phases.
    End date
    (in the Plan section)    		 The planned end date of a project.
    Start date
    (in the Actual section)    		 The actual start date of a project.
    End date
    (in the Actual section)    		 The actual end date of a project.
  5. On the Settings tab, enter or select the following:
    Field Description
    Use work schedule Indicates whether a certain work schedule is applied for calculating project phase end dates. After you select the checkbox, you can specify a work schedule.
    Work schedule A work schedule applied for calculating project phase end dates.
    Specify it if you want the project phase end dates to be calculated depending on a certain work schedule. For example, specify a 5-day work schedule starting from Monday. Then, if a project phase starts on Monday and lasts 6 working days, the phase end date is shifted to the next Monday.
    The list of work schedules is based on the Work schedules catalog.
    The field is available if the Use work schedule checkbox is selected.
    Duration unit A project phase duration unit. For example, a day. If the Use work schedule checkbox is selected, this is a working day according to the selected work schedule. Otherwise, this is a calendar day.
    The duration unit is applied for project planning to prefill project phase duration and calculate project phase end dates.
    Recalculate phase dates automatically Indicates whether the project phase dates are recalculated automatically when the dates of previous project phases are changed. For example, the start date of the first project phase is shifted three days earlier. Then the start date of the second project phase is shifted three days earlier as well. If the Use work schedule checkbox is selected, these three days are working days according to the selected work schedule. Otherwise, these three days are calendar days.
    Track income and expenses by project phase Indicates whether income and expenses are recorded by project phase.
    After you select the checkbox, you will be able to select project phases in business documents. Posting them will make transaction records with project phase details. Then you will be able to view reports on income and expenses by project phase.

    Note. After you specify the project details and settings, you can save them as a template. For details, see Saving project as template. Then you will be able to create new projects based on this template. For details, see Loading project from template. This will save your time on the project data input.

  6. Click Save and close.

Loading project from template

You can load a project from a saved project template. The loaded project details will include general info, settings (such as duration unit and work schedule settings), and planning details such as project phases, their dates and duration.

To load a project from a project template:

  1. Go to Company.
  2. Under Project management, click Projects.
  3. In the Projects catalog, click Create.
    In the Project (create) window is displayed.
  4. On the General info tab, in the Name field, enter a project name.
  5. Click Load from template.
  6. In the Project templates window, select a template line.

    Note. To view the details of the selected template, click pencil.png.

  7. In the Calculation start date field, set the starting date for calculating the project start date and project phase dates (if the template includes them).
    For example, set the date to 2022/4/30 (Saturday) while the work schedule is a 5-day workweek starting from Monday. Then 1C:Drive will set the project start date to 2022/5/2, analyze project phase dates, and recalculate them starting from 2022/5/2.
  8. Click Select.

Copying existing project

Instead of creating a project from scratch, you can copy the existing project and edit its details. The copied project details include only the general project info and settings. Other project details (such as project phases) you will need to add manually.

To copy the existing project and edit its details:

  1. Go to Company.
  2. Under Project management, click Projects.
  3. In the Projects catalog, do either of the following
    • Select a project line and above the project list, click copy_button.png.
    • Right-click a project line and in the drop-down menu, click Copy.

    The Project (create) window is displayed. The general project info is prefilled.

  4. Edit the project details in the same way as when you create a project from scratch.
  5. Click Save and close.

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