Creating a Workspace

Creating Workspaces

PPM users with appropriate permissions can create workspaces directly, or from predefined templates. The permissions include the enterprise role-level permissions Create New Workspaces, Can Create Workspace Without Template and Create Top-Level Workspaces (given by default to users with roles of Administrator, Executive, Resource Manager and Project Manager) and the workspace-level permission Create Child Workspace (given by default to users with a workspace-level role of Manager).

Administrators can create workspaces from either the Administrative Zone or the main PPM window. Administrators can also create workspaces by importing comma separated lists (CSV). For more information, see Importing Workspaces Overview.

Creating Requests

Users with access to the Requests application can also create a request for a workspace. This applies most often in cases where your organization has implemented a process for evaluating possible workspaces using the Resource Planning functionality of PPM. For more information, see Resource Planning Overview.

Note: Workspace text fields like Name and Description do not support hyperlinks or other HTML formatting.

TO CREATE A workspace:

1. Where you begin creating a workspace depends on your location in PPM:
2. From the global Projects tab:

1. Open the Projects application.
2. On the Tab toolbar, click Create Workspace.
   The Create Workspace wizard opens.

• From within a workspace:
  Note: Creating a workspace from within another workspace defaults to creating a child workspace. You can change this during the process of creating the new workspace.

1. In a workspace, click the Gear Menu and Create.
   The Create Workspace wizard opens.

• From the Administrative Zone (available only if you are a PPM Administrator):

1. On the Administration Home page, under Workspaces, click Create Workspace.
   The Create Workspace Wizard displays.

2. Select the type of workspace you want to create from the Type list.
   The workspace types you can choose from are defined by your PPM administrator, based on your organization or industry.
3. Type a Name for the workspace.
   Note: If your administrator has defined a custom name string for workspaces of the type you are creating, the Name field is pre-filled and cannot be edited.
4. Type a Description of the workspace.
5. If you are creating a workspace with start and end dates, type a Planned Start and Planned Finish, or click the Calendar icon and select dates.
   Note: These fields appear only if the Type you chose has a defined start and end.

6. Select a Priority for the workspace.
7. Type the Budget amount for the workspace.
8. Select the current Health of the workspace.
9. If Phase tracking is enabled, select the appropriate phase from the Phase list.
   Note: This option is only available if phases have been enabled for the selected workspace type by your PPM administrator.
10. Click Next Section or the Advanced Settings tab to continue.
    
    Advanced Settings
    
    
11. In the Location box, select a workspace that will be the parent of the new workspace. Select your PPM enterprise if the workspace should be added at the top level of the hierarchy.
    Note: This step is where you control whether or not the workspace will be created as a child of another workspace.
12. Click Next Section or the Custom Fields tab to continue.
    
    Custom Fields
    
    
13. Select any custom fields that you need or want to include.
    Note: Custom fields only appear if they have been created by your PPM administrator.
14. Click Next Section or the Applications tab to continue.
    
    Applications
    
    
15. Select the applications and dynamic applications that you want to include in the workspace.
    Some applications may be required (you cannot clear their option) while others allow you to choose whether or not to include them, their items, or their folders. The applications and your options depend on the template you are using.
    
     If the Tasks application is included in the template, the Start Date shown is the original Planned Start date from step 5.
    
16. Click Finish to create the workspace.
    The screen opens to the Home page for the new workspace.

Related Topics:

• About the Workspace Fields List—An overview of workspace profile and status fields included in the Workspace Fields List.
• Creating a Workspace from a Template—How to create a workspace from a template.
• Deleting a Workspace—How to delete a workspace.
• Generating a Workspace from a Request—How to generate a workspace from a submitted and approved request.
• Projects Overview—About the PPM Projects application.
• Resource Planning Overview—About PPM Resource Planning functionality.

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