Who can use this capability
Resourcing Administrators, Portfolio Editors, and Project Editors can create new projects.
All projects must have a defined Project Type (Confirmed, Tentative, or Internal) in Resource Management.
A project type will associate all assignments of that project with a specific color, so you can easily see what types of projects your team is assigned to on the Schedule.
There are three project types: Confirmed, tentative, and internal.
Confirmed projects show as blue on the schedule and project pages. Confirmed projects are approved; your team can start their work. For consulting companies, these projects are typically billable and have a signed contract from the client.
Tentative projects show as gray on the schedule and project pages. These are projects that you want to schedule, but they’re not yet approved.
For consulting companies, you can create projects before you have the signed contract from the client by designating a project as a tentative project type. Creating tentative projects allows you to see the budgeting implications of the project on your resourcing plan before it begins. Once the contract is signed, you can change the project type to confirmed.
Think about when you want to add the project to Resource Management. Many companies add projects as tentative when they’re 75% sure they’ll be doing the work.
Internal projects show as purple on the Schedule and project pages. Internal projects are unique to your team or business. For consulting companies, these projects are typically non-billable.
If you’re tracking time in Resource Management, you may want to create a few internal projects for your team to track their hours on general business activities such as team meetings, marketing, or new business development.