03. Projects

When you have a project and are ready to begin to work with your project team, the first step is to create a PMT project.

More about "PMT project"

Create a new project

To create a new project, select "(+) Create new project" under "Projects" from the top global navigation.

This form is used to quickly create a new project. More information on the project—such as project URL, Wiki category—can be added later in editing mode. All fields in this form can be changed later in editing mode.

• Project name: This is a required field. Please don't leave this empty.
• Description: A brief description of the project. This field supports Markdown and simple HTML for formatting. For Markdown formatting, please see the Markdown syntax cheat sheet for syntax rules.
• PMT view: If a PMT project is marked "Public", any user in the PMT may view items in it and add items to it. "Private" projects are only accessible to those explicitly assigned to it.
• Proposed release date: This is a required field. The proposed release date is used to create the default Final Release milestone target date, and to some extend, used as the projected completion date of the project. You can change this date by editing the Final Release milestone after you create the project.
• Wiki category: The name for the project's category on CCNMTL Wiki. For example, if the URL of your project's Wiki page is http://wiki.ccnmtl.columbia.edu/index.php/Category:WACEP, then you type WACEP in this field.

Edit project

Once you've created your PMT project, you may want to edit or add more information, and you can do it through the editing mode from the menu items on the right sidebar.

• Project name: This is a required field. Please don't leave this empty.
• Project number: This is the number assigned to each project manually. The number should correspond to the project's directory in Syd server. Note however that not all projects have project numbers, and if this is the case, you can leave this blank.
• PMT view: If this field is checked, any user in the PMT may view items in it and add items to it. Otherwise, the project is only accessible to those explicitly assigned to it.
• Caretaker user: Generally, the "caretaker" is the project manager. However, there are a lot of "projects" in the PMT aren't necessarily formal projects that has a project manager. The primary responsibility of caretaker is to assign items that come in from someone outside the project. For example, if there are 5 developers working on a project and a user not assigned to the project wants to report a bug but has no idea who's working on what part and who they should assign it to, they assign it to "caretaker". The caretaker user then should look at it, figure out who it belongs to and reassign it to them. By default, the user who creates the project entry in the PMT is made the caretaker.
• Description: A brief description of the project. This field supports Markdown and simple HTML for formatting. For Markdown formatting, please see the Markdown syntax cheat sheet for syntax rules.
• Proposed release date: This is a required field. The proposed release date is used to create the default Final Release milestone target date, and to some extend, used as the projected completion date of the project. You can change this date by editing the Final Release milestone after you create the project.
• Wiki category: The name for the project's category on CCNMTL Wiki. For example, if the URL of your project's Wiki page is http://wiki.ccnmtl.columbia.edu/index.php/Category:WACEP, then you type WACEP in this field.

; Description : A brief description of the project. This field supports Markdown and simple HTML for formatting. For Markdown formatting, please see the Markdown syntax cheat sheet for syntax rules.

; Project URL : This is the final URL for the project. The URL may also be known as production site URL.

; Information URL : URL for the project portfolio or similar information.

; Evaluation URL :

; Wiki category : The name for the project's category on CCNMTL Wiki. For example, if the URL of your project's Wiki page is http://wiki.ccnmtl.columbia.edu/index.php/Category:WACEP, then you enter WACEP in this field.

; Status :

; Released :

; Poster project :

; Type :

; Discipline :

; Restricted :

; Approach :

; Scale :

; Distribution :

Add personnel

To add more personnel to the project, click "''Personnel''" tab on the Project's page. Select from the list whom you'd like to add into the project.

To remove a personnel, hover your cursor over the name, then click ''remove''.