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How to Create a New Project (also called a Release)

This feature is available in Catalyst, Enterprise, and Ultimate editions.

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To create a project, your project role must be set to Project Administrator or higher.

In Lifecycle, the terms "Project" and "Release" are used interchangeably.

How to Create a New Project/Release

  1. Select Admin > Projects.

  2. Expand the System (All Projects) project. The "System (All Projects)" project sits at the top level of the project tree and was automatically created when Lifecycle was set up. We recommend that you create all of your projects/child projects underneath it to retain the flexibility to scale the project tree in the future. To learn more, see Understanding System (All Projects).

  3. Click on the Add Child Project button next to the parent project under which you want to create the new project.

  4. Enter the project details as appropriate. Refer to the Project Fields table for descriptions.

The Title and Begin Date fields are the only required fields.

Project Fields

Field

Action

Description

Title

Type the name of the project.

The name of the project/release as it displays in the Project Tree.

Parent Project

This field is pre-populated with the name of the parent project. Click on the name to view additional details.

The the name of the project that is one level higher in the Project Tree hierarchy.

Iteration Schedule

Click on the magnifying glass to assign an Iteration Schedule to the project.

The Iteration Schedule assigned to the project. See Iteration Scheduling.

Planning Level

Select one of the following:

Enterprise

Portfolio

Value Stream

Release Train

Program Increment

 

Indicates how the specific node is being used in the Project Hierarchy.  The values for the drop-down are specified in the Administration section on the Global tab under List Types

When this attribute is set on a Project, any new child project will automatically be assigned the next value from the list.  This behavior is identical to how Portfolio Item types are assigned.  Additionally, the label on the Add button in Release Planning is automatically set to show the next value in the list; so instead of always seeing "Add Project", you may see something like "Add Release", or "Add Program Increment".  The Planning Level attribute is visible on Project hovers and is available on Project Grids as a column or a filter.  The Project Timeline can be filtered on this attribute as well.

Description

Type a narrative description of the project.

This is a free-form WYSIWYG field that allows you to add expanded details about the project.

Budget

Type in the budget amount.

The allocated budget amount for the project/release.

Begin Date

The date the project begins.

The date the project begins. This field is required.

End Date

The date the project ends.

The date the project ends. This field is optional (see note below).

Status

Select the status of the project.

Indicates the status of the project. See List values for information on how to define status levels.

Owner

Type the first three characters of the project owner's name.

The person to contact if you have questions.

Target Swag

Type in the Swag amount.

The amount of Swag you expect to be delivered in the project.  Useful when planning (see note below).

Target Estimate Points

Type in the Target Estimate amount.

The amount of Estimate you expect to be delivered in the Project. Useful when planning (see note below).

Test Suite

Select a TestSuite from the drop-down list.

The TestSuite assigned to the project.

Pipelines

Select a Pipeline from the drop-down list.

Pipelines assigned to the project.

Reference

Type any additional project information.

Free form short text field for information about the project.  Sometimes this is used to capture an external reference number for the project.

If using Release Capacity Planning, enter values in the Target Swag, Target Estimate values and/or End Date fields.