Creating new projects

A Helix Plan project is the top-level container for structuring work and plans for your team. Administrators create new projects for teams.

1. Click Admin.

The Admin area opens.

2. Click Projects.

The Projects list opens.

3. Click New.

The New project dialog box opens.

4. Enter or select the basic project information.

Enter the Project name.
Enter the Sorting name.
Select the Default mode for new users to specify the type of project that users see when they connect for the first time. Use Agile is selected by default. You can also select Use task scheduling. You can switch the default mode for the project at any time. Users can switch the mode based on their preference. See Switching between Agile and task scheduling modes.
To hide the project and change its status to Archived, select This project is archived and is not visible to anyone.

5. Select any Detailed project setup options to indicate the terminology, scheduling method, and task completion method to use in the project.

Select a Method template to specific the terminology to use in the project. For example, you may want to rename 'Quality assurance' to 'Issue tracking'. Scrum, Lean, and eXtreme Programming templates are available. You can also select a custom template and click Edit custom template to change the terminology used in the project.
Select a Scheduling method to indicate how to handle the duration of tasks. See Fixed duration vs. fixed work scheduling methods for more information about these methods.
Select a Task completion method to indicate if task completion should be a percentage or yes/no value.
- Use only Status column to complete scheduled tasks displays yes or no in the Status column to indicate if tasks are complete. We recommend selecting this option to ensure that project status for actual progress and delivered value is as accurate as possible.
- Use Percentage meter and Status column to complete a scheduled task uses a percentage to indicate if tasks are complete.

6. Click OK.

You are prompted to add users to the project.

7. To add users to the project, click Yes.

The Add/remove users dialog box opens.