Creating projects

Create projects to centralize your workpapers and communications.

What is a project?

A project is a management system that allows you to define objectives, risks, and controls, perform tests, and compile information for reporting purposes. Projects may also be known as programs or engagements.

Note

Interface terms are customizable, and fields and tabs are configurable. In your instance of HighBond, some terms, fields, and tabs may be different.

How can I create a project?

You have three options for creating a project:

Option Useful if you want to:

Start a new project

start a project from scratch

Create a project from a project template

use a project template as a starting point for your project

Rollforward a project

create a project from an existing active or archived project to copy and reuse planning and previously configure settings

Tip

You can create a project as part of the assurance plan setup process. For more information, see Defining assurance plans.

What is the best option?

The best option to choose depends on your requirements and the availability of an existing active project, archived project, or template that matches your needs. You can always customize the project to coincide with the terminology and needs of your organization.

For more information, see Customizing terms, fields, and notifications.

Permissions

Only Project Admins and Project Creators can create projects. Professional Managers can rollforward projects they have access to.

Start a new project

Start a project from scratch.

Note

Rich text fields cannot exceed 524,288 characters.

  1. Open the Projects app.

    The Projects homepage opens.

  2. Select New > New Blank Project.
  3. In the Begin a New Project page, enter the following information:
    FieldDescription
    Name

    Enter a descriptive name for the project.

    The maximum length is 120 characters.

    Description

    optional

    Specify any additional general information you want to record about the project.
    Project Type

    Select the appropriate project type from the drop-down list.

    The labels and terminology used in Projects are dependent upon the project type that you select. For more information, see Workflows and project types.

    Status

    Select the appropriate status to classify the project for workflow management or reporting purposes.

    For more information, see Configuring project statuses.

    Fieldwork Start DateSelect the date your project is scheduled to begin.
    Target CompletionSelect the date your project is scheduled to be completed.

    Budgeted Hours

    optional

    Specify the total number of hours that have been allocated for the project.
  4. If you select one of the project types under Internal Control Projects, complete the following fields:
    • How many rounds of testing will be performed? – Select the option that corresponds to the number of testing rounds you want to perform.

      Note

      When you first create or rollforward a project, the number of testing rounds you choose becomes locked in. You can't change the number of testing rounds after saving the project.

    • What is the maximum sample size for testing? – Enter the value to use as the maximum sample size.

      The default value is 25.

  5. Click Save.

    Result The new project is created.

Create a project from a project template

Use a project template as a starting point for your project. For more information about the available project templates, see Using project templates.

Note

Rich text fields cannot exceed 524,288 characters.

  1. Open the Projects app.

    The Projects homepage opens.

  2. Select New > New Project from Template.
  3. Click Use Template next to the template you want to create your new project from.

    The Project Rollforward form opens.

  4. In the Project Rollforward form, modify the default values in any of the following fields, and click Rollforward.

    Result The new project is created.

    FieldDescription
    New Name

    Enter a descriptive name for the project.

    The maximum length is 120 characters.

    New Description

    optional

    Specify any additional general information you want to record about the project.
    Project Type

    Select the appropriate project type from the drop-down list.

    The labels and terminology used in Projects are dependent upon the project type that you select. For more information, see Workflows and project types.

    Status

    Select the appropriate status to classify the project for workflow management or reporting purposes.

    For more information, see Configuring project statuses.

    Fieldwork Start DateSelect the date your project is scheduled to begin.
    Target CompletionSelect the date your project is scheduled to be completed.

    Budgeted Hours

    optional

    Specify the total number of hours that have been allocated for the project.

Rollforward an active project

Rollforward an existing active project to copy and reuse planning and previously configured settings to set up a similar project.

  1. Open Assurance Plans.

    The Assurance plans page opens.

  2. Create a new assurance plan or navigate to an existing assurance plan.
  3. Click + Add to plan and click Rollforward project.
  4. Select the active project that you want to rollforward and add to the assurance plan, and click Continue.
  5. Provide basic information about the new project, and click Continue.
  6. Review and finalize the project, and click Save and rollforward project.

    Result The new project is created and added to the assurance plan.

Rollforward an archived project

Rollforward an existing archived project to copy and reuse planning and previously configured settings to set up a similar project.

Note

Rich text fields cannot exceed 524,288 characters.

  1. Open the Projects app.

    The Projects homepage opens.

  2. Under Planning And Results, select Project Library.

    The Project Library page opens.

  3. Click the overflow button , and click Rollforward.

    The Project Rollforward form opens.

  4. In the Project Rollforward form, modify the default values in any of the following fields, if necessary:
    FieldDescription
    Select an Organization

    Select the appropriate HighBond instance to rollforward the project to.

    To search for a HighBond instance, enter a keyword in the search box. Results are automatically filtered as you type.

    New Name

    Enter a descriptive name for the project.

    The maximum length is 120 characters.

    New Description

    optional

    Specify any additional general information you want to record about the project.
    Project Type

    Select the appropriate project type from the drop-down list.

    The labels and terminology used in Projects are dependent upon the project type that you select. For more information, see Workflows and project types.

    Status

    Select the appropriate status to classify the project for workflow management or reporting purposes.

    For more information, see Configuring project statuses.

    Fieldwork Start DateSelect the date your project is scheduled to begin.
    Target CompletionSelect the date your project is scheduled to be completed.

    Budgeted Hours

    optional

    Specify the total number of hours that have been allocated for the project.
  5. Optional. Include project results Select this option to include planning files, results fields and files, execute procedures / walkthroughs, tests, issues, actions, and latest versions of attachments in the project.
  6. Click Rollforward.

    Result The new project is created.

Add multiple projects

For information about adding multiple projects at once, see Bulk uploading projects.