Creating capital projects

Creating a capital project is a process that you can use to manage, add, and define aspects of a project like the project scope, schedule, budget, tasks, and roles. For example, you can define a project team and security access for each team member.

1. In the Menu bar select, Projects > Capital.
2. In the Related Links portal, select Projects > Create a Capital Project.
3. Enter the capital project data on each of the tabs, and select Create Draft.
4. Optional: To apply a template, select More.
5. Activate the capital project.