Fabrikam Project Management

Guide — Creating a Project

  1. Open Fabrikam Projects list.
  2. Choose New – Project No. auto‑assigns from FPMPROJ.
  3. (Optional) Select a Project Template to apply default budget & duration.
  4. Enter / adjust: Description, Priority, Start Date, End Date, Budget Amount.
  5. In the Fabrikam Tasks subpage, add a new line and set Description, Type, Status, Planned Hours (Task No. auto‑assigns).
  6. (Optional) Use Apply Template Tasks or Generate Tasks (AI) in future.
  7. (Optional) Add Comments (blank Task No. = project-level comment).
  8. (Optional) Open Fabrikam Resource Assignments to allocate resources with Resource No., Role, Allocation %, Start/End dates.
  9. (Optional) Recalculate availability on pools if assignments significantly change load.
  10. Monitor progress and adjust tasks / assignments as needed.