Try It!

All new projects should be created in Sensei IQ.  This allows you to capture key high-level information about the project and most importantly define the project type.


To define a new project:

1.  Create a new project

1. Ensure you are in Projects area and click Projects in the Leadership section.
   
   
2. Click +New Project from the command bar.
   
   
3. Fill in the Name field.
   
   
   Important: It is mandatory and it should be clear and concise to help users identify the project in screens, reports, and dashboards
   
   
4. Provide additional details about the project in the Description field.
   
   
5. Select the Project Type based on organizational standards to define the type of project being created.
   
   
6. Select the Project Schedule source and External Project (if appropriate)
   
   
7. Click Save to create the project.
   
   

2.  Capture project details

1. Complete the Summary and Business Case panes (or the appropriate forms defined by your organization’s Project Type).
   
   

3.  Define the project sponsor

1. Identify the individual who is the project sponsor as this field is used for filtering views and reports. Select the Down arrow in the header area.
   
   
2. Type the name in the Project Sponsor field (following your organization’s naming policies) to find and click on their name select the appropriate individual.
   
   
   

4.  Define the project team

1. Identify the team members by creating a Microsoft365 group specific to the project or associate the project to an existing group based on organizational policies by clicking on Group Members.
   
   
2. Search for and select the team members for the project.
   
   
3. Click Create to create the new group.
   
   

5.  Link the project with an external execution tool (if appropriate)

1. Click Link a project.
   
   
2. Search for and select the external project.
   
   

6.  Associate the project with a portfolio or program (if appropriate)

1. Select the Down arrow in the header area.
   
   
2. Select the Portfolio or Program from the drop-down lists. If required, you can create a new one at this time.
   
   

Download Job Aid: Creating a new project

---

_{Disclaimer: Some images in the instructional video and text instructions contained herein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates. Ensure that you are already an enabled user in the Sensei.IQ for Project application and check out the What’s New page. Contact your system administrator for any assistance.}