Creating Design Projects

Purpose

As a Project Owner, create a new Design Project to plan, execute, and document product development activities.

Prerequisites

Installation Package: CQ Core, CQ Design Extension, CQ Management Review Dashboard Extension

Product: ProductQuest

Function: Design Projects

User Profile: Standard User

Permissions: CQ Base User PSG, CQ Design Owner PSG

Steps

1. Open App Launcher, search for Projects to open the Projects tab. Then click New.

2. Specify this information:

   • Title
     Provide the Design Project title.

   • Description
     Provide the Design Project Description

   • Goal(s)
     Provide the Design Project Goal(s)

   • Project Category
     Specify the Design Project Category

   • Actual Start Date
     Specify the Design Project Actual Start Date.

   • Due Date
     Specify the Design Project Due Date.

   • External Gantt
     Specify the URL for the external file containing the External Gantt chart, if needed.

   • Org. Division
     Specify the Org. Division, if applicable.

   • Org. Business Unit
     Specify the Org. Business Unit, if applicable.

   • Org. Region
     Specify the Org. Region, if applicable.

   • Org. Site
     Specify the Org. Site, if applicable.

   • Department
     Specify the Department, if applicable.

3. Click Save. To add another Design Project record click Save & New.

Expected Outcome

• The Project record is created and assigned a unique number.

• The Owner of the Project record is set to the user who created it.

• The Project record is in a Draft Status and Draft Stage.

• The record is ready for adding team members, approval policies, and initiation.

Additional Resources

ComplianceQuest

• Adding Team Members to Design Projects

• Setting Workflows for Design Projects

• Initiating Design Projects