Creating a Project

PM360 offers three ways to create a new project.

Option A: Manual Creation

1. Click New Project from the dashboard or project list
2. Fill in required fields:
   • Project Name
   • Project ID (auto-generated or custom)
   • Owner and Sponsor
   • Start Date and End Date
   • Budget Baseline
   • Methodology
3. Add stakeholders
4. Click Create Project
5. The system automatically creates the first baseline

Option B: AI-Guided Charter Wizard

1. Click New Project > AI-Guided Setup
2. Select a governance profile (e.g., Standard IT, Infrastructure, Quick Win)
3. The AI assistant guides you through a conversational setup
4. Answer questions about scope, objectives, stakeholders, and budget
5. Review the AI-generated project charter
6. Confirm to create the project with pre-populated fields

Option C: Import from Document

1. Click New Project > Import Charter
2. Upload a PDF or DOCX charter document
3. AI extracts project details automatically
4. Review and adjust extracted data
5. Confirm to create the project