• On the idea Summary page, click Convert to Project.

1. Choose Work Type from the drop-down box.
2. Click Continue.

Note: When creating a basic project or gated project, consult with your manager or PowerSteering Administrator to determine whether you are required to use a template. A work template is a pre-built container that allows you to provide a consistent structure for users to build projects upon.

1. In the Name field, type a name for your project.
2. Type a brief description of your project in the Objective field (optional).
3. Click the Location in Work Tree drop-down box, select a location for your project within the Work Tree.
4. Enter or select additional information as needed.

1. Click Suggestions or click in the Find field and enter one or more letters of the user's name, then click Go.
2. From the results list, drag and drop users onto appropriate roles.
3. Click Finish & Create!

See the article How do I assign people to roles? for more information.

• View Summary page of newly created project.