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Lesson 3: Create a workspace

A workspace is a container for modules, views, elements, and a common set of attributes. In this lesson, you create a workspace named Sample Project.
Prerequisite: To create a workspace, you must be a global administrator or have the Workspace global permission.

  1. Click General and select Workspaces.
  2. Click Add Workspace.
  3. In the Title field, type Sample Project.
  4. In the Template field, click IT Portfolio Management.
  5. In the Responsible field, click the Search icon Search to search and add Tim Jeffs.
  6. From the Select the format to display dates and numbers in list, select English-English (United States).
  7. Click OK.
The workspace Sample Project is displayed in the list of workspaces.
In the next lesson, you add Tim Jeffs and Carl Riggs as members to the workspace.

Lesson checkpoint

In this lesson, you created a workspace.
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