> For the complete documentation index, see [llms.txt](https://docs.supria.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.supria.com/home/get-started/megaprojects/create-a-megaproject.md).

# Create a megaproject

Follow this sequence to set up a megaproject from scratch: first the workspace, then the megaproject, and finally the areas it contains.

### Before you begin

Before you create a megaproject, the **Workspace Administrator** needs to configure the required permissions.

#### Profiles and permission to create megaprojects

Add users who need access to Supria Workspaces. Assign the appropriate profile: **Workspace Member**, **Portfolio Viewer**, **Portfolio Manager**, or **Administrator**.

The profile type of the person creating the megaproject must have the **Create megaprojects** permission enabled in the workspace.

To grant this permission:

{% stepper %}
{% step %}
In Supria Workspaces, click **Settings** in the left sidebar, or click the <i class="fa-gear">:gear:</i> icon next to your user photo in the top-right toolbar.
{% endstep %}

{% step %}
Click **Workspace Permissions** on the settings bar.

<figure><img src="https://3034122141-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5tBh8jiPf3JuuHTuxYfw%2Fuploads%2FS3Ogw4o5TvdOiNpW1CaY%2Fpermissoes_workspace.jpg?alt=media&amp;token=73d0bc90-344f-47e8-81c0-6ae071eadf64" alt="" width="563"><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Select the profile type of the person who will create the megaproject, then click **Edit**.
{% endstep %}

{% step %}
In the **Megaprojects** section, select **Create megaprojects**, then click **Save**.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
**Learn more:** see [Broken mention](broken://spaces/oQjsE1p7gOdcGqj2h95c/pages/FbrfFBpHpNKg8pbdGWH3) for more information on workspace permissions.
{% endhint %}

#### Project types, units of measure, currencies, and connections

The **Workspace Administrator** needs at least one project type, unit of measure, and currency before creating a megaproject.

{% stepper %}
{% step %}
In Supria Workspaces, click **Settings** in the left sidebar, or click the <i class="fa-gear">:gear:</i> icon next to your user photo in the top-right toolbar.
{% endstep %}

{% step %}
Click the required option (**Project Types**, **Units of Measure**, **Currencies**, or **Connections**) on the settings bar.
{% endstep %}

{% step %}
Click **New**.
{% endstep %}

{% step %}
Enter the required information, then click **Save**.
{% endstep %}
{% endstepper %}

#### **Organizational Structure and Strategic Category**

**Organizational Structure** and **Strategic Category** are metadata that Supria configures when the workspace is created.

{% hint style="warning" %}
The **Workspace Administrator** can edit this metadata as the organization's needs change.
{% endhint %}

To edit a metadata item:

{% stepper %}
{% step %}
In Supria Workspaces, click **Settings** in the left sidebar, or click the <i class="fa-gear">:gear:</i> icon next to your user photo in the top-right toolbar.
{% endstep %}

{% step %}
Click **Metadata** on the settings bar.
{% endstep %}

{% step %}
Select the item you want to edit, then click **Edit**.
{% endstep %}

{% step %}
Make the changes you need, then click **Save**.
{% endstep %}
{% endstepper %}

***

### Create the megaproject

Once the workspace is ready, create the megaproject:

{% stepper %}
{% step %}
In Supria Workspaces, select **Projects** in the left sidebar.
{% endstep %}

{% step %}
Click **New**, then select **Megaproject**.

<figure><img src="https://3034122141-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5tBh8jiPf3JuuHTuxYfw%2Fuploads%2FQ5nC61wPHXmEXgO9AP5d%2Fmegaprojeto.jpg?alt=media&amp;token=abcfcf33-2c4d-4236-afbb-6f73f0fa9be6" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Enter the megaproject's **Main Information**, then click **Save**.

<table><thead><tr><th width="252">Field</th><th>Description</th></tr></thead><tbody><tr><td><strong>Project name</strong></td><td>Name of the megaproject.</td></tr><tr><td><strong>Organizational structure</strong></td><td>A tree field with levels defined in metadata.</td></tr><tr><td><strong>Project type</strong></td><td>A tree field with project types created in workspace settings.</td></tr><tr><td><strong>Project owner</strong></td><td>Person responsible for the megaproject.</td></tr><tr><td><strong>Project manager</strong></td><td>Person who manages the day-to-day work.</td></tr></tbody></table>
{% endstep %}

{% step %}
The Megaproject Portal is created.
{% endstep %}

{% step %}
When it is ready, click **Go to Portal**.

<figure><img src="https://3034122141-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5tBh8jiPf3JuuHTuxYfw%2Fuploads%2FQJV5AML17LJF9WQMTSj1%2Fmegaprojeto_portal.jpg?alt=media&amp;token=234ecea8-a9a6-45ae-a61b-e3480620b176" alt="" width="308"><figcaption></figcaption></figure>
{% endstep %}

{% step %}
You are redirected to the Megaproject Portal, where you can configure the remaining settings.
{% endstep %}
{% endstepper %}

***

### Configure megaproject settings

After you create the megaproject, you are redirected to its portal. Open settings and complete the following steps in order:

{% hint style="warning" %}
**A Megaproject Administrator must complete the configuration.**
{% endhint %}

{% stepper %}
{% step %}
In the Megaproject Portal, click the <i class="fa-gear">:gear:</i> icon next to your user photo in the top-right toolbar.
{% endstep %}

{% step %}

#### Create megaproject structure levels

{% stepper %}
{% step %}
Select **Megaproject WBS**, then click **Edit**.
{% endstep %}

{% step %}
To add megaproject WBS levels:

{% stepper %}
{% step %}
Click **+ New**.
{% endstep %}

{% step %}
Enter the level name in the WBS field.
{% endstep %}

{% step %}
Click anywhere outside the name to confirm it.
{% endstep %}

{% step %}
To change the level, select the row and click <i class="fa-indent">:indent:</i> **Indent**.

* To move it back one level, select the row and click <i class="fa-outdent">:outdent:</i> **Outdent**.
  {% endstep %}
  {% endstepper %}

{% hint style="success" icon="lightbulb" %}
**Suggested structure**: Project → Group → Process
{% endhint %}
{% endstep %}

{% step %}
Click **Save**.
{% endstep %}
{% endstepper %}
{% endstep %}

{% step %}

#### Create area structure levels

{% stepper %}
{% step %}
Select **Area WBS**, then click **Edit**.
{% endstep %}

{% step %}
To add area levels:

{% stepper %}
{% step %}
Click **+ New**.
{% endstep %}

{% step %}
Enter the level name in the WBS field.
{% endstep %}

{% step %}
Click anywhere outside the name to confirm it.
{% endstep %}

{% step %}
To change the level, select the row and click <i class="fa-indent">:indent:</i> **Indent**.

* To move it back one level, select the row and click <i class="fa-outdent">:outdent:</i> **Outdent**.
  {% endstep %}
  {% endstepper %}

{% hint style="success" icon="lightbulb" %}
**Suggested structure**: Phase → Stage
{% endhint %}
{% endstep %}

{% step %}
Click **Save**.
{% endstep %}
{% endstepper %}
{% endstep %}

{% step %}

#### (Optional) Add management companies

If third-party companies manage the megaproject, you can add them:

{% stepper %}
{% step %}
Select **Management Companies**.
{% endstep %}

{% step %}
Click **+ New**.
{% endstep %}

{% step %}
Enter the management company's name.
{% endstep %}

{% step %}
Select the members.

{% hint style="info" %}
Names in the member list come from **Access Directory**.
{% endhint %}
{% endstep %}

{% step %}
(Optional) Add a logo to identify the management company.
{% endstep %}
{% endstepper %}
{% endstep %}

{% step %}

#### (Optional) Add Megaproject WBS levels

{% stepper %}
{% step %}
Select **Megaproject WBS Levels**.
{% endstep %}

{% step %}
Click **+ New**.
{% endstep %}

{% step %}
Enter the level name and its display order.
{% endstep %}

{% step %}
Click **Save**.
{% endstep %}

{% step %}
To delete a level, select the checkbox next to its name. Click the three dots (<i class="fa-ellipsis-vertical">:ellipsis-vertical:</i>) next to **New**, then select **Delete**.
{% endstep %}
{% endstepper %}
{% endstep %}

{% step %}

#### (Optional) Add Area WBS levels

{% stepper %}
{% step %}
Select **Area WBS Levels**.
{% endstep %}

{% step %}
Click **+ New**.
{% endstep %}

{% step %}
Enter the level name and its display order.
{% endstep %}

{% step %}
Click **Save**.
{% endstep %}

{% step %}
To delete a level, select the checkbox next to its name. Click the three dots (<i class="fa-ellipsis-vertical">:ellipsis-vertical:</i>) next to **New**, then select **Delete**.
{% endstep %}
{% endstepper %}
{% endstep %}

{% step %}

#### Add phases

Add the phases that appear in status reports and other features:

{% stepper %}
{% step %}
Select **Phases**.
{% endstep %}

{% step %}
Click **+ New**.
{% endstep %}

{% step %}
Enter the phase name and its order.
{% endstep %}

{% step %}
Click **Save**.
{% endstep %}

{% step %}
To delete a phase, select the checkbox next to its name. Click the three dots (<i class="fa-ellipsis-vertical">:ellipsis-vertical:</i>) next to **New**, then select **Delete**.
{% endstep %}
{% endstepper %}
{% endstep %}

{% step %}

#### Add suppliers

Add the suppliers that work in the areas:

{% stepper %}
{% step %}
Select **Suppliers**.
{% endstep %}

{% step %}
Click **+ New**.
{% endstep %}

{% step %}
Enter the supplier's name.
{% endstep %}

{% step %}
Select the members.

{% hint style="info" %}
Names in the member list come from **Access Directory**.
{% endhint %}
{% endstep %}

{% step %}
(Optional) Add a logo to identify the supplier.
{% endstep %}
{% endstepper %}
{% endstep %}

{% step %}

#### Add disciplines

Add the disciplines used in features such as Histograms and Status Reports:

{% stepper %}
{% step %}
Select **Disciplines**.
{% endstep %}

{% step %}
Click **+ New**.
{% endstep %}

{% step %}
Enter the discipline name and its order.
{% endstep %}

{% step %}
Click **Save**.
{% endstep %}

{% step %}
To delete a discipline, select the checkbox next to its name. Click the three dots (<i class="fa-ellipsis-vertical">:ellipsis-vertical:</i>) next to **New**, then select **Delete**.
{% endstep %}
{% endstepper %}
{% endstep %}

{% step %}

#### Add activities

Add activities linked to each discipline. They support planned, forecast, and actual quantity tracking within each area:

{% stepper %}
{% step %}
Select **Activities**.
{% endstep %}

{% step %}
Click **+ New**.
{% endstep %}

{% step %}
Enter the activity name and its order.
{% endstep %}

{% step %}
Click **Save**.
{% endstep %}

{% step %}
To delete an activity, select the checkbox next to its name. Click the three dots (<i class="fa-ellipsis-vertical">:ellipsis-vertical:</i>) next to **New**, then select **Delete**.
{% endstep %}
{% endstepper %}
{% endstep %}

{% step %}

#### Define approval levels

Define approval levels and each workflow, including approver order and parallel approvals:

{% stepper %}
{% step %}
Select **Approval Levels**.
{% endstep %}

{% step %}
Click **+ New**.
{% endstep %}

{% step %}
Enter the approval level name and its order.
{% endstep %}

{% step %}
Click **Save**.
{% endstep %}

{% step %}
To delete an approval level, select the checkbox next to its name. Click the three dots (<i class="fa-ellipsis-vertical">:ellipsis-vertical:</i>) next to **New**, then select **Delete**.
{% endstep %}
{% endstepper %}

{% hint style="success" icon="lightbulb" %}
**Suggested structure**: Planner > Project Coordinator > Planning Coordinator > Project Manager > Procurement
{% endhint %}
{% endstep %}

{% step %}

#### Megaproject users and permissions

Add users who need access to the megaproject and select the appropriate profile for each:

{% stepper %}
{% step %}
Select **Users**.

* The person assigned as **project owner** is listed as the **Megaproject Administrator**.
  {% endstep %}

{% step %}
Click **+ New**.
{% endstep %}

{% step %}
Select the user and their profile.
{% endstep %}

{% step %}
Click **Save**.
{% endstep %}

{% step %}
To delete a user, select the checkbox next to their name. Click the three dots (<i class="fa-ellipsis-vertical">:ellipsis-vertical:</i>) next to **New**, then select **Delete**.
{% endstep %}
{% endstepper %}
{% endstep %}

{% step %}
After you finish configuration, return to the areas page:

* In the top toolbar, select **Planning and Control** > **Area Center** > **Areas by WBS**.

or

* Click the home icon (<i class="fa-house">:house:</i>) in the navigation structure.

<figure><img src="https://3034122141-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5tBh8jiPf3JuuHTuxYfw%2Fuploads%2FRQqTscx3Vp9CtG9nOKAj%2Fmegaprojeto_home.jpg?alt=media&amp;token=c99a88e7-f01d-4421-9144-c6af46a03921" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

***

### Create megaproject areas

Once the megaproject is configured, create each area using the standard form:

{% stepper %}
{% step %}
On the **Areas** page, click **New** in the top-right corner.
{% endstep %}

{% step %}
Enter the area's main information:

<table><thead><tr><th width="221">Field</th><th>Description</th></tr></thead><tbody><tr><td><strong>WBS</strong></td><td>Select the position in the configured megaproject WBS.</td></tr><tr><td><strong>Area code</strong></td><td>The code used to identify the area in the company.</td></tr><tr><td><strong>Area name</strong></td><td>A descriptive name for the area.</td></tr><tr><td><strong>Supplier</strong></td><td>Select one of the registered suppliers.</td></tr><tr><td><strong>Management company</strong></td><td>(Optional) Select the company responsible for managing the megaproject.</td></tr><tr><td><strong>Owner</strong></td><td>Person responsible for the area.</td></tr></tbody></table>
{% endstep %}

{% step %}
(Optional) Create a schedule for the area:

{% stepper %}
{% step %}
On the creation form, enable **Create Schedule**.
{% endstep %}

{% step %}
The Schedule Information section appears. Enter the schedule details:

<table><thead><tr><th width="167">Field</th><th>Description</th></tr></thead><tbody><tr><td><strong>Name</strong></td><td>Name of the schedule.</td></tr><tr><td><strong>Description</strong></td><td>(Optional) A description to help identify the schedule.</td></tr><tr><td><strong>Connector</strong></td><td>Select one of the available connections.</td></tr></tbody></table>
{% endstep %}
{% endstepper %}
{% endstep %}

{% step %}
Click **Save**.
{% endstep %}

{% step %}
You are automatically redirected to the area's page.
{% endstep %}

{% step %}
Assign the remaining area members:

{% stepper %}
{% step %}
On the area's page, select the icon in the bottom-right corner of the **Members** card.

<figure><img src="https://3034122141-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5tBh8jiPf3JuuHTuxYfw%2Fuploads%2FzGbJh3wouZxXNx6KCVmP%2Fmegaprojeto_area_membros.jpg?alt=media&amp;token=c8861824-12be-45c7-8a74-3feb38f9ce2d" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Search for the user by name, then select their access profile.
{% endstep %}

{% step %}
Click **Send**.
{% endstep %}
{% endstepper %}
{% endstep %}
{% endstepper %}