Delegated project creation

Completing the Create New Project Form in Kahua creates a project for collaboration between GSA and an agency. The project details entered in the form serve as a profile for the project and include the high-level project scope, relevant roles, and the parties assigned to those roles.

Create a project using Project Finder

1. From the Domain Home Page, select Project Finder in the launch bar on the left side of your screen.
2. Navigate to the delegated partition, which is where all delegated projects reside:
   1. Select the house icon in the breadcrumb trail, and select GSA Domain.
   2. Select the Project Finder icon again.
   3. Next, select GSA in the Name column.
   4. Select Central Office and Office of Facilities Management in the Name column.
   5. Select Delegated Projects in the Name column to see your agency’s name.
      • If your agency has a link next to it with the number of projects, select the link. You may need to continue drilling down in order to find your specific bureau or organization.
      • Otherwise, select the name of your agency.
   6. Once you have reached the correct partition, the agency or bureau name is now shown as the project location in the blue bar at the top of the window.
3. Select Project Finder in the launch bar again.
4. Select the New button in the log actions toolbar to open the Create a Project form. If the listed Project Location is correct, click the Next button.
5. Populate all required fields and other applicable information in the project creation form:
   • Short Project Name — Include if it is a cyclical or R&A project. The short name will be combined with the City, State, and Building to become the Project Name. Example: Carpet Cleaning (Cyclical Maintenance).
   • Description — Narrative detailing the purpose of the project. Include the project estimate amount.
   • Project Type — Select Other
   • Project Subtype — Select Delegated Building Projects
   • Scope Indicators — If desired, select items that are part of the project.
   • Building — Select the applicable building. You can type in the building number or the building name.
   • Project Manager — Select the agency Project Manager. The assigned individual will automatically have access to the project and will be able to edit the project record.
   • Property/Facility Manager/Lease Administration Manager — Select the GSA Facility Manager.
   • Project Executive/Sponsor — Select the GSA Regional Delegation Manager, who will route the project for approval within GSA.
   • Agency Bureau — Type in the number or the agency name
6. In the References section, select the Upload button to upload attachments, as needed.
7. Select the Save button at the bottom of the window to create the project. When the screen refreshes, make note of the project number in the log view.
8. Notify GSA personnel that the project is ready for review.
9. Select the project name to open it in the right pane. Click the caret next to the arrow icon and choose Send.
10. In the To field, select the name of the Delegation Manager and the GSA Facility Manager.
11. Select the Copy to Communications box. This will store a list of all messages sent in the project record.
12. Enter the Project Name and Project Number in the Subject line.
13. In the body of the message, let the Delegation Manager and Facility Manager know the project has been created, documents are uploaded, and the project is ready for GSA review and approval.
14. In the References section, upload attachments if necessary.
15. Select the Send button.