create_project
Create a new project in Planview Portfolios by providing a name and parent structure code. Optionally set start and finish dates, and auto-generate default tasks.
Instructions
[LOCAL — write operation. Beta MCP is read-only and cannot create projects.]
Create a new project.
Creates a project using the Planview Portfolios API. The payload should match the CreateProjectDtoPublic schema from the Swagger documentation.
Projects MUST have defined start and finish dates. If dates are not provided, default dates will be set: start date = today, finish date = 6 months from today.
Args: data: Project creation payload. Minimum required fields: - description: Project name/description (required) - parent: Object with structureCode (required) Optional fields: - scheduleStart: Start date (ISO 8601 format: YYYY-MM-DD or YYYY-MM-DDTHH:MM:SS) - scheduleFinish: Finish date (ISO 8601 format: YYYY-MM-DD or YYYY-MM-DDTHH:MM:SS) If not provided, defaults to today and 6 months from today respectively. attributes: Optional list of attributes to return in response create_default_tasks: If True, automatically creates 5 default sample tasks (Project Setup, Requirements Gathering, Design, Development, Testing)
Returns: Created project data from API response. The response may include warnings (e.g., "InvalidStructureCode", "InvalidDefaultValues") which are non-fatal. Projects are created successfully even with these warnings - they indicate configuration issues but don't prevent project creation.
Example: { "description": "Jon's MCP Project", "parent": {"structureCode": "14170"} }
With explicit dates:
{
"description": "My Project",
"parent": {"structureCode": "14170"},
"scheduleStart": "2024-01-01",
"scheduleFinish": "2024-06-30"
}Notes: - See your instance's Swagger docs at {PLANVIEW_API_URL}/swagger/index.html for full schema details and additional optional fields like shortName, attributes, etc. - Warnings are non-fatal: Warnings like "InvalidStructureCode" or "InvalidDefaultValues" indicate Planview configuration issues (e.g., default region code not configured) but don't prevent successful project creation. Check response for warning details.
Note: On create, you MUST provide 'description' (project name) and 'parent' (structureCode of parent work item).
Optional: scheduleStart, scheduleFinish (default to today and +6 months).
For available writable fields, call list_field_reference() to browse by category:
core_identity, dates, progress, status_assessments, investment_scoring,
strategic_classification, wsjf_safe, risk, business_case_text,
lifecycle_roles, financial_metrics, agileplace_integration, swot
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| data | Yes | Project creation payload (CreateProjectDtoPublic). | |
| attributes | No | Optional attributes to return (comma-separated string or list of names). | |
| create_default_tasks | No | If true, create five default sample tasks via SOAP. |