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Create an RPA Project

An RPA project consists of a business process to be automated and a team that is responsible for the automation.

You can create projects in the following RPA Manager views:

  • RPA Home

  • My RPA > My Backlog

  • My RPA > My Processes

  • Process Evaluation > Process Evaluation

  • Process Automation > Process Management

  • Process Automation > Process Management > <Category>

Before You Begin

  • Ask an organization administrator in Access Management to assign you the required permissions:

    Action RPA Permission Deprecated RPA Permission

    Start the automation of a process.

    RPA Automations Designer, RPA Automations Contributor, RPA Automations Manager, RPA Administrator

    Process Automation Open, Process Create

Create a Project From RPA Home

Create a project from the RPA Manager home page:

  1. Open the Home module of RPA Manager.

  2. Click the quick link New Process or Evaluation.

  3. Click Process.

  4. Complete the New Process form.

  5. Click Start Automation.

Create a Project by Starting Automation from an Approved Evaluation

The standard way of automating a process begins with evaluating the feasibility and benefits of the process automation in the Process Evaluation module. RPA Manager shows approved processes in the backlog views of the My RPA module.

Learn how to start the automation of approved processes from there in topic Starting Automation of Approved Processes.

Create a Project From Other Views

To create a new project from any of the views listed at the beginning of this article:

  1. Open the view.

  2. Click New Process.

  3. Complete the New Process form.

  4. Click Start Automation.

Process Project Data

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See Also

Preparing Projects