Projects - Overview

Our project methodology reflects a simple, project standard methodology:

Project Strategy

• Business Case including Project Charter/Plan and ROI (Return on Investment)
• Prioritize Projects
• Project Alignment with Business and Business Strategy

Project Implementation

• Project Phases
• Project Schedule (Milestones and Tasks)
• Project Meeting and Project Communication
• Project Close-out and Lessons Learned

The Project Strategy piece typically establishes the ROI, alignment to strategy, regulatory requirements, or improving a scorecard goal.  Project Implementation follows after the projected has been accepted, created in the application and prioritized.

In the application, a project is created on the Org or Department Tab. This action immediately creates a project tab, with the name of the project.  When Team members are added, the projects are listed on the My Work tab for the individual team members, as well as any tasks specific to the individual User named on the Project are added to the team member's My Work Tab.

The Help video on Project Overview 

1. Overview of Project Methodology

2. Organization and Department Tabs (Project Portfolio View)

3. Project Tab

4. People Tab (Project and Project Task View)

5. Project Reporting