Projects

Creating a Project

To create a project, click on the the Organization or Department tab, select the Add symbol in the Project Module to open the Create a Project edit window.

Input the data that will provide Users with information about the project:

• Project Name (keep this short, you can add a description later)
• Project Color (tells the other viewers about the “health” of the project)
• Status (how resources are being used in relation to the project status i.e. current – currently being worked on, queued – waiting for resources to work on it, long-term queued, completed, etc.)
• Phase (project phases i.e. business case, design, construction, testing, production, etc.)
• Dates – Projected and Actual
• Rank – you can drag and drop the project to the order of priority you desire
• Click “Update” to save the information.

After you have created a project, filled in the information shown above, you can click update and begin to enter the information for the following items. 

• Add Project description (use short name for the project name - and more detail of the project in Project description)
• Add Project Team Members (Consultant, Sponsor, Leader, and Member)
• Add Scope and Evaluation Criteria
• Add Tasks
• Add Related Documentation for the Project
• Add Project meeting dates
• Add Metrics for the Project

The Help video on Creating and Editing Projects 

1. Creating/Editing the Project
2. Adding Project Detail (Status, Dates, Project Phase, And Project Color Code)
3. Adding The Project Team Members
4. Team Consultant Role
5. Team Sponsor Role
6. Team Leader Role
7. Team Member Role
8. Adding Project Scope and Evaluation Criteria
9. What is a Project Draft