Difference between revisions of "Project"

Latest revision as of 12:07, 20 January 2021

Home > Project Manager > Project Portfolio > Project

Introduction

A project is a set of related activities, managed in a coordinated fashion and under a structure that allows for the delivery of business benefits. Each project is divided into two central sections with an additional settings area that is reserved for the project manager and is accessed from the project icon on the right hand side:

Main Tabs
Small Tabs
Project Settings

Main Tabs

Available Tabs

Project Overview - The Project Overview Tab gives a stakeholder a quick view of the current state of the Project. At a glance, you are able to see the milestones and some key Project information.
Details - The Project Details provides information about the project's purpose and scope. View this information to know more about the goals of the project.
Scope Changes - Some projects can change dramatically in scope over the course of their life cycle. Record individual scope changes to the project and how it impacts the overall cost and delivery.
Tasks - Tasks are a key aspect of all projects. Plan, schedule and assign tasks that are required to fulfil your project.
Resources - View and Analyse Project Resources
Relationships - Associate related entities to the project and define how they are related. It is possible to relate Change and Release Requests, Services and Configuration Items if the Service Manager Application is also installed on your instance.
Budgets - Understanding and managing the budget sources of a project can be complicated. Associate multiple budget lines to the project if it is funded from multiple sources.
Costs - Understanding and managing the costs associated with a project is an important consideration. Associate estimated and actual costs to the project.
RAID (Risks, Assumptions, Issues, Dependencies) - Add and manage project Risks, Assumptions, Issues and Dependancies
RAG Tolerances - Knowing how you are performing in different aspects of your project is vital. Introduce and manage RAG tolerances for different areas of your project.

Small Tabs

Available Tabs

Timeline - Collaborate with other project stakeholders.
Documents - The Document option is part of the Document Manager Plug-in to Project Manager. See Project Manager Plug-ins.
Attachments - Upload attachments relevant to your project.
Links - Add clickable links (URL's) to your project.
Stakeholders - Manage the members of the project, assign roles and give them access to your projects and have them available to be assigned project tasks.
Tags - If you have the Project Administrator role, you can define the tags that are available in Hornbill Project Manager. Tags are a great way of adding multiple categorisations to existing projects.
Audit History - The audit history records all adds, edits or deletions for project entities such as milestones, tasks, risks, costs and stakeholders.

Project Settings

The project manager of each project has access to the settings tab which allows them to control different aspects of the project.

Available Tabs

Project Logic - Controls for project logic such as which RAG Tolerance Matrix to use or whether or not to automatically audit daily project costs and risks.
Reports - Pre defined project reports (more to follow)
Time Recording - Overall time recorded against the project along with more specific settings. Requires access to Hornbill Timesheet Manager.
Tabs - Enables/disables tabs/functionality on a project.
Role Permissions - Configure specific permissions against project roles, like allowing all project members to view costs but not add or update them.

@@ Line 6: / Line 6: @@
 |}
 </div>
+[[File:pmprojectmainshort.png|center|1400px]]
 {|style="width: 100%"
 |- valign="top"
@@ Line 11: / Line 12: @@
 == Introduction ==
-A project is a set of related activities, managed in a coordinated fashion and under a structure that allows for the delivery of business benefits
+A project is a set of related activities, managed in a coordinated fashion and under a structure that allows for the delivery of business benefits. Each project is divided into two central sections with an additional settings area that is reserved for the project manager and is accessed from the project icon on the right hand side:
+* '''Main Tabs'''
+* '''Small Tabs'''
+* '''Project Settings'''
 |style="width:5%"|
@@ Line 18: / Line 22: @@
 == Related Articles ==
-* [[Project_Overview|Projects]]
+* [[Project_Portfolio|Projects]]
+* [[Project Manager Administration|Project Manager Administration]]
 * [[Project_Manager_Simple_Lists|Manage Programme Simple Lists]]
 * [[Document_Manager|Document Manager]]
 * [[Board_Manager|Board Manager]]
+* [[Timesheet_Manager|Timesheet Manager]]
 |}
-==Features==
+<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More">
+<div id="MainTabs"></div>
-:* '''[[Programme Management|Portfolio]]'''
+== Main Tabs ==
-:: Portfolio Management allows the management of multiple Programmes, each containing multiple projects. If you have the '''Programme Manager''' role, you will have visibility of all programmes.
-:* '''[[Project Portfolio|Project Portfolio]]'''
+<div class="mw-collapsible-content">
-:: The project portfolio provides a list of the active projects that you are a stakeholder in. Projects where you are not either the Project Manager or a Stakeholder will not be available from this view unless you have the '''Project Portfolio Manager''' role which grants visibility to all projects in the portfolio.
+<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
+::{|
+|- valign="top"
-:* '''[[Project Overview]]'''
+[[File:pmProjectsMainTabsList.png|center|1000px]]
-:: The Overview Tab give a stakeholder a quick view of the current state of the Project. At a glance, you are able to see the milestones, the tasks being worked on, and some key Project information.
-::* '''[[Project Details]]'''
+=== Available Tabs ===
-::: The Project Details provides information about the project's purpose and scope.  View this information to know more about the goals of the project.
+* '''[[Project Overview|Project Overview]]''' - The Project Overview Tab gives a stakeholder a quick view of the current state of the Project. At a glance, you are able to see the milestones and some key Project information.
+* '''[[Project Details|Details]]''' - The Project Details provides information about the project's purpose and scope.  View this information to know more about the goals of the project.
+* '''[[Project Scope Changes|Scope Changes]]''' - Some projects can change dramatically in scope over the course of their life cycle. Record individual scope changes to the project and how it impacts the overall cost and delivery.
+* '''[[Project Tasks|Tasks]]''' - Tasks are a key aspect of all projects. Plan, schedule and assign tasks that are required to fulfil your project.
+* '''[[Project Resources|Resources]]''' - View and Analyse Project Resources
+* '''[[Project Relationships|Relationships]]''' - Associate related entities to the project and define how they are related. It is possible to relate Change and Release Requests, Services and Configuration Items if the Service Manager Application is also installed on your instance.
+* '''[[Project Budgets|Budgets]]''' - Understanding and managing the budget sources of a project can be complicated. Associate multiple budget lines to the project if it is funded from multiple sources.
+* '''[[Project Costs|Costs]]''' - Understanding and managing the costs associated with a project is an important consideration. Associate estimated and actual costs to the project.
+* '''[[Project RAID|RAID (Risks, Assumptions, Issues, Dependencies)]]''' - Add and manage project Risks, Assumptions, Issues and Dependancies
+* '''[[Project RAG Tolerances|RAG Tolerances]]''' - Knowing how you are performing in different aspects of your project is vital. Introduce and manage RAG tolerances for different areas of your project.
+<br>
+|}
+</div>
+</div>
+</div>
-::* '''[[Project Milestones|Milestones]]'''
+<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More">
-::: Milestones are key points in a project, they can be used to indicate if the project work is on track to meet the completion date for the project.
+<div id="Small Tabs"></div>
-::* '''[[Project Scope Changes|Scope Changes]]'''
+== Small Tabs ==
-::: Some projects can change dramatically in scope over the course of their life cycle. Record individual scope changes to the project and how it impacts the overall cost and delivery.
-::* '''[[Project Tasks|Tasks]]'''
+<div class="mw-collapsible-content">
-::: Tasks are a key aspect of all projects. Plan, schedule and assign tasks that are required to fulfil your project.
+<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
+::{|
+|- valign="top"
-::* '''[[Project Resources|Resources]]'''
+[[File:pmProjectsSmallTabsList.png|center|700px]]
-::: View and Analyse Project Resources
-::* '''[[Project Relationships|Relationships]]'''
+=== Available Tabs ===
-::: Associate related entities to the project and define how they are related. It is possible to relate Change and Release Requests, Services and Configuration Items if the Service Manager Application is also installed on your instance.
-::* '''[[Project Budgets|Budgets]]'''
+* '''Timeline''' - Collaborate with other project stakeholders.
-::: Understanding and managing the budget sources of a project can be complicated. Associate multiple budget lines to the project if it is funded from multiple sources.
+* '''Documents''' - The Document option is part of the Document Manager Plug-in to Project Manager. See Project Manager Plug-ins.
+* '''[[Project Attachments|Attachments]]''' - Upload attachments relevant to your project.
+* '''[[Project Links|Links]]''' - Add clickable links (URL's) to your project.
+* '''[[Project Stakeholders|Stakeholders]]''' - Manage the members of the project, assign roles and give them access to your projects and have them available to be assigned project tasks.
+* '''[[Project Tags|Tags]]''' - If you have the Project Administrator role, you can define the tags that are available in Hornbill Project Manager. Tags are a great way of adding multiple categorisations to existing projects.
+* '''[[Project Audit History|Audit History]]''' - The audit history records all adds, edits or deletions for project entities such as milestones, tasks, risks, costs and stakeholders.
+<br>
+|}
+</div>
+</div>
+</div>
-::* '''[[Project Costs|Costs]]'''
+<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More">
-::: Understanding and managing the costs associated with a project is an important consideration. Associate estimated and actual costs to the project.
+<div id="Project Settings"></div>
-::* '''[[Project RAID|RAID]]'''
+== Project Settings ==
-::: Add and manage project Risks, Assumptions, Issues and Dependancies
-::* '''[[Project RAG Tolerances|RAG Tolerances]]'''
+<div class="mw-collapsible-content">
-::: Knowing how you are performing in different aspects of your project is vital. Introduce and manage RAG tolerances for different areas of your project.
+<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
+::{|
+|- valign="top"
-::* '''[[Project Stakeholders|Stakeholders]]'''
+[[File:pmProjectsProjectSettings1.png|center|500px]]
-::: Manage the members of the project, assign roles and give them access to your projects and have them available to be assigned project tasks.
-::* '''Documents'''
+The project manager of each project has access to the settings tab which allows them to control different aspects of the project.
-::: The Document option is part of the Document Manager Plug-in to Project Manager.  See Project Manager Plug-ins
-::* '''[[Project Attachments|Attachments]]'''
+=== Available Tabs ===
-::: Upload attachments relevant to your project
-::* '''[[Project Links|Links]]'''
-::: Add clickable links (URL's) to your project
-::* '''[[Project Activity Streams|Activity Streams]]'''
-::: The activity stream is a notification mechanism and conversation space for the project. It lists project relevant discussions for the project stakeholders, and allows them to collaborate on it's content.
-::* '''[[Project Audit History|Audit History]]'''
-::: The audit history records all adds, edits or deletions for project entities such as milestones, tasks, risks, costs and stakeholders
-::* '''[[Project Tags|Tags]]'''
-::: If you have the Project Administrator role, you can define the tags that are available in Hornbill Project Manager. Tags are a great way of adding multiple categorisations to existing projects
-::* '''[[Project Settings]]
-::: A project manager can configure which features of the project they want to use on a project by project basis
+* '''[[Project Logic|Project Logic]]''' - Controls for project logic such as which RAG Tolerance Matrix to use or whether or not to automatically audit daily project costs and risks.
+* '''[[Project Reports|Reports]]''' - Pre defined project reports (more to follow)
+* '''[[Project Time Recording|Time Recording]]''' - Overall time recorded against the project along with more specific settings. Requires access to Hornbill Timesheet Manager.
+* '''[[Project Tabs|Tabs]]''' - Enables/disables tabs/functionality on a project.
+* '''[[Project Role Permissions|Role Permissions]]''' - Configure specific permissions against project roles, like allowing all project members to view costs but not add or update them.
+<br>
+|}
+</div>
+</div>
+</div>
+<br>
 [[Category:Project Manager]]

Difference between revisions of "Project"

Latest revision as of 12:07, 20 January 2021

Introduction

Related Articles

Main Tabs

Available Tabs

Small Tabs

Available Tabs

Project Settings

Available Tabs

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