Difference between revisions of "Project"

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== Introduction ==
 
== 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 only:
+
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'''
 
* '''Main Tabs'''
−
* '''Small Tabs''
+
* '''Small Tabs'''
 
* '''Project Settings'''
 
* '''Project Settings'''
  
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== Related Articles ==
 
== Related Articles ==
−
* [[Project_Overview|Projects]]
+
* [[Project_Portfolio|Projects]]
 +
* [[Project Manager Administration|Project Manager Administration]]
 
* [[Project_Manager_Simple_Lists|Manage Programme Simple Lists]]
 
* [[Project_Manager_Simple_Lists|Manage Programme Simple Lists]]
 
* [[Document_Manager|Document Manager]]
 
* [[Document_Manager|Document Manager]]
 
* [[Board_Manager|Board 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>
  
−
:* '''[[Project Overview]]'''
+
== Main Tabs ==
−
:: 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 and some key Project information.
 
  
−
:* '''[[Project Milestones|Milestones]]'''
+
<div class="mw-collapsible-content">
−
:: 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 style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
 +
::{|
 +
|- valign="top"
  
−
:* '''[[Project Details]]'''
+
[[File:pmProjectsMainTabsList.png|center|1000px]]
−
:: 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]]'''
+
=== Available 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 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 Tasks|Tasks]]'''
+
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More">
−
:: Tasks are a key aspect of all projects. Plan, schedule and assign tasks that are required to fulfil your project.
+
<div id="Small Tabs"></div>
  
−
:* '''[[Project Resources|Resources]]'''
+
== Small Tabs ==
−
:: View and Analyse Project Resources
 
  
−
:* '''[[Project Relationships|Relationships]]'''
+
<div class="mw-collapsible-content">
−
:: 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.
+
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
 +
::{|
 +
|- valign="top"
  
−
:* '''[[Project Budgets|Budgets]]'''
+
[[File:pmProjectsSmallTabsList.png|center|700px]]
−
:: 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]]'''
+
=== Available Tabs ===
−
:: Understanding and managing the costs associated with a project is an important consideration. Associate estimated and actual costs to the project.
 
  
−
:* '''[[Project RAID|RAID]]'''
+
* '''Timeline''' - Collaborate with other project stakeholders.
−
:: Add and manage project Risks, Assumptions, Issues and Dependancies
+
* '''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 RAG Tolerances|RAG Tolerances]]'''
+
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More">
−
:: 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 id="Project Settings"></div>
  
−
:* '''[[Project Stakeholders|Stakeholders]]'''
+
== Project Settings ==
−
:: 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'''
+
<div class="mw-collapsible-content">
−
:: The Document option is part of the Document Manager Plug-in to Project Manager.  See Project Manager Plug-ins
+
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
 +
::{|
 +
|- valign="top"
  
−
:* '''[[Project Attachments|Attachments]]'''
+
[[File:pmProjectsProjectSettings1.png|center|500px]]
−
:: Upload attachments relevant to your project
 
  
−
:* '''[[Project Links|Links]]'''
+
The project manager of each project has access to the settings tab which allows them to control different aspects of the project.
−
:: Add clickable links (URL's) to your project
 
  
−
:* '''[[Project Activity Streams|Activity Streams]]'''
+
=== Available Tabs ===
−
:: 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]]
 
[[Category:Project Manager]]

Latest revision as of 12:07, 20 January 2021

Home > Project Manager > Project Portfolio > Project Index
Pmprojectmainshort.png

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

Related Articles

Main Tabs

PmProjectsMainTabsList.png

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

PmProjectsSmallTabsList.png

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

PmProjectsProjectSettings1.png

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.



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