Difference between revisions of "Project"

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==Features==
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More">
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<div id="MainTabs"></div>
  
:* '''[[Project Overview]]'''
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== 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]]'''
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<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.
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<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
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::{|
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|- valign="top"
  
:* '''[[Project Details]]'''
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[[File:pmProjectsMainTabsList.png|400px|right]]
:: 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]]'''
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=== 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 Tasks|Tasks]]'''
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* '''Project Overview'''
:: Tasks are a key aspect of all projects. Plan, schedule and assign tasks that are required to fulfil your project.
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* '''Details'''
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* '''Scope Changes'''
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* '''Tasks'''
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* '''Resources'''
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* '''Relationships'''
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* '''Budgets'''
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* '''Costs'''
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* '''RAID (Risks, Assumptions, Issues, Dependencies)'''
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* '''RAG Tolerances'''
  
:* '''[[Project Resources|Resources]]'''
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<br>
:: View and Analyse Project Resources
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<br>
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|}
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</div>
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</div>
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</div>
  
:* '''[[Project Relationships|Relationships]]'''
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More">
:: 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.
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<div id="Small Tabs"></div>
  
:* '''[[Project Budgets|Budgets]]'''
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== Small Tabs ==
:: 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]]'''
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<div class="mw-collapsible-content">
:: Understanding and managing the costs associated with a project is an important consideration. Associate estimated and actual costs to the project.
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<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
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::{|
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|- valign="top"
  
:* '''[[Project RAID|RAID]]'''
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[[File:pmProjectsSmallTabsList.png|400px|right]]
:: Add and manage project Risks, Assumptions, Issues and Dependancies
 
  
:* '''[[Project RAG Tolerances|RAG Tolerances]]'''
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=== Available Tabs ===
:: Knowing how you are performing in different aspects of your project is vital. Introduce and manage RAG tolerances for different areas of your project.
 
  
:* '''[[Project Stakeholders|Stakeholders]]'''  
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* '''Timeline / Update'''
:: Manage the members of the project, assign roles and give them access to your projects and have them available to be assigned project tasks.
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* '''Documents'''
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* '''Attachments'''
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* '''Links'''
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* '''Stakeholders'''
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* '''Tags'''
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* '''Audit History'''
  
:* '''Documents'''
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<br>
:: The Document option is part of the Document Manager Plug-in to Project Manager.  See Project Manager Plug-ins
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<br>
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|}
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</div>
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</div>
  
:* '''[[Project Attachments|Attachments]]'''
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More">
:: Upload attachments relevant to your project
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<div id="Project Settings"></div>
  
:* '''[[Project Links|Links]]'''
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== Project Settings ==
:: Add clickable links (URL's) to your project
 
  
:* '''[[Project Activity Streams|Activity Streams]]'''
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<div class="mw-collapsible-content">
:: 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.
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<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
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::{|
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|- valign="top"
  
:* '''[[Project Audit History|Audit History]]'''
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The project manager of each project has access to the settings tab which allows them to control different aspects of the project.
:: The audit history records all adds, edits or deletions for project entities such as milestones, tasks, risks, costs and stakeholders
 
  
:* '''[[Project Tags|Tags]]'''
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[[File:pmProjectsProjectSettings.png|center|1400px]]
:: 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
 
  
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[[Category:Project Manager]]
 
[[Category:Project Manager]]

Revision as of 09:29, 19 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 only:

  • Main Tabs
  • Small Tabs
  • Project Settings

Related Articles

Main Tabs

PmProjectsMainTabsList.png

Available Tabs

  • Project Overview
  • Details
  • Scope Changes
  • Tasks
  • Resources
  • Relationships
  • Budgets
  • Costs
  • RAID (Risks, Assumptions, Issues, Dependencies)
  • RAG Tolerances



Small Tabs

PmProjectsSmallTabsList.png

Available Tabs

  • Timeline / Update
  • Documents
  • Attachments
  • Links
  • Stakeholders
  • Tags
  • Audit History



Project Settings

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