Difference between revisions of "Project Manager Administration"
Line 25: | Line 25: | ||
:* '''Suspend Project''' | :* '''Suspend Project''' | ||
− | :: This will suspect the BPM as the project is worked on. The suspend is in place until the project is manually moved on by the Project Manager. | + | :: This will suspect the BPM as the project is worked on. The suspend is in place until the project is '''manually''' moved on by the Project Manager. |
== Progressive Capture == | == Progressive Capture == |
Revision as of 13:35, 4 October 2017
Home > Administration > Project Manager
IntroductionThe Project Manager Administration provides details of the configuration options for Project Manager which can be configured within the Administration portal. |
Related Articles |
Roles
Hornbill Roles are used to group users with similar access requirements to the different applications or to Administration. Using roles takes away the need to manage rights on an user by user basis. A Roles is provided by Project Manager to use and allocate to users of the Portal Manager app. Custom roles can also be created to meet any specific need.
- Project User
- Required for all users of Project Manager. This role does not contain any specific application rights other than to gain access to this app. All users assigned this role will see the Project Manager application in the Hornbill Menu and have access to the Project Portfolio.
Business Process
A Business Process can be used to define some of the more complex stages in a project. If you are planning to follow a structured Project Management process such as Prince2 or PMP, the Business Process can be used to define the steps and stages to support this.
- Suspend Project
- This will suspect the BPM as the project is worked on. The suspend is in place until the project is manually moved on by the Project Manager.
Progressive Capture
The Progressive Capture allows you to define which elements of the project that you want to capture at the point of creation.
- Project Type
- Set the type of Project which will be used
- Project Details
- Capture the main details or description of the project
- Project Scope
- Capture the details that describe the scope of the project
- Project Dates
- Record the planned Start and Finish dates for the project
- Project Status
- Select the status under which this project will be at once created. Options include Draft, Active, Completed, and Cancelled.
Settings
A number of advanced settings have been provided to allow for default configurations on how the Project Management app works.
- app.com.hornbill.projectmanager.businessProcess.default
- The default business process to be used when creating a new project
- app.com.hornbill.projectmanager.progressiveCapture.newProject
- The progressive capture workflow to be used when creating a new project
- app.com.hornbill.projectmanager.project.hud.pin
- Setting for pinned/unpinned project heads up display (HUD)
- app.com.hornbill.projectmanager.project.stakeholders.addCreatorAsProjectManager
- Setting for automatically adding the project creator as the project manager for that project
- app.com.hornbill.projectmanager.projectTasks.action.defaultVisibility.recordedTime
- The default visibility applied when posting to the project task timeline
- app.com.hornbill.projectmanager.projectTasks.action.defaultVisibility.update
- The default visibility applied when posting to the project task timeline
Simple Lists
- Project Member Role
- The Project Member Role defines the available roles that can be selected when adding a stakeholder to a project
- Project Member Status
- The Member Statuses list the different statuses that a stakeholder can be in during the life of a project. This can be used to describer when a stakeholder is involved in another project and is currently unavailable for one of their assigned projects.
- Project Milestone Status
- Define the different statuses that can be used to describe the progress of a Milestone
- Project Risk Status
- Define the different statuses that can be used to describe the state of a defined risk
Project Types
Introduction
- Standard Project Type