Project Manager Administration

Introduction

The Project Manager Administration provides details of the configuration options for Project Manager which can be configured within the Administration portal.

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.

Projects

Suspend Project

This will suspend the BPM as the project is worked on. The suspend is in place until the project is manually moved on by the Project Manager via the Progress icon on the Project Overview tab on a project. Initially this is a manual action which allows the Project Manager to visualise progress through the Project stages and their defined Checkpoints in each stage, allowing other Project Stakeholders to have top level visibility of the current stage, completed actions and those which are still outstanding.

Additional Project operations are planned as the application matures

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

The list of available Types is governed by the Project Types you have defined and are currently marked as Active

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.

By default when Project Manager is installed, a new project Progressive Capture is provided. This can be edited, and new one's added.

To change which Progressive Capture which is used for creating new projects, update the value in the following system setting

app.com.hornbill.projectmanager.progressiveCapture.newProject

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.project.status.preventProjectClosureWithOutstandingItems

Setting for controlling whether or not a project can be closed or cancelled whilst there are still active tasks and outstanding milestones - defaulted to On

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

The Simple Lists provide a way to define different pick lists or combo-box selections that are used through out the Project Manager app. The available options in a pick list or combo-box can also be translated into different languages from within this option

Project Cost Type

Define different cost types to reflect the groupings for costs on projects, defaults include General and IT Costs

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 Relationship Type Assets

Define the different types of availalbe relationships when linking Assets to a project

Project Relationship Type Requests

Define the different types of available relationships when linking Requests to a project

Project Relationship Type Services

Define the different types of available relationships when linking Services to a project

Project Risk Status

Define the different statuses that can be used to describe the state of a defined risk

Project Types

Different types of projects exist and may have differing characteristics, underlying processes and requirements. In order to cater for this, it is possible when creating a new Project to assign it a specific type of project.

You can create one or more Project Types and attribute them the following attributes by selecting the + icon

Name

The name for the type of project

Description

An explanation describing the type of project

Business Process

It is not mandatory to have a Business Process associated to a project type, but if one if required, select it from the available drop down list.

If no business process is selected, no Head's Up Display will be shown on the Project Overview tab on the Project

Status

Each type can be in Draft, Active or Retired status. Only those types in an Active status will be available to choose when creating a new Project

When Project Manager is installed a default project type of Standard Project Type is automatically created and available, but does not have a business process associated to it. Additional Project Type attributes will be added in due course

Managing Project Types

Edit - Use the pencil icon to edit the project types name, description, business process or status
Delete - Permanently delete the project type by choosing the trash can icon next to the project type you wish to delete