Projects need to be created so that all related items remain associated with an individual project, for example all documents and issues need to be aligned with the project to which they belong. Project specific data is also used when presenting information at the reports and dashboard level. Each business identifies information to be captured against the project that is utilised in their reports and dashboards.
Creating the project involves entering the name of the project, classifying it (e.g. the sector it belongs, lifecycle phase, location etc.), assigning resources, defining milestones, and estimating the timeline for the lifecycle phases.
Each lifecycle phase contains two start and end dates per phase, a baseline and an actual/forecast. The baseline dates enable you to measure actual and forecasted progress versus original schedule. Assigned resources can have effort estimated against the relevant phases in the resource planning section and from this a forward workload for all resources in the company can be analysed.
Project creation and categorisation is documented in more detail in the UniPhi Systems Administration Manual. The steps below are included at a summary level to guide you through the project creation process.
Select Summary Module and make sure “All Projects” is selected from the Project filter.
1. Click the yellow plus button and the following form will appear:
3. Fill in the following fields, Project Name, Sector, Project Type and Current Phase. A Project ID is generated automatically. The remaining fields are optional, apart from adding Resources.
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