Projects need to be created and data attributed to provide information that’s utilised at the reports and dashboard level. Each business identifies information to be captured against the project that is utilised in their reports and dashboards.
· Projects are generally created when they require a quote to be generated.
· Creating the project involves entering the name of the project, classifying it (e.g. Sector it belongs, lifecycle phase etc.), assigning resources and estimating the timeline for the lifecycle phases.
· Most projects are created in a pre-sale phase (e.g. submission, tender )
· Creating the project in this phase allows for UniPhi to calculate win/loss rates by tracking which quotes move to a post-sale phase and which move to a completed phase without entering a post-sale phase (e.g. Cancelled or Lost)
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.
Creating a New Project
Go to the Summary module and make sure “All Projects” is selected from the Project filter.
Click add and the following form will appear:
Fill in the following fields, Project Name, Sector, Project Type, Service Line, Location and Current Phase. A Project ID is generated automatically.
The next panel is for adding resources.
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