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Fundamental Project Concepts

Effectively managing projects is key to your organization's success. This article will guide you through the essential concepts for creating, configuring, and managing your projects in ITM Platform.

Differences Between Project Types (Waterfall and Agile)

In ITM Platform, you can manage your projects using two main approaches: Waterfall or Agile. The choice depends on the nature of your project and its objectives.

  • Waterfall Projects: This is a linear and sequential approach. Planning is done at the beginning, and the project progresses through a series of predefined phases (e.g., analysis, design, development, testing) It is ideal for projects with clear requirements and a well-defined scope that is not expected to change .

  • Agile Projects: This is an iterative and incremental approach . Work is divided into short cycles called "sprints," and the team delivers value continuously It is perfect for projects where requirements may evolve or are not fully defined from the start, as it offers great flexibility to adapt to changes.

When creating a project in ITM Platform, you will need to select the type that best suits your needs.

How to Create a Project

Creating a new project in ITM Platform is a straightforward process, and you can start from several places within the platform.

1. From the Shortcuts Section

This method provides quick access right after you log in.

  • Once you log in to your account, you can see the 'Shortcuts' section on the main page.
  • Click on 'Create a new project'

2. From the Projects Section

This is the standard method for project creation.

  • Go to the Projects section in the Management area.
  • Click the "New Project" button.

Completing the Project Details

Regardless of how you start, you will be taken to the new project form. From there, follow these steps:

  1. Select the project type (Waterfall or Agile) according to your initiative's needs.
  2. Complete the fundamental fields, such as the Project Name and the Project Type.
  3. Save the changes. Once created, you can begin adding tasks, assigning resources, and defining the rest of the details.

Of course. Here is the revised section, structured clearly with the information you provided.

How to Duplicate a Project

To save time and standardize processes, you can create a new project using an existing one as a template. This is especially useful for recurring or similar initiatives.

1. From the Shortcuts Section

  • Once you log in to your account, you can see the 'Shortcuts' section on the main page.
  • Click on 'Create a new project'.
  • Select the 'Copy an existing project' option.

2. From the Projects Section

You can also start the copy process from the main projects area.

  • Go to the Projects section in the Management area.
  • Click the "New Project" button.
  • Select the 'Create from an existing project' option.

Completing the Project Details

In both cases, here are the steps to follow:

  • A popup will open, allowing you to select the project to copy, set the new project's name and start date, and choose whether to include purchases and revenue with their current status.
  • Save the new project. You will have a structure ready to start working, maintaining consistency with previous projects.

How to Delete a Project

ITM Platform allows you to delete projects, but under specific conditions to protect the integrity of your data.

Conditions for deleting a project:

A project can only be deleted if it has no associated dependencies. These dependencies include:

  • Risks
  • Issues
  • Purchases
  • Revenues
  • Attached documents
  • Tasks with logged time entries

If a project has any of the dependencies mentioned, the delete option will be disabled. To delete it, you must first manually unlink or remove these dependencies.

Project Deletion Process

You can delete projects from two main areas in the platform: the Project List and the Project Details page. Here’s how each method works.

1. From the Project List

When you are viewing the list of all your projects, you have two ways to delete them.

Deleting a Single Project:

  • Locate the Project: Find the project you want to delete in the list.
  • Use the Delete Icon: At the end of the project row, you will see a delete icon .
    • If the project can be deleted: The icon will be enabled. Click it, and a confirmation message will appear. Confirm to delete it.
    • If the project cannot be deleted: The icon will be disabled. If you hover over it, a tooltip will explain why, stating: 'Cannot be deleted. The project has dependencies such as Revenues or purchases.' .

Deleting Multiple Projects (Bulk Deletion)

  • Select Projects: Use the checkboxes at the beginning of each project row to select the projects you want to delete .
  • Use the Bulk Delete Button: A button to delete multiple projects will become available.
    • If all selected projects can be deleted: The button will be enabled. Click it to proceed with the deletion.
    • If at least one selected project cannot be deleted: The button will be disabled. A tooltip will appear with the message: 'Some projects cannot be deleted because they have dependencies, such as revenues or purchases' . You will need to deselect the projects with dependencies to proceed.

2. FFrom the project Page (Project's 'General' Tab)

You can also delete a project while you are viewing its specific details.

  • Open the Project: Click on a project to go to its main details page, also known as "Project General" .
  • Find the Ellipsis Menu: At the top right of the project details, you will find an ellipsis menu (...) .
  • Select the Delete Option: Click the menu to open it. You will see a "Delete" option .
    • If the project can be deleted: The "Delete" option will be enabled. Clicking it will trigger the same confirmation message as before .
    • If the project cannot be deleted: The "Delete" option will be disabled and grayed out, preventing you from clicking it .