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Fundamental Project Concepts

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.
  • Agile Projects: This is an iterative and incremental approach where work is divided into short cycles called "sprints," helping the team deliver value continuously. It's perfect for projects where requirements may evolve or are not fully defined from the start, as it offers great flexibility to adapt to changes. While sprints are key to Agile, they can also be used in Waterfall projects to create a "hybrid" model.

The main difference in ITM Platform lies in how you plan and track the work: Agile projects use a Kanban board with states and swimlanes, while Waterfall projects rely on a Gantt chart. The tracking tab for each project type is also different, giving you a view tailored to your methodology.

When creating a project, 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. You can start from several places within the platform, choosing to either create a blank project or copy an existing one to use as a template.

Starting the Process

You can begin creating a project from two main locations:

  1. From the Shortcuts Section: On the main page, find the 'Shortcuts' section and click 'Create a new project'.

  1. From the Projects Section: Go to the Projects section in the Management area and click the "Add New Project" button.

Choosing Your Method

Once you've started, you can choose how to proceed:

  1. To Create a Project from Scratch: You will be taken directly to the new project form. Select the project type (Waterfall or Agile), complete the basic fields like the name, and save. You can add more details later.
  2. To Duplicate a Project (from a template): Select the 'Copy an existing project' or 'Create from an existing project' option. A popup will open. Here, you can select the project to copy, set the new project's name and start date, and choose whether to include purchases and revenue. Save the new project, and it will be ready with a pre-built structure.

How to Delete a Project

ITM Platform allows you to delete projects under specific conditions to protect the integrity of your data. The default behavior, however, is to deactivate projects. This removes them from all views, but their data is not lost.

Conditions for deleting a project:

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

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.' .

  • Use the gear icon: Another option to delete a project is to select it, click the gear icon, and then click 'Delete'.

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. From 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 .