Why do I need effort estimation?

by | Nov 7, 2017

Why do I need effort estimation?

Correctly estimating the necessary effort is very important for:

  • The global estimation of resources
  • Measuring individual performance
  • Cost estimation (bottom-up budget)

The fastest method is to perform this estimation per task and user in the “Estimated Effort” sub-section ❶ of the “Team” tab.

All you need to do is open the hours table and enter the estimated figures ❷. In the “Accepted Effort” sub-section, you will then be able to see the estimated figures compared with the figures reported by the user and, if so desired, change the value.

You can also perform these estimates from the “Effort” sub-section of the “Task” tab, both per user ❸-❺ and per professional profile ❹-❻ if there is no information on who will carry out the function.

Assign users to projects and tasks

by | Nov 7, 2017

Assign users to projects and tasks

Once users have been created, they can be assigned tasks and projects.

Click on “Projects“ and select a project in which you want to assign team under the “Teams”. To add users, click on ” + add people” .

Then, to assign each user a role click on the drop-down menu under the user’s profile picture. Here, each role has distinct functions. For example, Project Manager, to create tasks, appoint other members and administer the different project management variables; Team Member, to play an active role, and Stakeholder, to access information about the project on a read-only basis.

Once the functions have been assigned to each user in the project, you can also assign functions to the tasks.

You can click on project  and select a specific project. Under the “Teams” tab, you can assign each user one of the following available features: Task Manager (able to perform monitoring and enclosed documentation) or as a Task Member of the task.

You can view an estimate of hours allocated to each task by clicking the link estimated effort.

Task creation

by | Nov 7, 2017

Task creation

ITM Platform uses two formats for task creation and management: the Gantt diagram and the task list. The projects include a task view where you can add, update and move dates simply and quickly.

Click on the MANAGEMENT menu, Projects 1, and select the project where you wish to create the task. In the Tasks 2 section you will be able to create three basic types: milestone, summary task or normal task.

Under the General datasheet indicate the Task Name 4 as the only required detail:

You can add additional information which will help complete the task administration function, such as the assignment of dates, team, required efforts, attachment of documents or monitoring processes.

In addition to creating tasks, you can also export them or move several tasks on the schedule in one single step.

How I can track the performance of tasks?

by | Nov 7, 2017

How I can track the performance of tasks?

Users assigned to a task are responsible for that particular task

They can monitor their tasks from by clicking on “My Timesheet” in the left hand collumn:

or by clicking on the “Tasks” button and then going to the “follow-up” section:

The project manager can also do so by clicking on the “Gantt” button:

To monitor the progress of the task more effectively, you can edit the % of the task they have completed, make a follow-up assessment, look at the progress graphically in the Gantt etc …

Differences between Tasks, Task-summary and Milestones?

by | Nov 7, 2017

Differences between Tasks, Task-summary and Milestones?

Task:  Work specific development or description, may be assigned to teams, or have estimate effort or purchases and revenues added to it.

Task-summary: Groups previous tasks completed, the ITS team and effort will make up a large portion of it.

Milestone:  Reference point marking a major event in a project and used to monitor project progress, is dependent on the completion of the tasks predecessor.

THUS, when designing the project you will have to indicate a concrete manner of tasks and specify a set to achieve milestones. THEREFORE, it is necessary to take into account the following aspects:

  • specify and list tasks to be performed;
  • distribute time for development tasks, indicating start and end dates of each;
  • sequencing tasks