Project Intake and Idea Management
Project Intake and Idea Management
Course Content:
- Basic workflow: create pre-project stages
- Programs: strategic alignment and pre-project proposals
- Connect a form in MS Word to receive idea proposals
Workflow and Authorizations
Workflow and Authorizations
Course Content:
- Project States
- Workflow Activation
- State Change
- Restrictions Rules: Filters, Templates, and Approvers
- Requests and Approvals.
Time and Resource Management
Time and Resource Management
Course Content:
- Resources in the project: assignment, capacity, overload, and planned/actual effort.
- Resource module: planning and monitoring of overload and idle capacity.
- Tracking reports.
Team Member Training
Team Member Training
Course Content:
- Personal dashboard
- Time tracking
- Agile board
- The role of task manager
- How does the above support project management? (what the project manager sees)
- Preferences and email communications
- Connection with Slack
- Teambot for Email
Quick Project Creation
Quick Project Creation
Click on the Create New Project shortcut or in the MANAGEMENT menu, select Projects and add a new project:
In the General section, the only mandatory information you must provide is the Project Name. You can also enter more details to help classify and enrich the project file.
Once the general information is saved, you can access other sections to perform actions like assigning a team, creating tasks, or specifying and tracking the budget.