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