9 3 UG:Planning Main

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[edit] Project Planning Overview

Organizations typically manage multiple projects across geographically distributed offices and teams. Projects within one business or organization are dependent on other and resources are managed and tracked across projects for cost effective project completion.

Information within Project.net is organized into several Workspaces that make it easy to organize, administer and share project information and status. Utilizing Workspaces, users have ready access to the data they need.

All Projects under Project Management are grouped by business unit, division or department hierarchy. Group projects are grouped into group portfolios. The Business portfolio consolidates the portfolios of related projects.

Project.net enables you to:

  • Group projects into various portfolios
  • Search for all projects meeting certain conditions
  • Manage portfolios of projects, prioritize and measure projects using scorecards
  • Create business graphs of portfolio information such as status, budget variance, completion time line

[edit] Project Organization and Hierarchy

Project Hierarchy is described based on the nature of their existence. Projects are either independent or relate to the Business under which they belong. Sub-projects are created under these existing projects.

[edit] Summary projects under Shared Schedules

Existing summary of tasks in a Project can be shared or copied to other projects using the sharing option under the Workplan module. The body and structure of these tasks are thus maintained in the shared project too. The properties of these copied or shared tasks also do not differ from the summary tasks.

[edit] Plan and Define Projects

[edit] Project Process

Project Process is a simple hierarchical flow of the creation of a project for a business, sub projects under them, phases for these projects, participants to the projects, their tasks and roles, documents and forms that are related to the project and reports that can be obtained on them.

A process of flow for a project is first created. This process has different phases of completion. Each phase can contain the gates and deliverables on them. Tasks and milestones can be added to these phases.

For more information on process creation, refer Project Process

[edit] Secure Access to Project.net

[edit] Project Setup

The setup module for a project allows you to update your personal settings for the project, the project administrator settings, and your global settings.

There are three module areas in the setup module:

  • Personal settings for this project
  • Project Administrator setting
  • Global settings

[edit] Project Listing Page

The project portfolio page is divided in two charts and an associated list of projects.

  • Portfolio Status bar chart 1
  • Portfolio Budget pie chart 2
  • Project listing of the selected portfolio 3

You can filter projects in the project portfolio list by any of the project property data.

[edit] Project Portfolio Management

This portfolio list shows high-level status information about the projects, such as project name, business, start and end dates, and status information.

[edit] Project Workspace

Each project has its own workspace. This is where project team members share and manage project information including schedules, milestones, tasks, forms, documents, discussions, deliverables, decisions, etc. The information in a project workspace is only accessible by people who are participants of that project.

The workspaces in the list view are indented to display project and sub-project relationships. In the default user portfolio view, all projects and their subprojects are listed. If a user is not a member of a parent space, that space cannot be clicked.

You can enter a project workspace from:

The Projects listing page by clicking the project name itself.

After clicking the project name, the dashboard of the project workspace opens.

Your Personal Workspace by clicking the project name from the My Projects channel.

[edit] Project Properties

A number of project properties have been provided for the project workspace. However, some of these properties are only available in the modify mode or in the property view mode.

The properties are grouped into several channels:

[edit] Description

In this channel, you have the ability to define the project itself and the parent workspace (Business or Project in the case of a sub-project). Fields highlighted in bold are mandatory and required fields.You can define the default currency of the project here.

[edit] Project Visibility

This property allows users to control the visibility of the project any place that a list of available projects is shown. There are three levels of visibility:

  • Project Members Only - Visibility to project participants only.
  • Owning Business Members - Visibility to members of a business even if they are not participants to the Project.
  • Global - Visibility to all authenticated users.

[edit] Current Status Description

The Description of Current Status is an optional text box that allows a project owner to add additional information or declarations about the current project status.

[edit] Planning Dates

This is where you are able to define the start date and the estimated end date of the project.

[edit] Overall Status

The general status of the project with the respective color codes, the overall improvement, as well as the overall completion can be defined in this channel. Project managers have the ability to define a status and an improvement statement. There are three improvement statuses;

  • Improving,
  • No Change
  • Worsening

When combined with a color, selecting each status will display an up arrow, circle, or down arrow of the selected color.

[edit] Financial Status

This channel provides information on;

  • Budgeted total costs
  • Current estimated total costs
  • Actual costs to date
  • Estimated ROI- return of investment

The currency is specified by the default project currency in the channel Description. All projects in a portfolio must use the same currency for the currency pie chart to be displayed.

[edit] Other Properties

This channel on Other Properties contains the following information;

  • A project sponsor

This is an optional text field that allows the project manager to associate the project with a project sponsor.

  • A cost center

This is an optional text field that captures the cost center information.

  • The project priority on a scale of 1 to 5.
  • The project risk on a scale of 1 to 5.

For more information to edit these properties refer Edit Project Properties

[edit] More Help

[edit] Project.net User Guide

[edit] On-line Help

[edit] Project.net FAQ

[edit] Project.net User Forum

It is our belief that Project.net users know what they want in their Project.net documentation, therefore, we encourage you to edit this Wiki page and contribute your corrections and additions. If you read something that is not clear make a note of it on the Discussion tab.

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