The Project Lifecycle
| 1 Project Create a new project or view an auto generated project. |
| 2 Project Notifiers Add notifiers on the project. |
| 3 Project Templates Link a pre-created project recipe. |
| 4 Project Scope Add a project scope. |
| 5 Project Milestones Add milestones. |
| 6 Project Deliverables Add deliverables. |
| 7 Project Resources Link team leaders and team members who is working on the project. |
| 8 Project Ideas Add new ideas. |
| 9 Project Risks Add the project risks. |
| 10 Project Tasks Create and assign tasks too resources. |
| 11 Task Categories Create customised task categories. |
| 12 Task Templates Create and assign recurring tasks to resources. |
| 13 Close Project Close the project. |
How To Create a Project
Follow these steps to CREATE A PROJECT.
- View the COMPANY PROFILE.
- Click on the PROJECT PROFILE tool in the bottom toolbar.
- Click on the EDIT PROJECTS tool in the tool bar.
- Open the NEW ENTRY form, complete the required fields and click SUBMIT.
How To Add Notifiers
Follow these steps to ADD NOTIFIERS on the PROJECT.
- View the PROJECT PROFILE.
- Click on the EDIT NOTIFICATIONS tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Select a Project Template
Follow these steps to SELECT a PROJECT TEMPLATE.
- View the PROJECT PROFILE.
- Click on the PROJECT TEMPLATES tool in the toolbar.
- Add a NEW ENTRY.
- Select the PROJECT TEMPLATE and click SUBMIT.
How To Add a Scope
Follow these steps to ADD a PROJECT SCOPE.
- View the PROJECT TEMPLATE.
- Click on the EDIT SCOPE tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Add Milestones
Follow these steps to ADD MILESTONES on the PROJECT.
- View the PROJECT PROFILE.
- Click on the EDIT MILESTONE tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Add Deliverables
Follow these steps to ADD DELIVERABLES on the PROJECT.
- View the PROJECT PROFILE.
- Click on the EDIT DELIVERABLE tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Link Resources
Follow these steps to LINK RESOURCES.
- View the PROJECT PROFILE.
- Click on the LINK RESOURCES tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Add New Ideas
Follow these steps to ADD NEW IDEAS.
- View the PROJECT PROFILE.
- Click on the NEW IDEAS tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Add Risks
Follow these steps to ADD RISKS to the PROJECT.
- View the PROJECT PROFILE.
- Click on the EDIT RISK tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Create Task Categories
Follow these steps to CREATE TASK CATEGORIES.
- View the PROJECT PROFILE.
- Click on the TASK CATEGORIES tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Create Task Template
Follow these steps to CREATE TASK TEMPLATES.
- View the PROJECT PROFILE.
- Click on the TASK TEMPLATES tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Create Tasks
Follow these steps to CREATE TASKS.
- View the PROJECT PROFILE.
- Click on the EDIT TASKS tool in the toolbar.
- Add a NEW ENTRY.
- Complete the FORM and click SUBMIT.
How To Close a Project
Follow these steps to CLOSE a PROJECT.
- View the PROJECT PROFILE.
- Click on the CLOSE PROJECT tool in the toolbar.
