Registering Project
The project is a single process that consists of a coordinated task group and is controlled with data to start and finish, build to reach an objective as the specific requirements, including a limit of time, cost, and resource.
This feature provides a variety of actions, such as including, changing, and deleting a project.
Before getting started
To register a project, it is necessary:
To register previously the employee and user.
Procedure
- Access the functionality through the main menu Integrated Management > Project Management > Project;
- Click on "New";
- Complete the fields available;
- Click on "Save";
- After the initial project registration, get back to the initial list and select the project to its complement configuration. Click on "Edit";
- It is presented by the tabs of the project configuration. Complete the fields available in each tab. Here are they:
- Point of Contact: Define the employees that will be the point of contact for the information about the project.
🖊 Note: It will only be possible to escalate to an employee who is active in the project.
- Roles/Responsibilities: Inform the employees responsible for the execution of the project, defining their roles and responsibilities within the scope of the project. You can link assignments already registered by clicking on "+ Link New Resource" (you can select multiple users for the link) or create a new role by clicking on "Roles".
- Planning/Execution: Define the project tasks to be performed during the estimated execution period. Clicking on "Create Template (Task)", will make it available to select an existing task template to link to the project, or register a new task when naming the activity and click on "Create New Template", therefore in the baseline, click on the "+" icon and complete the required data. You can also create a project baseline to be used to compare initial project plans or compare the state of a project to certain key points, as it progresses with its current state when you create the Create button baseline and justify the change in the project. When a baseline is defined, the data in various task key fields are captured and saved as a numbered set of baseline data, as the project progresses, the captured data are available to compare. To view the list of registered items, click on "View baseline".
🖊 Note: The end date of a project is based on the set of final dates of its tasks/subtasks, with the end date of each parent item (task/activity) being updated according to the final dates of its children (subtasks) to provide an analysis of the project.
- Monitor/Control: This tab allows you to monitor/control project tasks. Those responsible for the activity can perform the following actions: "Edit task" with the desired changes, "Launch hours" worked on the task, and also visualize them by clicking on "Timesheet".
- Technical/Administrative Problems: It presents the incidents that were registered about the project.