Project Management
The key to a successful project is an organized project manager. Central structures all relevant information and activities related to a project in order for all of it to be easily analyzed and reported on. By utilizing Central, a project manager can now expand the number of project that they can manage at one time and save time in identifying a problem in the workflow.
User Experience:
- Instructions and procedures on how to capture all relevant information about a project is documented in Standards
- All desired information related to the project must be captured in Entities. These include Company, Opportunity, Project Status, Risks, Issues, and category
- Project Kick Off quest for is completed in order to launch all initial project cases
- A project case type is created for any action item related to the project
- Initial project cases are assigned to respective team members
- All activity related to the project can be tracked, reported, and analyzed in order for project managers to have an overview of any or all of their projects
Functional Setup:
- Instructions and procedures for capturing all relevant information must be created and documented in Standards
- The following entity types must be created: Project, Company, Opportunity, Phase, Workstream, Risks, Project Category
- All entities must be associated to the Project Entity in order for all information to have a link to the Projects and be displayed in one place
- Project Kick Off quest form must be created including all action items necessary at the beginning of a project
- Project Case type must be created
- Create Issue Case type to manage all Issues associated to the Project
- Report displaying all relevant project information and activity must be created
Best Practices:
- Ensure that the project case type includes categories to differ from kick-off tasks and other project activities
- Project Manager will be able to analyze reports of all project activity and easily identify the opportunities for improvement, thus being able to correct any issue or avoid any risk.
- Project Manager will be able to view cases by Workstream and Project Phase to manage multiple projects at once