Take a project live
- Topics:
- Work Management
CREATED FOR:
- Beginner
- User
The video explains the final steps to take a project live by changing its status to “current.” Before doing so, it emphasizes reviewing key project elements, including task names, durations, planned hours, predecessors, start and completion dates, and assignments to ensure everything is accurate and properly set. Once the project is live, the project manager will receive notifications based on global and personal settings, and the project will appear in reports and filters for active projects. This marks the official start of the work.
Transcript
The final step in planning your project is taking the project live by changing the project status. But before you do that, take a quick look through your project to make sure everything is set correctly. Check your task names to make sure they’re descriptive and accurately reflect the work that needs to be done. Check the duration. Each task should be given a sufficient window of time to complete the work. Check the planned hours. This is your best estimate as the project manager as to how long it will take the project team member to complete this work. Check the predecessors as well as the start and completion dates to ensure work is happening in the right order and at the right time. And finally, check the assignments. Is all work assigned to the right people? If everything is in good shape, you’re ready to take this project live. Change the status to current either in the project header or the project details.
As project manager, you’ll start receiving notifications regarding your project based on the global notification settings and your personal settings. The project appears on reports tracking live, current, or in progress projects. The projects show up in the list when you use the My Projects or Active filters on the projects page. And most importantly, the work begins.
Key takeaways
- Review Project Details: Ensure task names, durations, planned hours, predecessors, start and completion dates, and assignments are accurate and properly set.
- Change Project Status: Update the project status to “current” in the project header or details to take it live.
- Receive Notifications: As a project manager, you’ll start receiving notifications based on global and personal settings once the project is live.
- Track Active Projects: The project will appear in reports and filters for live, current, or in-progress projects, making it easier to monitor.
- Begin Work: Taking the project live officially starts the work and execution phase.
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