Fill in the project details

Transcript

When you create a new project, you’ll see a lot of options. In this video, you’ll learn a little about what these options control and which fields are most important to fill in at the start. Don’t worry, you can skip over a lot of the fields and just take the default options. These are controlled globally by your system or group administrator. Best practice is to use a project template. If one is being prepared for you for the type of project you want to create. We’ll create a new project from scratch just to show you the default options. If you don’t use a template. After selecting a new project, we’ll go right into editing it. The first thing you want to do is change the name field from Untitled project to something more descriptive like full catalog. Project names are not required to be unique, but if they’re too short, they could get confusing. Here’s a tip. We can scroll down a little bit and select a portfolio named catalogs and a program name. 2024. When we save this and look at it in the project page, we can see the short title, but we can also see the portfolio and the program names across the top here. Of course, you could also just name the project 2020 for Fall catalog. But organizing projects in portfolios and programs prevents inconsistency and makes them easier to report on. Editing the project again, see the description field. This is an excellent place to explain the purpose of the project. Here we have the project status. Setting the status to planning is recommended when you create a new project. Then, after you’ve planned the project and you’re ready to take it live, you should change the status to current. Current signals work front that your project is live and it can send out email notifications to people when assignments change. Most project and task reports filter on the project status field, so your project and task will show up on those reports When the project status is set, the current. The initial status is controlled by your system administrator in the setup area, so it might be set to current initially. If it is, change it to planning when you’re planning. Later on you might need replan your project so you may change the status to planning or on hold when you’re doing that. Any status besides current will pause notifications while re planning. Schedule mode allows you to schedule your project from a start date or a completion date. If you schedule from a start date, you select the start date here. Then work front calculates the planned completion date based on the durations of your task and any predecessor relationships you may have set up. Each task will be set to complete as soon as possible. At this point we don’t have any task. But as you add test later, or if you’re using a template with tasks in it that work for it will recalculate your planned completion date. If you schedule from a completion date, you select a date here. Then work front calculates the planned start date based on the durations of your task and any predecessor relationships you’ve set up. Each task will be set to complete as late as possible. The idea here is that you want to start the project as late as possible and finish right on time, which will work if you don’t have any changes to your plan along the way. Most project managers try to plan for some problems, so they schedule from the start date and work to finish as soon as possible instead of as late as possible. A group is an organizational unit that may be a department. This field can be set in the project template. If it’s not the field is automatically set to the home group of the person who’s creating the project. You can change the group if needed. Generally, most people working on a project come from this group, But this doesn’t restrict people from other groups being assigned to work in the project. The group on the project also determines which project task and issue preferences The project will use these preferences, such as custom status for a specific group or set by the system administrator or the group administrator. The group setting is a convenient way through reporting to show all projects IT department is working on. The project owner is the project manager. This is the person responsible for planning and or managing the project. Normally this field is left blank in a template and it fills in automatically with the name of the person who creates the project. If a name is entered in a template that is the default owner of the project. a project sponsor is not required, but when used, this is generally the person who requested the project. This is often an internal stakeholder such as a manager or executive with overall accountability for the project. The sponsor is automatically given view permissions to the project and must be a work front Licensed user. The work front users listed in the resource manager field can use the resource planning and management tools and work front for the specific projects that are listed on. Up to 30 names can be listed in the resource manager field Work Front provides native fields for things like project name and start date. But there’s additional information you need as a project manager or that the project team will need. Your unique data is equally important and easily storable in a custom form. Click this field to see the list of custom forms that have been created and made available to you work for and allows you to apply a particular schedule to the project. These are created by your system administrator. Schedules reflect the workdays and hours of your teams plus days when employees won’t be working, such as holidays. Make sure you’re applying the right schedule to the right project. The schedule assigned to the project should be one that applies to the majority of the task assigned these. If there is no schedule specified in the project, the schedule marked as default will be used. Resource pools are collection of work for users who are needed at the same time for the completion of projects that your organization. A resource pool can be assigned to multiple projects, which means you have projects competing for resources. Having resource pools assigned to a project is a prerequisite for using the resource management tools in work front, For additional information, see the Edit Project’s article. A link appears in the text Following the video.