Configure Project
Various Project properties can be configured on the Project Settings page of Project Maintenance.
Common tasks associated with configuration a Project include:
- Edit Project Phase.
- Managing Phase Progression Goals.
- Editing Project Status - this will determine if the Project can be accessed or not.
Edit Project Phase
A Project's Phase determines what stage the Project is currently in, and what Goals are included in the current Phase Progression. The Phase can be changed manually in Project Settings and it will not generate a Decision unlike the Control Points within Phase Progression on the Dashboard.
Instructions for utilising the Edit Phase feature of Project Settings are as follows:
Process Step | Action within Project on Demand | ||
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1 | Navigate to Project Settings. |
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2 | Access the Edit Phase feature of Project Settings. |
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3 | Select new Phase. |
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Manage Phase Progression
The Status of Phase Progression Goals associated with the Project's current Phase can be configured manually in Project Settings. Unrequired Goals can be set to a Status of Not Required, this provides the user the ability to apply the appropriate level of governance into the Project, this ensures that only Goals that add real value to the Project are performed.
Instructions for configuring Phase Progression Goals manually in Project Settings are as follows:
Process Step | Action within Project on Demand | ||
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1 | Navigate to Project Settings. |
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2 | Edit the Status of a Phase Progression Goal. |
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3 | Select new Status. |
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Edit Project Status
The Status of a Project determines whether the Project can be accessed or not. Setting a Project's Status to On Hold or Closed either manually via Project Settings or by using the Phase Progression on the Dashboard will make that Project inaccessible. Inaccessible Projects can be opened or removed on the Projects page.
Instructions for utilising the Edit Status feature of Project Settings are as follows:
Process Step | Action within Project on Demand | ||
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1 | Navigate to Project Settings. |
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2 | Access the Edit Status feature of Project Settings. |
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3 | Select new Status. |
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Note: If a Status of On Hold or Closed is set, that Project will no longer be acessible and the application will navigate to the Projects page. |