Topics
Project management
Projects, tasks, milestones.
13 articles
Exercises
1 articles
Understand
1 articles
For users
4 articles
- Run projects: status, progress, time How-to In day-to-day project operation, set the status, maintain progress, book time the right way and steer in good time with warnings and alarms.
- Tidy up and archive projects How-to Video Archive completed projects to keep your lists tidy – plus the status types and workflows behind it and how to bring projects back out.
- Assign people – who does what? How-to Video Assign staff and groups via project roles, distribute time budgets and keep an overview with deployment planning, utilisation and dynamic resource planning (DRP).
- Create, adjust and move projects How-to Video The five ways to create a project – from an order, from a template, by copying, by converting or empty by hand – and how to adjust and move projects later.
For advanced users
2 articles
- Files in project management How-to Video Store and edit files right on the project: directories, version control, synchronised vs. own directories, Office in the browser, templates and permissions.
- Plan and structure projects How-to Create subprojects, work packages, phases and milestones, plan effort and dependencies, and set the schedule in the Gantt chart.
Set up & manage
2 articles
- Assign project numbers automatically Configuration Video Set up naming rules per project type: composition from abbreviation, year, customer code and counter – classic and new notation, editability and behaviour on deletion.
- Set up project types and directories Configuration Video Order in your project portfolio: create project types as a mandatory field with statistics, workflow and preconditions, and activate and use the Project directories submodule.
For decision-makers
1 articles
Reference
1 articles