Project Overview Page

This page provides a comprehensive overview of the project including basic information, health, financials, resourcing, risk, issues, scope changes, time sheets, task management, outcomes and deliverables and supporting documents. It provides the ‘entry point’ for a project in terms of reporting, monitoring and updating.

• Click on ‘Create Status Report’ to the top right of the overview page to create a status report for the project.

• Refer to the Project Status Reporting End User Guide for further help with submitting status reports.

• The large circle shows the RAG status of the most recent status report. Smaller circles show the RAG for each of the tracked disciplines (risks, resourcing, issues, financials, and milestones).

• Click on the drill-down to view all status reports submitted for the project.

• Each project is associated with a project ‘form’ which defines the basic attributes for the project such as the name, start/end date, region, and project ID. The form is associated with a digitized workflow which defines the approvals needed for each stage in the project.

• The form and workflow are based on the project type. Different project types may collect different attributes and follow a different workflow process.

• The summary area shows the key attributes of the project and provides the launch point for project governance.

• Click on the drill-down arrow to access the project form and associated governance actions.

• Fields in the project form will be editable depending on where the project is in its lifecycle.

• The project form will show any governance actions available to the user. Governance actions typically include approval checkpoints or ‘gates’.

• If you are a Project Manager or Stakeholder with responsibility for acting on stages in a project lifecycle, for example submitting a project for ‘Gate Review’ or approving a project to move to the next stage then use the drill-down from the Project Summary content area to access the project form.

• Any available actions for the user will be displayed as buttons at the top right of the form.

• Click on the ‘Down’ arrow next to the ‘Save’ button to access the form actions menu. Select ‘Graphical View’ to show a graphical representation of the governance process. Select ‘Notes and History’ to see the history of changes and notes added to the project.

• Click on the ‘Project Workbook’ hero button to access the project workbook. The workbook provides a single location for managing many aspects of the project including:

  • • Viewing milestones

    • Updating the risk log

    • Updating the issue log

    • Updating the change log

    • Updating the resource plan

    • Updating costs

    • Updating the decisions log

    • Updating the actions log

    • Updating the dependencies log

    • Updating the assumptions log

    • Updating the lessons learned log

    • Updating financial benefits

• Refer to the Project Workbook End User Guide for further help with the Project Workbook.

• If the project is of a type that uses task planning (sometimes known as a work breakdown structure or WBS), there will be a ‘Timeline’ content area.

• This content area provides a Gantt view of project milestones

• Click on the ‘Drill-down’ arrow to access the project task plan.

• Refer to the Project Task Planning End User Guide for further help with the project task plan.

• If the project is of a type that uses task boards, there will be a ‘Task Progress’ content area.

• This content area shows the task boards created for the project and within each one the number of open versus closed tasks

• On the right of the content area is a summary of all tasks across all the boards showing the number unassigned, number assigned and the total of all tasks.

• Click on the ‘+’ icon to create a new board

• Refer to the Project Task Boards End User Guide for further help with task boards.

• The cost content area shows a breakdown of costs, both as they are currently defined and what they were on the previous status report.

• The risk heatmap shows a summary of risks based on Impact and Probability.

• Drill-down from this content area to open the project risk analysis page which provides a more in-depth view of risks for the projects.

• Project risks are managed through any of the following methods:

  • • Project workbook (Hero button on the overview page)

    • Project Status report (Icon on the project overview page)

    • Searching for forms of type ‘’Risk Form’

    • Creating a form of type ‘Risk Form’ (select ‘Submit New Form’ from the ‘Forms’ section of the fly-down menu.

• The issues content area shows a summary of issues logged against the project grouped by severity.

• Drill-down from this content area to open the project issue analysis page which provides a more in-depth view of issues for the project.

• Project issues are managed through any of the following methods:

  • • Project workbook (Hero button on the overview page)

    • Project Status report (Icon on the project overview page)

    • Searching for forms of type ‘Issue Form’

    • Creating a form of type ‘Issue Form (select ‘Submit New Form’ from the ‘Forms’ section of the fly-down menu.

• The change request content area shows a summary of the budget, unapproved changes and approved changes.

• Drill-down from this content area to open the project change analysis page which provides a more in-depth view of changes for the project.

• Project scope changes are managed through any of the following methods:

  • • Project workbook (Hero button on the overview page)

    • Project Status report (Icon on the project overview page)

    • Searching for forms of type ‘Change Request Form’

    • Creating a form of type ‘Change Request Form’ (select ‘Submit New Form’ from the ‘Forms’ section of the fly-down menu.

• The ‘Project Team’ content area defines who the participants are in terms of accessing the project in the tool. Such an example might be who can submit a status report or who can approve a gate.

• Use the ‘+’ icons in the content area to add ‘Project Managers, Sponsors, Approvers and other Members of the project.

• Select the ‘x’ icon for the circular profile image to remove a person as a participant.

• Drill-down from the ‘Project Team’ content area to access the resource plan. Unlike the project team (which defines who has access to the project in the tool), the resource plan defines the staffing requirements of the project in terms of doing the work.

• Refer to the Project Resourcing End User Guide for further details about how to update the resource plan.

• The ‘Project Team’ content area defines who the participants are in terms of accessing the project in the tool. Such an example might be who can submit a status report or who can approve a gate.

• Use the ‘+’ icons in the content area to add ‘Project Managers, Sponsors, Approvers and other Members of the project.

• Select the ‘x’ icon for the circular profile image to remove a person as a participant.

• Drill-down from the ‘Project Team’ content area to access the resource plan. Unlike the project team (which defines who has access to the project in the tool), the resource plan defines the staffing requirements of the project in terms of doing the work.

• Refer to the Project Resourcing End User Guide for further details about how to update the resource plan.

• This content area allows the definition of expected project outcomes and the deliverables supporting those outcomes. Outcomes need to be defined before deliverables can reference them.

• Click on the ‘+’ sign next to ‘Add Outcome’ to add a new outcome. A form will be displayed to collect information about the outcome, including a field to assign responsibility and track due dates.

• Click on the ‘+’ sign next to the ‘Add Deliverable’ to add a new deliverable. A form will be displayed to collect information about the deliverable, including the outcome it supports and who it is assigned to. If the deliverable is document based an attachments field is available to attach a template or the finished deliverable.

• Use the drill-down to access the project deliverables page which will list outcomes and deliverables in more detail.

• This content area allows the attachment of project documents.