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Projects quick start

This quick start is for complete beginners to Projects. It illustrates how to define objectives, risks, and procedures within a project, execute procedures, and report on issues.

Before you start

An administrator must do the following:

  1. Add you to Launchpad
  2. Assign you a role and / or privilege in Projects that allows you to create a project

Workflow

Note

Interface terms are customizable. Depending on your organization's settings, some terms may be different.

1. Create a new project

  1. From Launchpad, click Projects.
  2. Click New and select New Blank Project.
  3. Enter the details of the project.
  4. Select the Other Project/Audit project type and click Save.

    Result The project is created. The labels and terminology used in Projects are dependent upon the project type that you select.

2. Define objectives

  1. Click the Fieldwork tab.
  2. Click Add Objective to create an objective for the project.
    Tip

    Objectives help you organize the project and assign work out to the relevant owners.

  3. Enter the details of the objective and click Save.
  4. Repeat step 3 to add additional objectives.

    Result The objectives are added to the project.

3. Define risks

  1. Click the Fieldwork tab.
  2. Click Go To beside the appropriate objective, and select Project Plan.
  3. Click Add Risk.
  4. Enter the details of the risk and click Save.
  5. Repeat step 4 to add additional risks to the same objective.

    Result The risks are added within the objective.

4. Define procedures

  1. Click Procedure next to the View by label.
  2. Click Add Procedure.
  3. Enter the details of the procedure and click Save.
  4. Repeat step 3 to add additional procedures to the same objective.

    Result The procedures are added within the objective.

5. Execute procedures

  1. Click Execute Procedures.
  2. Click View/Edit beside the appropriate procedure.
  3. Enter the details in the Execute Procedures page and click Save.
  4. Optional. Do any of the following:
    • Create a request Click Add in the Requests side panel.
    • Identify an issue Click Add in the Issue List side panel.
    • Include supporting files Attach a file using the Drag & Drop uploader.
  5. To execute other procedures, click the side arrow next to Execute Procedures, select a procedure, and repeat steps 3-4.

Result You have executed procedures.

6. Report issues

Export a report or create a custom report:

  • Export a report Within the project, click the Issues tab and choose a report to download (.xlsx or .pdf).
  • Create a custom report From the Projects homepage, under Planning And Results, click Issue Tracker and use the Issue Report Builder to build a report.

Result You have exported or created a report.

© 2019 ACL Services Ltd. dba Galvanize.

Wednesday, May 22, 2019