Pinned Project Flashcards
Pinned Project: When you see this project opening up, it gives you a whole lot of data and this is really just the summary or a snapshot of the specific project.
If it came from a specific opportunity, you’ll see where that opportunity was so you start understanding your pipeline and if you start leveraging Power BI, you can start drilling across that type of information as well.
So here it shows me that my project type happens to be an ad hoc project and we are using the Surestep Rapid methodology that we’ve defined for the specific project, the project status is active, the owner information, the account tab.
There’s a whole lot of additional information that you can add. You can see my name has been produced multiple times for this project and that’s because from a demo point of view, I need to take on multiple roles to show you the full process of the actual demo.
So you can have a briefing, contract sent, signed so it gives us a great overview of the project for your project managers.
Pinned Project: You can also see the specific team members that are involved in this specific project so I’ve just associated one specific team member within my organization to this project.
If you have project teams, let’s say for example, you have a group of individuals within your organization that are experts in doing one type of project, you can put them into a team and automatically allocate them to a specific project.
If I’m wanting to find additional users, it’s quite a simple process to do. I’m going to add Zenib to this and it basically just looks through your organization and adds that individual to your project.
You can see the hourly rates so we have predefined projects. We have defined project hour types. You would decide and implement the actual hourly rate so when you have a contract for a specific project, you would define the budget for those projects.
If it changes because of negotiations through the opportunity phase, this gives you the opportunity to actually change the hour rates for that as well.
Pinned Project: You’ve got the financial overview to show you how much has been invoiced out, how big the actual opportunity is, what it needs to be invoiced.
If it’s integrated into your financial solution and we see that certain amounts of invoices have been paid, you will see the paid information here as well.
So this gives the project managers a good overview of the actual financial health of the project which is obviously important
Pinned Project: If I look at my the details component, this is where this shows the predefined blueprint or work breakdown structures, those templatized projects that we’ve actually built and predefined for you, so these are the various sub steps that we’ve defined and built on best practice for the specific type of project. We’ve defined the specific item types but if you wanted to, you can actually go in and change the specific line item type for that project if need be.
We have multiple, over seven different types of item types that you can build so from an hourly rate all the way through to recurring to product expense fixed
I’m just going to keep this at fixed fee for the time being and taking a step back and watching what you see here is that I’m not moving and between multiple screens it’s really just a backwards and forth on the actual project screen
Pinned Project: Notes
That email, which I tracked earlier within my Outlook against the project, there you can see there’s that specific email so anyone that’s actually involved with this project actually gets to see the full visibility around the project and the interactions with the specific project as well
Pinned Project: We also have an area called related and I want to show you something here.
So this is the specific budget, which you, as a user in the organization, would define the values and the hour quantities for the specific projects that you are running
- We give you the framework of the individual steps
- You fill out and provide the actual hour quantities and the hour rates as well
- These are the templates that sits as a standard within your organization but you can change it
- So let’s say for example during the opportunity phase, you realize that the scoping session is actually going to be much longer, it’s going to be double from a scoping aspect.
- You know and when you save this, you can see that the value actually does change
- It’s fully interactive and because it’s cloud-based, so if you’re looking at your projects, you know if a project manager changes something within a budget and you’re the owner of the organization and you run a report, know that you will have the most updated information available for you.
Pinned Project: I now want to allocate my resources to the specific project.
Once I do that, obviously it looks into my system. It looks at my utilization and the resources that are available. Are yorick and zane actually available for this?
Pinned Project: So it does a bit of thinking there as you can see but what I’m able to do now is I’m able to click immediately and look into my Gantt chart and this is a built-in Gantt chart into the solution so I don’t have to export anything.
I don’t have to take data out and put it into a separate application altogether. This is all running off the the same data that sits within Unit4 PSA
Pinned Project: So here I can see these are the various components.
Those are the sub steps that I’ve got. I can go down into the individual sub steps. It’s quite easy to scale it up and show a far more condensed version if i’m moving various components again, within the Gantt chart, it just tracks that information over as well
Pinned Project: Okay so what i’ve shown you now is
- An overview of the solution
- How easy it is to actually create a project
- Some of the various tabs within the actual project
- The summary of the tabs
- But now I want to show you how easy it actually is to present your time and expense
