The purpose of this article is to help guide you on how to get started with creating your own projects within Activ8 software.
Project Management is a useful tool that allows you to manage, own, track and plan your current and future projects. You can keep track of the project details, scope, plan, resources, budget, documents, indicators, notes and closure.
Navigating To New Projects
First, navigate to ‘Workflow’ in the left-hand panel. From the drop-down menu, select ‘Project Management’.
If you are not able to see the ‘Project Management’ section, this might be because your user role does not have access to this function.
To set-up your User Roles, read this article.
After selecting ‘Project Management’, you’re taken to the ‘My Projects’ window where you can click on the ‘New Projects’ button.
After clicking on ‘New Projects’, you have the option to choose between creating a new project or loading a template from a previous project.
To learn how to create and save a template, read this article.
Setting Up A New Project
First, give your project an appropriate name. There is a limit of 50 characters.
Next, select the user responsible for managing the project by filling in the ‘Manager’ field.
Select the users that will be observing the project in the ‘Observers’ field.
Choose a start and end date for the project.
Select the company that the project applies to in the ‘Company’ field.
You’ll also need to add a purpose in the specified field. Along with that, you must include any possible risks that you would associate with the project.
You can also include scope and closure templates where applicable.
To learn how to create and save a scope or closure template for a project, read this article.
Select ‘Create’ for your new project to load. This project will stay under the ‘Planning’ phase until you publish the project (or parts thereof), in which case you would then find it under ‘Active’.
Loading A Project Template
From the ‘New Project’ window, select the ‘Load Template’ tab. Next, give your project an appropriate name, remembering the 50 character limit.
From there, load the relevant template that you’d like to base the project on by finding it in the drop-down menu in the ‘Template’ field.
Choose a start and end date for your project. Finally, select the template content that you like to load. You have seven options: Plan, Resources, Indicators, Notes, Scope, Budget, and Closure. Untick the irrelevant items.
Once you’re satisfied, click on ‘Load’ for your new project to load from your selected template.
Please note that this project will stay in the ‘Planning’ phase until you publish the project (or parts thereof), in which case you can find it under the ‘Active’ section.
Now you are ready to start your project planning.
I Am Unable To Create A Project
When creating a new project, ensure that the following fields have been correctly populated with information.
To help you understand which fields to fill in, click on the green ‘Create’ button. A red box will appear around the fields where you need to add information.
After you have filled in all the above information, click on ‘Create’ again.