How to set up a new project?
You can set up a new project in a new or existing workspace that you are the owner or at least administrator of. Simply go to the project section of your workspace dashboard and click on “NEW PROJECT”. A wizard will guide you through the entire process of creating your new project and, depending on the size and complexity of your project, suggest the modules required for your project. Here you also have the possibility to customize your workspace or project with your own logos, which will be used later in all reports. After creating the project, we recommend that you work through the tasks stored in the Task section to set up your working environment.
When will my new project start?
After your new project has been created, it has the status ‘Not started’. Your project will be started if you have at least one active task and your project contract has been checked and frozen. After that your project is in the status ‘Started’.
How to invite new team members to your project?
You can invite team members through the organization module. Go to the project you want to invite the new team member to, go to the “Organization”-module and click on “Invite member to workspace”. The invited will receive an email and can either add his existing account to the project or simply sets up a new one.
When will my project be completed?
After all tasks in the project have been completed and the Project close down report has been filled, your project will be set to ‘Finished’.
What is a project contract?
The project contract is a framework agreement between the project manager and the project sponsor. It contains a description of the project as well as the further details such as limitation, objectives, non-objectives, dates and budgets.
What does it mean to freeze the project contract?
Once the project contract is frozen, it cannot be edited anymore.The reason is simply put, that the agreement is meant to set the foundation of the project. After freezing the project contract, the project is started.