Working with Projects

 

Learn how to create, edit, delete, and associate change with projects under this section.


Contents




Creating Projects:

There are two ways to accessing a New Project Form in ServiceDesk Plus application,

a. Quick Actions drop down

b. Projects Tab

 

a. Quick Actions drop-down menu

The Quick Actions drop-down menu is a quick navigator to instantly access the New Project form. Click Quick Actions drop-down menu -> Project under Create New block.

 

b. Projects Tab

  1. Click the Projects tab in the header pane.

  2. Click the New Project button to open the New Project form. (Use 'Add New Link' while creating first Project)

  3. Specify the Project Title, Description and Code

  4. Select the Project Type, Status and Priority from the drop down list.

  5. Specify Project Schedule Start and Schedule End date

 

Adding more details to the Project:

To evaluate Project against the projected plan, you are provided with the following additional fields:

  1. Actual Start Date and Actual End Date (for recording real-time project completion date).

  2. Projected On Date (planned date for project completion)

  3. Estimated Hours and Actual Hours (fields recording 'planned and real-time' time taken for the Project).

  4. Estimated Cost and Actual Cost (fields recording 'planned and real-time' expenditure towards the Project).

  5. For adding attachments to the Project, click Attach file button in the project's pane.

 

Scheduling Projects:

Project Scheduling not only helps you schedule the project but also determine whether the project is 'on-schedule', 'delayed' or 'ahead' by comparing it against real-time completion.

To schedule the project do the following:

  1. Configure the Scheduled Start and Scheduled End Date

  2. Fill in the Actual Start and Actual End Date (upon project completion)

  3. Based on Scheduled/Actual Dates, project would be considered:

 

Editing Projects

Deleting Projects

Project can be deleted in two ways:

a. Bulk Delete: From Project List View, select Project(s) to be deleted, and click on Delete Icon.

b. Single Delete: Enter the Project to be deleted - by clicking on Project Title - and click on Delete Icon

 

 

Project Overview Map

Project Overview Map (appearing upon clicking Actions Button within project's pane) provides a bird's eye view of the project. It's a map that walks you through the entire project with its Milestones and Tasks representing clearly the different layers existing within the project.

This map also indicates whether Milestones/Tasks have been completed by means of a Tick Mark .

 

 

 

Associating Change

Projects, apart from serving as entities that help achieve some specific goal, can also be associated with Change in the form of Change Implementation.

Project can be used as a large scale change implementation which has its own members and tasks. To associate project with Change, click on Actions button and select Associate Change option.

 

Note: An associated project can be dissociated by clicking on 'dissociate' option.

 

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