ServiceDesk Plus

    Working with Projects


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





    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.


    Creating Projects from a Template


    For projects that are frequently repeated, you can create a project template to save time and effort spent on re-creating the project each time from scratch. In project templates, you can add milestones, tasks, and even task dependencies


    To create a project from a project template, do the following:

    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. Select from the Project Templates on the drop-down list.
    4. Fill out the required fileds as defined in the template and save the project.


    Note: For information on creating project templates, click here

    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:

      • On Schedule if the Scheduled Date and Actual Date are the same.

      • Delayed if the Project (Actual Date) has past the Scheduled Date. (no of days by which project is delayed gets displayed on the project list view page)

      • Ahead if the Project (Actual Date) is completed before the Scheduled Date. (no of days by which project is ahead gets displayed on the project list view page)



    Editing Projects

    • Select the Project in the Project List View page and click on Edit Icon edit in the Project pane.

    • Implement the necessary changes and click on Update Project


    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 delete_pro



    Project Overview Map

    Project Overview Map (appearing upon clicking Actions Button actions_1 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 tick_mark.






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