Declined Projects If a project request is declined, the project manager should communicate this information to the project requestor. Provide any recommendations as to what would be required or needed to the project request in the future to the functional owner/project champion/project requestor. Project Management Project Build Out This section describes the requirements to be made on a newly activated project by the project manager. Creating a Project (without a request) To create a new project, enter the Projects application and expand the link “Administration” in the left navigation. Click a Project” and complete the required fields in the “Create section and click “General” “Save.” Note: The project will need to be a user in the People database. The sponsor will “sponsor” need to be added using the icon if they are not in the database. “+” Resource Management Options By clicking on each category, the window will display in edit-mode. the ‘Resource Mgmt’ field, By Project’ is the default option. You can keep this selection if you ‘Manage want resources to be allocated at the project-level regardless (i.e. the hour values entered for each resource within the Resource section of the Project Explorer window) of whether they are assigned to specific tasks in a project plan. Otherwise, click on By Plan’ if you ‘Manage want resource allocation to come from project plan task assignments. Project Dates Review and modify the project as needed. Click on the calendar icon in the Date’ ‘Start and Date’ fields to easily change between months and selecting the appropriate date. ‘End
Declined Projects If a project request is declined, the project manager should communicate this information to the project requestor. Provide any recommendations as to what would be required or needed to the project request in the future to the functional owner/project champion/project requestor. Project Management Project Build Out This section describes the requirements to be made on a newly activated project by the project manager. Creating a Project (without a request) To create a new project, enter the Projects application and expand the “Administration” link in the left navigation. Click “Create a Project” and complete the required fields in the “General” section and click “Save.” Note: The project “sponsor” will need to be a user in the People database. The sponsor will need to be added using the “+” icon if they are not in the database. Resource Management Options By clicking on each category, the window will display in edit-mode. the ‘Resource Mgmt’ field, ‘Manage By Project’ is the default option. You can keep this selection if you want resources to be allocated at the project-level regardless (i.e. the hour values entered for each resource within the Resource section of the Project Explorer window) of whether they are assigned to specific tasks in a project plan. Otherwise, click on ‘Manage By Plan’ if you want resource allocation to come from project plan task assignments. Project Dates Review and modify the project as needed. Click on the calendar icon in the ‘Start Date’ and ‘End Date’ fields to easily change between months and selecting the appropriate date.
TeamDynamix%20V8.2%20User%20Guide.docx