Projects Module


Module Overview

The very essence of web2Project is the ability to effectively manage projects. The Project Module is the foundation for Task and the heart of the system. Almost every other module in the system uses the project module in some sort of capacity to pull or share information.

Creating a Project

Creating your first Project is a deceptively simple task. Clicking “Project” on the navigation bar and then click “New Project” on the right or by selecting “New Project” from the upper-right dropdown (pictured), you will immediately be taken to the New Project Screen.

Info by Gregor Cresnar from the Noun Project There are five major features currently implemented concerning Project Templates.

First, there are two primary date options: Selecting an Offset Date allows you to specify an arbitrary date in the future for the project to begin and Web2project will sequentially schedule all start and end dates into the future from this point. Selecting an End Date does the exact opposite. After choosing an End Date for your project, Web2project will schedule all tasks from the end of the project backwards into the past resulting in an estimated start date. Next, there are three different import options: “Keep Assignees” will preserve the assignments of all the users within the imported project. No notifications are generated, but if you have laid out the assignments in advance, there is nothing further to do. “Import related files” does exactly what it describes. This comes in useful when you have forms, checklists, etc attached to specific Tasks. These files are automatically copied to the new project without further action. Your files are copied and the originals are not affected in any way. “Import related forums” does exactly what it describes. These forums – but not postings – are copied to the new project without further action. Your forums are copied and the originals are not affected in any way.

Info by Gregor Cresnar from the Noun Project At the time of this writing, all budgetary fields are merely for documentation purposes and are not used for tracking, evaluation, or reporting in any way.

View your Projects (Projects Index Page)

When you click on Projects from the menu it takes you to the Projects List Page, also referred to as “The Queue”

The Project Queue contains a number of filters, tabs and options that you can use to help control your workflow.

At the top of the page is a filter to search for projects in the queue. There are also two other dropdown filters that allow you to filter projects by company, department or owner. This is helpful when you have an abundance of projects and you need to narrow your results.

Below the filters are a set of tabs. These tabs are designed to help you control a projects entire lifecycle from beginning to end. You can customize most of these tabs in the System Administration lookup Values.

Each tab contains a table where projects are listed. Each row represents a project, and each column contains useful information about the project at a glance.

View a specific Project (Projects View Page)

Clicking on the projects name in the projects list takes you to the project view page. This page displays important information about the project and other elements related to it.

The first window contains six (6) main sections.

At the bottom of the project view are sub-tabs. These tabs represent other modules that are associated with projects. The amount of tabs that appear here depend on what modules are active via the system administration.

By default the tabs shown here are:

Project Ownership / Company Filtering

One of the most common problems users face after they save their first project is that it seems to disappear. Normally the project still exists and no data was lost, but the user is unable to find it. When looking at the Project List screen, there is a dropdown in the upper left corner called “Company/ Division” (pictured below). This provides filtering to see projects for any individual company at a time. By changing this dropdown to “All”, all projects for any company the user has permissions for will be displayed.