Project Management

What is Project Management?

• projects: Organize work into projects with objectives, managers, and watchers
• status reports: Weekly status reporting with reminders, templates, and feedback
• team management: Assign multiple project managers and watchers
• programs: Group related projects under programs for portfolio management

Projects

• structure: Projects belong to programs and can have multiple objectives
• managers: Assign one or more project managers to oversee the project
• watchers: Add watchers to keep stakeholders informed without manager access
• reporting: Configure reporting schedules, due dates, reminders, and templates
• types: Projects can be Plan Builder only, Kanban only, or both

Status Reports

• weekly reports: Status reports are submitted weekly for each objective
• templates: Use custom report templates with structured fields
• due dates: Configure which day of the week and time reports are due
• timezone: Reports use your project's timezone for due date calculations
• reminders: Automatic reminders sent before report due dates (default 42 hours before)
• feedback: Managers can provide feedback on submitted reports
• status tracking: Reports show submission status (pending, submitted, overdue)

Report Scheduling

• due day: Set which day of the week reports are due (e.g., Friday)
• due time: Set the hour and minute reports are due (e.g., 5:00 PM)
• timezone: Reports use project timezone for due date calculations
• reminder hours: Configure how many hours before due date to send reminders (default 42)

Multi-Manager Support

• multiple managers: Projects can have multiple managers
• primary manager: One manager can be marked as primary
• access: All managers have full access to manage the project

Watchers

• read-only access: Watchers can view projects but cannot make changes
• notifications: Watchers receive updates about project changes
• multiple watchers: Projects can have multiple watchers

Objectives

• project objectives: Projects contain one or more objectives that represent goals or deliverables
• status reports: Each objective has its own weekly status reports
• plan builder: Objectives can have Plan Builder plans with tasks and dependencies
• kanban: Objectives can have Kanban boards for agile task management

Tips

• use templates: Create report templates to standardize status report structure
• set reminders: Configure reminder hours to ensure timely report submissions
• assign managers: Use multiple managers for distributed team leadership
• use watchers: Add stakeholders as watchers to keep them informed without manager access

FAQ

Can a project have multiple managers?

Yes. Projects support multiple managers with one marked as primary. All managers have full access to manage the project.

How do status report reminders work?

Reminders are sent automatically based on the configured reminder hours (default 42 hours before due date). The system calculates the reminder time using the project's timezone and due day/time settings.

What's the difference between a manager and a watcher?

Managers can make changes to the project, submit reports, and manage tasks. Watchers have read-only access and receive notifications about changes.

Can I customize status report fields?

Yes. Use report templates to define custom fields and structure for status reports. Templates can include various field types like text, select, date, etc.

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Last updated: 2025-01-16