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Project management
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Contents
Project management
7 Articles
in this category
Written by
Ian Rautelin
,
Tim Ray
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Overview
The Sovelia Project Template is used to manage project driven design tasks. Projects can consist of phases and tasks that are assigned to users. Any related information can be linked to the project structure. (Detailed scheduling, resource manage...
Written by
Ian Rautelin
Updated on : 17 Oct 2022
Project types
The initial type classification is very straight forward; There is a single project type, phases and tasks. If required, more more detailed project types can be configured. E.g. delivery project, development project, sales project, etc. Thes...
Written by
Ian Rautelin
Updated on : 17 Oct 2022
Data fields
There are few fields preconfigured for projects in the Sovelia Template. In addition to standard fields, projects have Project manager , Planned finish date and Text (free text area). Phases and tasks have fields Assigned to ...
Written by
Tim Ray
,
Ian Rautelin
Updated on : 03 Apr 2023
Lifecycle
Projects, phases and tasks have the same lifecycle with one exception; Phases and tasks have an Assigned state to help manage the process.
Written by
Ian Rautelin
Updated on : 17 Jan 2024
Lifecycle rules
The default lifecycle rules for project are very simple and flexible. Only when promoting parts of the project structure to Completed , the child objects are checked and they must also be Completed . No checks are made from child to parent...
Written by
Ian Rautelin
Updated on : 17 Oct 2022
Roles
Roles control access rights to information Sovelia. Some parts of the interface are also role based. For example, creation functions are not visible to viewers and workflow charts are only visible to the relevant roles. The following simple roles ...
Written by
Ian Rautelin
Updated on : 17 Jan 2024
Workflow
Various charts can be used to manage the workflow. My Projects - Lists all the projects in which you are the project manager. The projects are group by status. My Phases & Tasks - List all Phases & Tasks assigned to you. ...
Written by
Ian Rautelin
Updated on : 17 Oct 2022