Project Management Overview › Project Management Components

Project Management Components

The project's tabs allow project managers to define and manage a wide range of project elements such as staffing the project, recording risks and issues, and activating processes.

When you first open your project, the Project: Properties: Main - General page appears. To view this page, from the Projects list page, click the name of the project you want to view. The tabs—Properties, Team, Tasks, Financial Plan, Chargebacks, Hierarchy, Collaboration, Risks/Issues/Changes, Processes, Audit, and Dashboard—display at the top of the page when you have a project.

Project Management consists of the following components:

• Properties. You can define project basics, such as the project's name, schedule, earned value details, to baselines that capture snapshots of the project at various stages in its lifecycle.
• Team. You can build a team that includes the staff who will perform the tasks and non-staff participants who can assist staff by communicating information, suggestions, and concerns.
• Tasks. You can create tasks and define a task hierarchy. You can also associate risks and issues to tasks to help monitor trouble spots.
• Financial Plan. You can create a detailed budget.

  Note: See the Financial Management User Guide for more information.

• Chargebacks. You can set up chargeback options, set up the project's debit rules, and view transactions.

  Note: See the Financial Management User Guide for more information.

• Hierarchy. You can build an investment hierarchy; view the financial and effort rollup of child investments; and view parent investments and services.
• Risks/Issues/Changes. You can identify and track the risks and issues that can endanger the project.
• Collaboration. Use this component to add folders and documents to the project.

  Note: See the Common Features and Personal Options User Guide for more information.

• Processes. You can create and run project-related processes.

  Note: See the Common Features and Personal Options User Guide for more information.

• Audit. You can record your project-related activity.

  Note: See the Common Features and Personal Options User Guide for more information.

• Dashboard. You can view a summary of project labor and team utilization data in graph and table formats.
• Reporting and Analysis. You can use reports and dashboards to track and analyze project activities and progress.

More information:

Managing Projects

Building Project Teams

Project Hierarchies

Risks, Issues, and Change Requests

Project Management Reports

Access Rights (Project Management)