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End-User Procedures for Project Management

This is an example of the procedures an end user may follow to manage projects. This section provides instructions for the following procedures:

• Creating Projects
• Associating Contacts with a Project
• Providing Access to a Project
• Creating Activities Using Activity Plans
• Creating Project Activities Manually
• Creating Tasks
• Adding Activities to a Task
• Viewing Tasks
• Using the Team Workbook
• Setting Up Roles in a Project Team Workbook
• Associating Skills and Competencies with Team Workbook Roles
• Setting Rates for Project Staff
• Adding Subcontractor Information
• Associating a Subcontractor Resource with a Project
• Assessing and Adding Risks to a Project
• Creating Risk Resolution Activities
• Creating a Status Report for a Project
• Associating Risks with a Status Report
• Attaching a File to a Project
• Adding a Note to a Project
• Creating an Order for Project Materials
• Changing the Delivery Status of a Project