1 Introduction
Project is a project management system based on the use of predefined templates for Projects, Briefs, and Activities:
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Projects, whether a single project or a combination of sub-projects, typically end with the product-specific elements which can be linked to the product record and specification.
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Within each of these elements, whether a Project or Project (product) template, there are key details entered plus a list of activities.
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Each Activity has a specified number of working days, responsibilities, keys, gates (locks), specification links/Activity indicators, and so on, which when added together, create a critical path and project time line.
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Wherever possible, the commencement/completion of an Activity automatically updates the Project workflow. This reduces the need for users to access the project plan and separately confirm tasks have been commenced/completed.
Accessing Project
After logging into the system, users see an option to access Project from the main navigation bar at the top of the screen.
To access a Project option, select the option from the Project drop-down list.
Figure 1-1 Project Drop-Down List
The Project Administrator and Project Manager roles are only given to Retailer users. Supplier users have access to projects associated to their supplier/site.
Access to Project functionality is restricted by the following roles:
Project Administrator
This can be assigned to Retailer users who need to configure Project, Product, and Activity templates and the associated administration options.
If you have been assigned the Project Administrator Authority Profile, you can do the following:
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Access the Administration area and create, amend, or delete what has been set up for Project, such as, templates, teams, and pick list values.
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Create, amend, or delete Projects, Activities and Briefs.
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Schedule projects.
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Unlink records from a project.
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Access and maintain the system calendar.
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Access the Global Changes option to reassign the project managers.
Project Manager
This can be assigned to users who need to create projects and edit schedules.
If you have been assigned the Project Manager Authority Profile, you can do the following for those projects for which you are responsible:
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Access the Administration area and view what has been set up for Project, such as, templates, teams, and pick list values.
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Create, amend, or delete Projects, Activities and Briefs.
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Schedule projects.
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Unlink records from a project.