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The new PMF Project system allows you to not only measure projects, but gives you the ability to also manage them:
Projects no longer have separate budget and schedule metrics. Instead, project budget metrics are based on analyzing the task-level spend vs. the project-level budget. Project schedule metrics are based on analyzing the task schedules (start dates, completed dates, and Progress) of each task.
Classic PMF Project reports report summaries of the tasks of a project. The reports available are:
Each migrated project will have a single task pre-determined. The task will be named after the project (similar to what happens when you create a project and save it without altering it). Note that the start date of a migrated project, completed date, and total budget will reflect the data of the migrated project. Any project-level budget or schedule records will be deleted from the system.
To create a new project, perform the following steps:
The New Project panel opens.
Note: If you choose Save now, one Task will be automatically created in New mode. Every project must have at least one Task assigned to it. The name of the Task will be the name of the project.
You can enter tasks at will, or press the Tab key to move to the next row.
For more information on the available options on this panel, see Projects.
Note: You can drill into any individual Task from the Tasks panel in Projects, or the end-user Tasks gadget.
From the Tasks tab:
Note: You can drill into any individual Task from the Tasks panel in Projects, or the end-user Tasks gadget.
From the Tasks tab:
Note: If you switch the status from In Progress to Assigned, the Start Date will be cleared.
From the Tasks tab:
The Edit Task panel opens.
Note: An Owner can only edit or delete their own Effective Date, Feedback, or Expenditure entries.
The Info Tab in the Edit Task panel will display the aggregated Spend data in the Task Expenditure field.
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You can control the content visible from the drill for each Project or Project Task in PMF using the Content tab on the Project panel. Any Content managed within PMF can be added to the menus.
There are two menus available. These options control the drill menu that is activated when you click:
By default, all Projects in PMF use the same menu. You do not need to do anything to configure this menu. It is automatically configured whenever a new Project is created in the system.
If you want to configure a menu for a particular Project:
The available projects display.
The Edit Project panel opens.
The Content menus configured for that project display, as shown in the following image.
The new menu is now configured. Whenever you select the name or values for that project, PMF displays the Content menus that you configured.
You can quickly design a default menu that all Projects will use. This gives all Projects that do not have specific menus a fallback. The system ships with a default menu configured. Performing the steps in the following procedure will override those settings.
To change the default menu for Project Name or Task Detail drills:
The available projects display.
The Edit Project panel opens.
The Content menus configured for that project display,
The menu that you specified is now configured as the default. Whenever you click the name or task for any Project that does not already have a specific menu configured, PMF will display the default Content menu that you configured here.
You can clear any specific metric menu that was previously configured for a Project. When you do this, the Project Name or Task Detail menu of the project will always display the default as currently configured.
The Edit Project panel opens.
The Content menus configured for that project display,
Any specific metric menu for the Project is deleted, and the Project will now use the default. Whenever you click the name or task detail items for the project, depending on which menus you cleared, PMF will display the default Content menu that you configured here.
Note: You can drill into any individual Task from the Tasks panel in Projects, or the end-user Tasks gadget.
From the Tasks tab:
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