Creating a Definition
Select Definition
Select Create Definition
Enter Definition details then click create
Note that you will need to create a charge-out contract before creating a Definition
Select the pen Icon to make changes to the Definition details
Cloning a Definition
Select the 3 dots of the Definition you want to clone then click clone
Initial Definition Setup
Approvers Setup
Select the Approvers Icon
Select the approvers to add to this Definition
Once the approver is added you can send Definition for approval once ready
Share Users Setup
Select the Share Icon
Select the user you want to invite to have access to the Definition
Select the permissions and then share
Definition Notes
Select the Notes Icon
Select add new
Enter the note/message then click the save icon or delete
Once a note has been created all users with access to the Definition will get a red dot next to the note Icon to indicate a new note has been sent
Download Definition Report
Select the download Icon to download an excel Definition report
Definition Status
Change the definition status while ongoing, once the status is changed to Approved the Definition will be converted to a Project
Creating a Work Package
Select 'create work package'
Alternatively click the 3 dots of a Work package to add a child work package
Enter the work package details
Note that the Title, S-curve, Classification and start & end date are all required for when the Definition becomes a project
Select add resource
Enter the resource details then add
Note that the Process is the same for all resource while the details slightly differ
Select the Summary Icon on a work package to see a summary of the VOWD and price
Work Package Drag and drop
Navigate to WBS
Click the dotted square icon of a Work Package and drag to another position
Notes:
The WP will automatically reassign the correct WP reference once moved.
To move parent WPs you will need to minimise them if they have child WPs.
Adding Team Organogram
Select Team
Select Add team member
Enter team member name and role
Creating Project Schedule
Select Plan
Select the timeframe to view the plan
Double click the orange timeline of the WP you want to change, then enter the new date
Alternatively change the start and end date via the WP details on the WBS page
