Projects guides
Each guide is one complete workflow. For a control definition rather than a procedure, start from Projects capabilities.
Set the project up
Section titled “Set the project up”| Guide | What you get |
|---|---|
| Create a project | A project with a code, dates, budget, manager, and the right sections switched on. |
| Plan the schedule | Dates, milestones, a critical path, and a timeline that reflects real work. |
| Link task boards | The board that supplies progress, timeline, and time data. |
Staff it
Section titled “Staff it”| Guide | What you get |
|---|---|
| Build the resource pool | A directory of people with roles, skills, and capacity. |
| Allocate people to a project | A project team with percentages, dates, and visible over-allocation. |
Run it
Section titled “Run it”| Guide | What you get |
|---|---|
| Track the budget | A total, an expense ledger, and spend against commitment. |
| Manage risks and issues | A scored risk register and an issue log the dashboard reads. |
| Report on progress | The dashboard, the report pack, and the insight sections worth turning on. |