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Task

Directions

Getting Access


Creating Projects


How do I create a project?

In order to ensure good financial management of our work, new projects within Daptiv PPM must be requested by creating a Project Request.  Once the project request form has been completed and saved, it will be routed to the appropriate group to review based on your Directorate within IS&T.  You will be notified once your project has been reviewed and acted upon.

 Updating Projects


How do I get my project to appear correctly for the Project Snapshot?

Darlene wrote this handy illustrated manual in Word format

How do I update my project status?

To update the Project Status, click on Update Status from the Project Menu.  The Update Project Status page displays with the current status at the top of the page.  Scroll down to the Update Status section and select values for Timeline, Scope, Budget, and Sponsor Relationship.  In general, Green indicates that there are no issues, Yellow indicates that some attention to that area would benefit the project and Red indicates that immediate action is needed.  You should also update the Project State and Phase and can add supplementary notes.  When you are finished, click on the Save button in the bottom right corner.

 Working with Resources


What kinds of resources can I request on my project?

Resource types are the basic skills types that each person can bring to a project.  The most frequently used resource types are: 

  • Business Analyst
  • Database Administrator
  • Developer
  • Documentation Writer
  • Management
  • Project Manager
  • System Administrator
  • Technical Architect
  • Trainer

 Reporting

 

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