Project management in Upchain

In this lesson, we’ll introduce you to the project management section of a project. We will create tasks, milestones and stage gates and use constraints to build out a project plan.

Creating a project plan?

In this video, we will discuss how to create a project plan using tasks, milestones and stage gates and how to join these activities together using constraints and dependencies.

Any referenced datasets can be downloaded from "Module downloads" in the module overview.

Key takeaways

  1. Project plans allow project managers to map out all of the tasks, milestones and stage gates for the project and keep track of task completion.
  2. Project team members can view all the tasks in the project and see which tasks are assigned to them or the team.
  3. Dependencies allow you to connect tasks that are dependent on each other for order of completion. 
  4. Constraints allow you to set parameters around when a task needs to be completed by.
  5. Tasks can be updated to reassign a team or project member, add a new member or change the dates.

Working with project tasks

In this video, we will discuss the workflow associated with project tasks and how the different team members will interact with the assigned task.

Any referenced datasets can be downloaded from "Module downloads" in the module overview.

Key takeaways

  1. Tasks can be created with or without a workflow. Tasks without a workflow will need to have their status manually updated.
  2. Tasks can be associated with a BOM item or have documentation attached to help complete the task.
  3. Assigned tasks are viewable under the My assignments section on the main dashboard. 
  4. Project managers should start the workflow for tasks they have assigned to team members.
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