Example flow of a project - Support | Forecast PPM

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Example flow of a project

Creating a new project

The first thing to do in Forecast is to create a new project. This can easily be done through the global new item button.

A project must always as a minimum have:

  1. Name
  2. Stage
  3. Client
  4. Business unit
  5. Template

The rest of the fields are optional and can be used if desired.

Creating an initial plan

Before you really start doing the work that the project requires, it’s probably a good idea to create some form of plan, either high level or detailed (up to your preference). This plan can also be used to gain approval from the person ordering the project e.g. used for a Statement of Work (SoW), a proposal, or just be a plan before your boss approves it.

To create an initial plan you should most likely start by going to the work breakdown page.

Running the project

Once everyone is happy about the plan you can start running your project. To not waste time re-entering all the stuff from the plan (and also to be able to track the work compared to the initial plan) it’s recommended to just convert the initial plan to a running project.

Converting is easily done by clicking the “Convert” button from the plan. See how to convert to a running project. Before or after converting - it might be a good idea to take a snapshot of it.

Once you have converted the project and depending on the selected model, you might want go to either the backlog (agile projects) or the task list (waterfall projects).

Scheduling people

The scheduling module in Forecast enables you to get a birds-eye overview of what people are working on. Using the scheduling enables you to plan which projects people should work on and how much time they should spend. It also let’s you plan out idle time like sickness, vacations or holidays. Once people are scheduled to work on the different projects their allocated time is shown in the individual projects and used for many things like load planning, sprint planning and seeing how much time they have to dedicate to each project they’re working on.

Learn more about scheduling people.

Gaining project insights (Reporting)

It’s possible to get a number of insights on a single project. These range from simple project progress to burndowns, estimated time to complete and a variety of other metrics.

See the individual insights inside Forecast to learn more about what they contain.
Project Insights

Closing the project

Once a project is deemed complete it’s possible to go into the project settings and set the project stage as closed. Once a project is closed it is not possible for team members to work on the project anymore.

The project can though always be re-opened if all work is not completed. Just change the project stage to re-open it again. If the project is closed it’s only possible to view insights and frozen data on the project.

NOTE! Once a project is closed a number of advanced calculations is done on the entire dataset in the project. This can take up to several minutes, but the window can safely be closed while the data is being processed. The processing updates the automated machine learning algorithm to learn from everything that happened in the project so plans automatically can be improved for the next project.

If the project is re-opened and closed again the calculations will run once more to ensure that all new data has been processed.

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