Projects

Projects (sometimes known as Initiatives) are a hierarchy object type. They are typically pieces of work with a moderate to long time-frame. They are typically made up of Features, Stories and Tasks.

Projects can either be connected to a Portfolio or directly to the company. However, please note that Projects can only be connected to one parent.

When would I use a Project?

You would typically use a project when you are running a distinct piece of work with fairly clear outcomes. This is typically something that would take between 3 months and 2 years to complete and will have a definitive start and end date.

What can I do with a Project?

When you create a project, it will allow you to aggregate information for all items within it. For example, if you create a project with a number of tasks which in turn have sub-tasks. The project will allow you to run reports that show aggregate measures for all the work items under it.

To build up a portfolio you can add child work items. These will be either:

• Features,

• Stories or

• Tasks

You can also directly add Functional Objects to the project. The functional objects you can add are as follows:

• Attachments

• Benefits

• Comments

• Checklist

• Dependencies

• Funding Allocations

• Ideas

• Milestones

• Reports

• Risks

• Issues

You can manage data against the portfolios using the following interfaces:

• Element Board

• Timeline

You can get the following reporting on Portfolios

• Audit Logs

• Status Reporting

• Benefits

• Dependencies

• Features

• Funding

• Hierarchy

• Ideas

• Milestones

• Projects

• Risks and Issues

• Stories

• Tasks

• Transactions