Managing an existing project

The Project Management Page in ProcessPlot helps you keep track of your project, manage tasks, and see timelines. It gives you all the tools you need to make sure your project runs smoothly and stays on schedule. You can access your existing projects from the Saved Projects page (https://app.processplot.com/projects).

Overview of the Project Management Page #

The Project Management page is divided into sections that help you view and manage your project.

1. Project Header #

At the top of the page, you’ll find key information about the project:

• Project Name and Code: The name of the project and its unique code (e.g., CSCR-11).
• Status: The current status of the project, like On Track or Delayed.
• Team and Timeline: Shows who owns the project, the start date, and when it’s expected to end.
• The three-dot menu in the header lets you:
  • Cancel the Project:
    • This permanently stops the project.
    • You’ll need to confirm this action, and once canceled, it can’t be undone.
    • Use this if the project is no longer needed.
  • Put the Project On Hold:
    • This pauses the project, and you can resume it later.
    • You can write down a reason for putting it on hold, which can be helpful for situations like waiting on customer feedback.
    • Once you’re ready to continue, you can resume the project.

2. Step List #

This section shows all the steps in the project in a simple table. Each row represents a task and includes:

• Name: The step name.
• Start and Finish Dates: When the step is scheduled to begin and end.
• Duration: How many days the step is expected to take.
• Status: The current state of the step, such as:
  • On Track: The step is going as planned.
  • Waiting: The step depends on another task being completed first.
  • Delayed: The step hasn’t been completed on time.

Click on a task to expand it and see more details.

3. Step Details #

When you expand a step, you can see:

• Team: The person or group responsible for the step.
• Tool: The platform or software used for the step (e.g., Jira).
• Start and Finish Dates: The scheduled and projected dates for the step.
• Duration: The number of days assigned to the step.
• Next Step: The step that comes after the current one.
• Description: A brief explanation of what the step involves.

Subtasks #

Each step includes smaller actions or subtasks. These are shown in a list with:

• Done: Checkboxes to mark each subtask as completed.
• Name: The name of the subtask.
• Team: Who is responsible for the subtask.
• Completed: Whether the subtask is completed or not. If a subtask is completed, hovering over the field allows to edit the completion date.

Actions Section #

At the bottom of each step’s details, there are the following two buttons:

• Complete: Marks the step as finished.
  • Reopen: If a step has been completed but additional work needs to be done within it, the project step can be reopened.
• Skip: Skips the step if it isn’t needed anymore.

Working with Project Steps and Timelines #

The Project Management Page makes it easy to handle timelines and share information between steps. Here’s how it works:

• Handover Information for Completed Steps:
  When you mark a step as completed, a handover window opens. This allows you to record information collected during the step that will be useful for the next step(s) in the project.
  • If there are multiple next steps, the handover window provides a separate section for each, as the information might differ for each step.
  • The input you add here will appear in the handover notes section of the corresponding next step, helping the assigned team start with all the necessary context.
• Skipping Steps:
  If a step is skipped (e.g., it’s optional or not relevant for the specific project), the duration of that step is automatically deducted from the project’s estimated completion date. This ensures that the timeline is adjusted dynamically, reflecting the shorter project duration.