When using project models, it is possible to set whether projects continue to follow the project model’s set-up, or whether the project manager has the rights to adjust the project set-up himself. For example, you can set whether the project manager can adjust the visibility of tabs or not: Check…
When using project models, it is possible to set whether projects continue to follow the project model’s set-up, or whether the project manager has the rights to adjust the project set-up himself. These permissions can be set for tabs, canvasses and Kanban lists. When a project is started, the project…
Go to your OU via Start. Select the Models tab. Under the heading Project models you can adjust an existing model or create a new project model. If you have already made project models for the standard projects, they will first be opened in classic mode. Via the mode switcher…
It is possible to use classic projects in the new Project app by changing the mode switcher from classic to default. This option is also available to project managers, but may not be desirable in certain situations. Therefore, it is now also possible to make the mode switcher only available…
It is possible to use classic portfolios in the new Portfolio app by changing the mode switcher from classic to default. This option is also available to portfolio managers, but may not be desirable in certain situations. Therefore, it is now also possible to make the mode switcher only available…
In the Strategy app you can add or archive your own perspectives. Add a new perspective Go to the Strategy app and open the desired Strategy. Click on + ADD PERSPECTIVE under the existing perspectives. Enter the name of the new perspective and click on Add. Archive an existing perspective…
In the Strategy app you can add your own objectives: Go to the Strategy app and navigate to the intended strategy or create a new strategy. Click on ADD OBJECTIVE next to the correct perspective to create a new objective. After creating the objective, click on the card to set…
Strategic objectives are set in the Strategy app. After creating the objectives, go to the Balancing tab in the Portfolio app and click on the icon at the top right: Click Objectives and click Select objectives from strategy. Then click + ADD OBJECTIVES FROM STRATEGY. Select the desired strategy and…
Objectives from the portfolio are created in the Balancing tab: Via the Portfolio app, go to the Balancing tab and click on the icon at the right top. In the drop-down menu, choose Objectives for this portfolio. Then click + ADD OBJECTIVE. Enter the name of the objective and choose…
In the Balancing tab you can balance items using balancing criteria: Via the Portfolio app, go to the Balancing tab and click on BALANCING CRITERIA to expand the menu. Choose the items you will be balancing (your balancing scope). You can choose all visible items, selected items only or items…
