The Inmanage application provides project profile pages that allow you to manage the basic information and details of your projects in an organized manner. This guide will walk you through how to use project profile pages and how they can be beneficial for managing your projects.
Click on the "Projects" Button in the Sidebar: Access the page where your projects are listed by clicking on the "Projects" button located in the left sidebar. This page provides an overview of all your projects and tasks.
Select the Project to View the Profile: Choose the project whose profile you want to view from the list. Click the "Project Profile" button next to the project name to access the project profile page.
Edit General Information:
Project Name: Enter or edit the full name of your project. This reflects the identity and content of your project.
Project Type: Specify the type and category of your project. This defines the nature and purpose of your project.
Start and End Dates: Enter the start and end dates of your project to set the time frame.
Add and Manage Milestones:
Add Milestones: Click the "Add Milestone" button on the project profile page to add new milestones. This sets important stages and goals for your project.
Manage Milestones: Edit the milestones you’ve added, set their dates, and track these stages for project progress.
Manage Project Units:
Add and Edit Units: Click the "Add Unit" button on the project profile page to add new units to the project. Assign leaders and members to each unit to clarify responsibility distribution in project management.
Unit Performance: Monitor the performance and task completion rates of units and make adjustments as needed.
Define Members and Their Roles:
Add Members: Click the "Add Member" button on the project profile page to add new members to the project. Define each member's role and tasks within the project.
Roles and Responsibilities: Clarify the roles and responsibilities of members to optimize task distribution in the project.
Manage Documents and Resources:
Add and Edit Documents: Add and edit documents related to the project. This ensures easy access to documents on the project profile page.
Resource Management: Identify and manage the resources needed for the project on the project profile page.
Track Activities and Updates:
Activity Tracking: Monitor all activities and updates related to the project. This provides information about project progress and ensures that the current status is tracked.
Comments and Feedback: Monitor the comments and feedback from your members on the project profile page and use this information in project management.
Benefits of the Project Profile Page
Comprehensive Project Information: The project profile collects all basic information and details of your projects in one place. This makes managing and tracking your projects easier.
Easy Access and Editing: Easily edit and update project information and documents. This ensures access to up-to-date information at every stage of your project.
Efficient Project Management: The project profile allows you to manage and organize every stage of your projects in detail.
Points to Consider When Using the Project Profile
Accurate and Up-to-Date Information: Keep project information accurate and up-to-date to ensure clear information flow at every stage of your project.
Document Management: Regularly update project-related documents to ensure complete and comprehensive project documentation.
Utilize Feedback: Use feedback from members to improve and optimize project management processes. This guide explains step-by-step how to use the project profile pages in the Inmanage application. By organizing your projects more systematically and accessing them easily when needed, you can create a productive working environment with your team.