Projects and Hierarchy

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Summary

Senior Managers must define the projects you are working on
within a hierarchical structure set up by the Administrator

Users must then be assigned to Project Teams
and Senior Managers can view reports showing how staff are deployed

How to use this section

You can either read through and scroll down through the screen images and associated commentary
or go direct to the bit you are interested in by clicking on the links below:

Project definitions are maintained by Senior Managers occasionally, as required

Build and maintain your project hierarchy
Print a project structure diagram
Produce reports showing staff deployment

Project Teams are maintained by Project Managers or their delegates as necessary

Assign people to Project Teams

The Administrator uses this screen once when Silver-Owl is installed

Define your business/company structure

Projects are created within two higher levels of a hierarchical structure by a Senior Manager

New projects can be entered here or can be loaded from requests from other users

Each project must have at least one Phase and may have more if required

Each project is assigned a code, a Project Manager and allocated to a Cost Centre

It will be designated as either a Development project (having a specific start and end point) ...
... or as an ongoing Background project. Development projects should have Progress Reports

The titles of 'Business' and 'Domain' can be changed by the Administrator to reflect your company

This diagram shows all, or only current projects and their position in the project hierarchy

It can be printed in A4 or A3 format and may require multiple pages

The Silver-Owl logo can be replaced with your own

This report lists all staff and the project they are assigned to

It gives the proportion of their time they are expected to utilise over the next month

A reduced version shows all those with more than 100% of their time allocated ...
... based upon the percentages entered into the Project Team Members screen

This shows all projects and the estimated time that team members are expected to spend on each

 

Each project has Team Members which must include a Project Manager

Team Members are assigned a primary Role and may be given Update Access to project data

You may specify the proportion of their time expected on each project over (say) the next month ...
... this may be used by a Senior Manager as a guide to potential workload difficulties

Projects are structured within two higher levels of a project hierarchy

These are defined by the Administrator when installing Silver-Owl but can be changed later ...
... for example 'Business' or 'Site' or 'Division' or 'Domain' may be appropriate titles

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