2.4 Creating and Managing a Project Management Workspace

Project Management workspaces include special accessories that help leaders track the progress of task completion for potentially large projects. Although Project Management workspaces can contain any type of folder, they are specifically designed to work in conjunction with Task and Milestone folders.

2.4.1 Creating a Project Management Workspace

  1. Navigate to the place in Teaming where you want to create the Project Management Workspace.

  2. In the Workspace toolbar, click Manage > Add New Workspace.

    The Add New Workspace page is displayed.

  3. In the Workspace Title field, specify a name for the Project Management workspace.

  4. In the Workspace section, select Project Management Workspace.

  5. Click OK.

2.4.2 Managing a Project Management Workspace

After you create the Project Management workspace, notice that the workspace contains key folders, such as a Task folder, Milestone folder, File folder, and so forth.

The home page of the Project Management workspace provides the following features that enable you to better manage your project:

Task Summary Accessory: This accessory lists all of the tasks that exist in the Task folder of your Project Management workspace.

To modify the information in this accessory, navigate to the Task folder of this Project Management workspace. For information about Task folders, see Working with Task Folders in the Novell Teaming 2.1 User Guide.

Project Information Box: Displays the Status, Manager, and Due Date of the project.

To modify this information:

  1. In the Workspace toolbar, click Manage > Modify This Folder.

  2. In the Project Information Box section, modify the Manager, Status, and Due Date fields as needed.

  3. Click OK.

Project Statistics: Displays the current task and milestone statistics that are associated with the project.

2.4.3 Understanding Tasks and Milestones

Because tasks and milestones make up important information in your Project Management workspace, it is important that you understand how they work.

Understanding Tasks

For information about Task folders, see Working with Task Folders in the Novell Teaming 2.1 User Guide.

Understanding Milestones

The Milestones folder contains the various milestones for a project. Each milestone entry has specific task folders that are associated with the milestone. When all of the tasks in the task folders are complete, you can mark the milestone that is associated with those tasks as completed.

Creating a Milestone
  1. Navigate to the Milestone folder in your Project Management workspace.

  2. In the Folder toolbar, click Add Milestone.

    The Milestone page is displayed.

  3. Specify the following information:

    Title: Provide a title for the milestone.

    Description: Describe the milestone.

    Due Date: Specify when the milestone is due.

    Responsible: Specify the users who are responsible for completing the milestone.

    Responsible Groups: Specify the groups who are responsible for completing the milestone.

    Responsible Teams: Specify the teams who are responsible for completing the milestone.

    Send an E-Mail Notification to Responsibles: Send an e-mail notification to users, groups, and teams who are responsible for completing the milestone, notifying them about the new milestone.

    Status: Use the drop-down list to specify a status for the milestone (Open, Reopen, Completed).

    Task Folders: Use the tree to navigate to and select the task folders that you want to associate with the milestone.

    The tasks in these task folders must be completed before the milestone can be marked as Completed.

    Attachments: Attach any appropriate files.

    Subscribe to This Entry: You can configure Teaming to send you notifications when activity takes place in this entry. For more information, see Subscribing to a Folder or Entry in the Novell Teaming 2.1 User Guide.

    Send E-Mail When Entry is Submitted: To ensure that certain co-workers are aware of your entry, you can send them an e-mail directly from Teaming, notifying them that an entry has been created. For more information, see Filling Out the Send E-Mail Page in the Novell Teaming 2.1 User Guide.

Using the Milestone Folder

The Milestone folder contains the following columns that contain information about each milestone:

Name: Displays the name of the milestone.

Responsible: Displays the people who are responsible for the milestone.

Tasks: Displays the task folders that are associated with the milestone.

Mouse over the colors in the bar chart, and Teaming explains the value (needs action, in process, completed).

Status: Displays the status of the milestone.

Due date: Displays the due date of the milestone.

Modifying a Milestone
  1. In the Milestone folder, click the milestone name in the Name column.

    The milestone entry is displayed.

  2. In the Entry toolbar, click Modify.

    The Milestone page is displayed.

  3. Make any modifications, then click OK.

    You might need to refresh the page for your changes to be displayed.