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Description - further detailed explanation of the checkpoint.
Index - will ensure correct order in lists of checkpoints. Note that the sorting is alphabetical, not numerical. 1 comes after 02.
Process - will cause the checkpoint to appear in the correct process in the Process Map. This will make the use of checkpoints much easier for end users.
Role - if there is a need for filtering on role in the process resource map.
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Project document/ delivery plan checklist template
Checklist templates for document/delivery plan are added/edited in the left menu in Manage under Project. Each item must belong to a checklist name - that is, a category of checklist items. Add a title and at least one project type. Optional additional data are:
Instructions - further detailed explanation of the checklist
Sorting - will ensure correct order in lists of checkpoints. Note that the sorting is alphabetical, not numerical. So 1 comes after 02.
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Create a new Project
To create a new project, two steps are involved:
Create an item in the project list
Create a project room in a project
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To create a project, go to the list called Projects under Project in Manage. The default view shows all projects the logged-in user is either responsible for, or is a member of.