Project-Assistant Help
-
Videos
-
Step-by-step guidance
Deliverable
Develop the habit of labeling deliverables as things, or nouns, it provides focus.
Double tap a deliverable to open.
4.
2.
1.
3.
5.
6.
8.
7.
9.
Deliverable Features:
-
< Return to the scope page and edit the label.
-
Assign priority and responsibility. (new members are added to the team)
-
Status, % complete, and alerts (display only, changed at the tasks)
-
Dates (display only, changed at the tasks)
-
Describe the deliverable, tap outside of the text box to save changes
-
Attach documents from the computer, webpage, or OneDrive
-
Work packages, tap + on green bar to add work package, box = task, color = status
-
Hides NOT STARTED and DONE that are not pinned, or show all
-
Hide or show deliverable description, expands work packages
-
Tap the 3 dots on the right of a work package bar:
-
Open work package
-
Rename work package
-
Delete work package
-
Cut work package, paste with data in another deliverable
-
Copy work package, paste without data in another deliverable
-
Copy work package, paste title into text box, email or word doc
-
Convert work package to a deliverable
10.
9.
10.
Work Package
Develop the habit of labeling work packages starting with a verb, it provides focus.
Double tap a work package to open.
1.
2.
3.
4.
5.
6.
7.
8.
9.
Work Package Features:
-
< Return to the scope page and edit the label.
-
Assign priority and responsibility. (new members are added to the team)
-
Status, % complete, and alerts (display only, changed at the tasks)
-
Dates (display only, changed at the tasks)
-
Describe the work package, tap outside of the text box to save changes
-
Attach documents from the computer, webpage, or OneDrive
-
Tasks, tap + on green bar to add tasks
-
Hides NOT STARTED and DONE that are not pinned, or show all
-
Hide or show work package description, expands tasks
-
Tap the 3 dots on the right of a task bar:
-
Open task
-
Rename task
-
Delete task
-
Cut task, paste with data in another work package
-
Copy task, paste without data in another work package
-
Copy task, paste title into text box, email or word doc
-
Convert task to a work package
10.
8.
9.
10.
Dashboard
The dashboard displays when you log in and provides access to:
-
Projects List:
-
Open
-
Delete
-
Copy
-
Save as a Template (with the feature)
-
-
OVERVIEW:
-
Project Name - Project ID
-
Template Used - Created By
-
Sponsor - Timeline
-
Project Manager
-
TEAM - add and remove team members
-
-
Needs Attention:
-
OVERDUE
-
DUE TODAY
-
DUE SOON
-
DATE MISSING
-
ME or TEAM
-
Copy to clipboard
-
Tap a project bar once, the OVERVIEW button displays
Tap the OVERVIEW button, a pop-up displays
Enter and edit:
-
Project Name
-
Project ID
-
(max 5 characters)
-
-
Sponsor
-
Project Manager
Display only:
-
Template
-
Created by
-
Timeline
-
Rolled up from tasks > work packages > deliverables > project
-
Tap TEAM button, a pop-up displays
All team members have full access and edit capability:
-
Add new members
-
Select and remove members
Needs Attention Report
Copy to clipboard
OVERDUE DUE TODAY DUE SOON DATE MISSING ME TEAM
-
Items are listed hierarchically:
-
(Project)
-
(Deliverable)
-
(Work Package) - Tap an item's link to go to the item
-
(Task) - Tap tasks to update dates
-
-
-
-
-
When all projects and personal commitments are entered, you will have a total daily to-do list.
Task
Develop the habit of labeling tasks starting with a verb, it provides focus.
Double tap a task bar to open
1.
2.
3.
4.
5.
6.
Task Features:
-
< Return to the work package page and edit the label.
-
Assign priority and responsibility. (new members are added to the team)
-
Select status
-
Dates are linked to status, Expected Start, Actual Start, Expected End, and Actual End
-
Describe the task, tap outside of the text box to save changes
-
Attach documents from the computer, webpage, or OneDrive
Schedule
Tap the schedule icon on the left navigation bar.
Using the Schedule:
-
Use the buttons at the top to select the information you need.
-
The buttons on the right act in combination with the buttons on the left.
-
Select the ME button to display items assigned to the account holder
-
Un-select the ME button to display items assigned to the any team member
-
Monitor and update the schedule, daily.
Items are listed hierarchically:
-
(Project)
-
(Deliverable)
-
(Work Package) - Tap an item's link to go to the item
-
(Task) - Tap tasks to update dates
-
-
-
Getting Started
Step 1. Learn Project-Assistant's Features
-
Log in, and the dashboard displays
-
Watch the short videos describing each page
-
Use our sample project to learn features
-
Do a few test projects
-
Enter and assign deliverables, work packages, and tasks
-
Play, try all the features
Step 2. Send questions and comments
-
Email stephen@project-assistant.com
-
Free Product Review (Zoom)
Step 3. Deliver Successful Projects In Six Steps
Team
-
You can share your project with as many people as you want.
-
All team members have full edit capability.
-
There are three ways to add and two to remove people from a project team.
1. Tap a project bar once, the OVERVIEW button displays
Tap the OVERVIEW button, a pop-up displays
Tap the TEAM button, a pop-up displays
-
Add new members
-
Select and remove members
2. Tap the TEAM button at the top right of the project scope page.
-
The pop-up above will display to add or remove team members.
3. Selecting Assigned To for a deliverable, work package, or task opens the pop-up on the right.
-
Select an existing team member or tap Add new team member and enter their email.
-
The new member will be added to the team list above and have access to the project.
1. Start projects with smart templates
-
Select the template and follow the prompts
2. Build projects within our three-level framework
-
Solution deliverables are what the project delivers. Its work packages and tasks create the deliverable
3. Follow the template's project management suggestions
-
Enhance your plan by asking ChatGPT for help.
-
The first four are displayed on the right.
4. Customize the template's project management suggestions
-
Common customization includes:
-
Stakeholder management
-
Budget
-
Risk management
-
Metrics
-
Reporting
-
Communication
-
Etc.
-
5. Define, assign, schedule, and create the solution deliverables
-
Describe, and assign solution deliverables, work packages, and tasks.
Used Grant Proposal template -- Implement multiple deliverables in parallel
1.
3.
2.
4.
5.
-
Describe the task
-
Assign the task
-
Change the status to IN PROGRESS, verify Actual Start Date
-
Perform the task and enter the Expected End Date
-
Verify the Actual End Date
6. Review and Update All Projects Daily
OVERDUE DUE TODAY DUE SOON DATE MISSING ME TEAM
-
Items are listed hierarchically:
-
(Project)
-
(Deliverable)
-
(Work Package) - Tap an item's link to go to the item
-
(Task) - Tap tasks to update dates
-
-
-
-
-
When all projects and personal commitments are entered, you will have a total daily to-do list.
Navigation Bars
Dashboard
Project Name (% Complete)
Help
Account
Three-Level Plan
Written Plan, Accomplishments, Learnings
Daily Update
Schedule
Needs Attention
The Needs Attention report is displayed on the right side of the dashboard.
Using the Report:
-
Use the buttons at the top to select the information you need.
-
Select the ME button to display items assigned to the account holder
-
Un-select the ME button to display items assigned to the any team member
-
Monitor and update this report, daily.
-
When all projects and personal commitments are entered, you will have a powerful tool for managing all commitments.
Items are listed hierarchically:
-
(Project)
-
(Deliverable)
-
(Work Package) - Tap an item's link to go to the item
-
(Task) - Tap tasks to update dates
-
-
-
Add New Project
-
Select the template and follow the prompts
Projects
-
Create change
-
Modify existing things
-
Create things that didn't exist
-
Have a beginning and an end
-
Produce deliverables (things or nouns)
-
Should have goals and are time-bound
-
Typically include multiple deliverables
-
Change human and or machine behavior
-
Humans and machines collaborate on doing projects
-
Some intelligent machines do projects this will expend
-
All organizations do a limited # of repeatable project types
-
All humans over the age of eight that are active do projects
Project Templates:
-
Check the Starter Templates tab
Custom Templates
Three-Level Framework
Project
1. Deliverable
2. Work Package
3. Task
Attach Documents
Attach Documents To:
-
Projects
-
Deliverables
-
Work Packages
-
Tasks