Project configuration steps - Control

It is possible to control the progress and performances of the project. This can be done using the key performance indicators (see semaphores for more information) of the current loaded project estimation or by scheduling and executing check points which are called project milestones.

We will now explain hot to configure and execute a control plan.

Basic settings

The key elements of the control plan are the check points, named project milestones. There are some settings, in General/Projects/Milestones, to be completed concerning project milestones before starting with the scheduling of a control plan. In particular it is required to define the categories of project milestone which will be available (e.g. kick-off, progress, closure) and the relationships among them,

For each project milestone category, it is required to define the following parameters as shown in the table below.

Field	Description	Comment
Name	This is the name of the project milestone category.	This will be shown in the categories of available project milestones when adding a project milestone in the control plan.
Type	This is the type of the project milestone and it can be chosen among those predefined ("kick-off", "Closing" and "Others").	There can be only one project milestone category of Type "Kick-off" and of Type "Closing". There can be many of Type "Others".
List of predecessors	This field will contain the list of project milestone categories which can be predecessors of the currently edited one.	This is used to force the correct schedule of project milestones in the project control plan. For example to avoid that a kick-off meeting is scheduled after a project closing meeting.

Scheduling a control plan

A control plan consists of a sequence of scheduled project milestones. This can be defined in the Milestones project section. A sample control plan is shown in the image below.

Project control plan

It is possible to add, update and delete project milestones in the control plan with the grid mode functionalities. It is possible to filter the list with the FILTER command (see filters management).

The following table explains the project milestone information to be managed.

Field	Description	Comment
Creation Date	The creation date of the project milestone.	Automatically updated by the system.
Creation User	The creation user of the project milestone.	Automatically updated by the system.
Modification Date	The last modification date of the project milestone.	Automatically updated by the system.
Modification User	The cast modification user of the project milestone.	Automatically updated by the system.
Estimation Date	The date of the estimation which has been linked to the project milestone.	This field is read only and it is automatically updated when an estimation is linked to the project milestone.
Estimation	The name of the estimation which has been linked to the project milestone.	This field is read only and it is automatically updated when an estimation is linked to the project milestone.
Description	The textual description of the project milestone.
Number	The identification number of the project milestone.	Automatically created by the system.
Type	This is the category of the project milestone. It can be chosen among the available categories (see also Basic settings).
Result
Is Internal
Publish in Portfolio
Status
Scheduled Execution Date
Actual Execution Date
Full Description
Period Accomplishments
Accomplishments not Met
Creation Date
Next Goals
Creation Date
Internal Comments
Creation Date
Comments in Portfolio

Wizard....