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). However, it is also possible to massively add project milestones. This can be done by focusing with the mouse on a project milestone in grid and choosing the Add New Wizard or Insert Before Wizard command from the mouse right button enabled menu. This will open a form which allows to enter the parameters used to generate a set of project milestones automatically. After the project milestones are added to the grid, it is finally possible to refine them by editing directly in the grid or in the details form.

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).	Not all the available types can be chosen. It depends on the previous project milestones and the successors - predecessors rules defined (see Basic settings).
Result	The final evaluation, "Ok" vs. "Ko" of the project milestone.
Is Internal	This flag shows if the project milestone is an internal one, shared among the project team members, or if it is externally shared with the client(s) of the project.
Publish in Portfolio	This flag defines whether the project milestone is published (visible and considered) in the project portfolio or not.
Status	The status of the project milestone. The possible values are "Not Executed" (default) and "Executed".	If the Status is "Executed" the project milestone cannot be modified any longer.
Scheduled Execution Date	The planned date for the execution (update with Status "et to "Executed") of the project milestone.
Actual Execution Date	The actual execution date (update with Status set to "Executed") of the project milestone.	This is a read only value and it is set to the date:time when the project milestone is saved with Status equal to "Executed".
Full Description	A text which can be used to describe the project status at project milestone execution time.
Period Accomplishments	A text which can be used to describe the project accomplishments in the period from the previous project milestone to the current one.
Accomplishments not Met	A text which can be used to describe the project accomplishments not achieved in the period from the previous project milestone to the current one.
Next Goals	A text which can be used to describe the goals set for the period of time from the current project milestone to the next one.
Internal Comments	A text for comments.	This comment is visible in the project milestone only.
Comments in Portfolio	A text for comments.	This comment is visible in published in the project portfolio.
Documents	A section where documents related to the project milestone can be added. See also document management.
Deliveries	A section where one or more project deliveries can be linked to the project milestone.	The assumption is that the project deliveries should be ready when the project milestone is scheduled to be executed.
Messages	A section where one or more messages related to the project milestone can be exchanged. See also message management.

Executing milestones

Project milestones are a key management element of projects .....