Page Comparison

Project Type

Select the relevant project type from the dropdown.

Selection determines the phases and steps of the project as it is linked to a workflow.

These are defined by the IPM Administrator within Settings Configuration > Project Type section.

Mandatory

Project Title

Enter the title of the project.

Optional

Project Reference

Project reference number will be automatically assigned depending on the setting in Settings Configuration > Project Code section. This is accessible only by the IPM Administrators.

You can modify the project code as per your organisational requirements. 

N/A

Is this a parent project?

Is this a child project?

Is this a standalone independent project?

This selection allows you to build a project hierarchy within all projects in the system.

• Select ‘Is this a parent project?’ if the project has/may have one or more sub-projects.

• Select ‘Is this a child project?’ if the project is a sub project of another project. Selecting this would enable the adjacent dropdown that would display all active parent projects in the system. Select the corresponding parent project.

• Select ‘is this a standalone independent project’ if the project is not linked to any other project. An independent project is not associated with any parent or child project.

Mandatory

Short Title

Add a short title for the project.

Optional

Project Description

A brief description regarding the purpose of the project.

Optional

Project Category

Select the correct project category.

Used to categorise the project as per list of categories defined by your administrator via Settings configuration > Custom Lists section.

Optional

Project Owner

Specify the staff member who is the owner/ responsible person of the project.

Staff members are defined by interplan® Administrator.

Mandatory

Submitted By

Specify the staff member who initiates the project.

Optional

Project Sponsor

Allows you to select a staff member as the sponsor, who provides high level advice and support for the project.

Optional

Time Frame

Start and expected End date of the project.

Mandatory

Project Start and End Date

Allows you to define the project start and end dates.

Mandatory

Project Justification

A brief justification for initiating the project.

Optional

Councillor Interest

Selecting this tick-box indicates whether the 'Councillor' is interested in the project.

Optional

Asset

Select an asset for the project.

Optional

Dropdown Service Profile

Select a primary service profile to be linked to the project.

Optional

Secondary Service Profile

Select one or multiple secondary service profile(s) to be linked to the project.

Optional

Capital Amendment

Enter a comment on capital amendment of this project.

Optional

Exception

Enter a comment on any exceptions.

Optional

Programme Summary

Enter a programme summary.

Optional

Hyperlink URL

Enter a URL of a related hyperlink.

Optional

Budget Overall

Enter the overall budget of the project.

Optional

Related Projects

Enter information on related projects, if any.

Optional

Projected Status

Select the status of the project.

Optional

Project Status Graph

View a graphical interface on how the project progresses.

Optional

Percent Complete

View the progress percentage of the project.

Optional

Project Comment

Enter a comment on the project's progress.

Optional

Working Hours

View the no working hours in the organization.

Optional

Risk Traffic Light

Select the status of risks associated with the project.

Optional

Issue Traffic Light 

Select the status of issues associated with the project.

Optional

Scope Traffic Light 

Select the status of the scope associated with the project.

Optional

Risk Comment

Enter a comment on the risk status.

Optional

Issue Comment

Enter a comment on the issue status.

Optional

Scope Comment

Enter a comment on the scope status.

Optional

Look Ahead

Enter a comment on the project's future status.

Optional

Financial Comment

Enter a comment on the financial status.

Optional

Current Financial Year Percent Complete

View the progress percentage of the project for the current financial year.

Optional

Custom Text Field 1-10

Customisable text fields.

Optional

Custom Tick Box 1-10

Customisable tick boxes.

Optional

Section Header 1-5

Customisable sectional header fields that can be used to separate sections in the Details object.

Optional

Custom Staff List 1-6

Allows you to add staff members.

Optional

Custom Traffic Light Field1-10

Traffic Light fields which allow you to use customized options for performance. The options shown here are defined through the Project Settings > IPM Lists page by your administrator.

Optional

Custom Numeric Field1-10

Customisable numeric fields.

Optional

Custom List1-10

Customisable dropdown list fields. The options shown here are defined through the Project Settings > IPM Lists page by your administrator.

Optional

Custom Date 1-5

Customisable date fields.

Optional

Custom Area Field 1-10

Customisable text area fields.

Optional