There are two types of objects: Compulsory objects and Optional objects. Each compulsory object must be used within a workflow at least once.
Objects displayed with three dots shows that the particular object can be used multiple times within a workflow.
These objects cannot however be duplicated within the same phase.
Objects with one dot can only exist once within a workflow.
Object | Compulsory within Workflow? | Include Multiple Instances within one Workflow? | Purpose |
|---|---|---|---|
Project Details | Yes | No | This object captures key information about a project at its inception. |
Project Linkage | No | No | This object enables you to identify the linkages with organisational and planning hierarchies. A Project can be linked to Strategies, Service Profiles as well as specific Funding Partners (i.e. Agencies). |
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Attach Document | No | Yes. Changes are incrementally updated | The object enables you to upload files and store web URLs. This is an independent and incremental object. |
Preliminary Budget | No | Yes. Changes are incrementally updated | The object allows you to undertake an initial budget estimate for a project. You will be able to include predefined budget lines where specific funding is coming from through the linked Funding Partners. This object is independent and incremental. You can also identify Ongoing Expenses for a project which can be taken into consideration during the approval process. |
Business Case | No | No | This object allows you to develop business cases for a project based on a predefined form. It enables you to identify desirable objectives of the project and its delivery mechanisms. |
Project Outputs | No | No | Provides you the ability to identify the specific project outputs for the project. These are the key tangible items that will be achieved upon implementation. |
Project Board & Team | Yes | Yes. Changes are incrementally updated. | Enables you to identify the key people involved in the initial and the implementation stages of the project. It allows access to specific areas of the project based on the allocation of roles to staff. This object is independent and incremental. |
Assessment Model | No | Rates the project against a consistent set of criteria determined by the administrator. Based on the answers,the score is calculated to compare projects against each other for final approval. | |
Evaluation Assessment | No | No | Rates the project against a consistent set of criteria determined by the administrator. Based on the answers, a score is calculated to compare projects against each other for final approval. |
Stakeholder Analysis | No | Yes. Changes are incrementally updated. | Referred to the action of analysing the attitudes of stakeholders. This can be done once or on a regular basis to track changes in stakeholder attitudes over time. This object is independent and incremental. |
Risk Assessment | No | Yes. Changes made to one instance reflected in all other instances. | This comprises of a range of steps which can be utilised to define variables and criterias in the risk assessment process. |
KPIs | No | No | Allows you to link KPIs currently within interplan. The KPIs are used to assess the performance of the project and can be rated during project evaluation. |
Planning Link | No | No | Links tasks within a project to tasks in the selected action within planning area. |
Final Approval | Yes | No | Used to record a formal stamp of approval (or rejection) for the continuation of the project from an authorised user. |
Custom Object | No | Yes. Changes made to one instance will NOT be reflected in all other instances. | A generic object with a set of customisable fields. |
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Scope / Project Notes | No | Yes. Changes are incrementally updated. | A generic object with a set of 10 customisable text fields. This object is independent and incremental. |
Task Planning | No | Yes. Changes are incrementally updated. | Permits you to add tasks for a given project. All project tasks created within Task Planning area will be linked as sub tasks to the planning section action/task that the project is linked to. This object is independent and incremental. |
Issue Register | No | Yes. Changes are incrementally updated. | Keeps a record of all issues within a project and helps you to monitor the status of issues and track the actions taken to resolve them. This object is independent and incremental. |
Task Update | No | Yes. Changes are incrementally updated. | Functions similarly to ‘Task Planning’. You can create tasks for a project and update tasks as well. |
Project Implementation Budget | Yes | Yes | Allows you to review the current budget information for a project. |
KPI Progress | No | Yes | This enables you to review the performance of KPIs that have been created or linked to a project. |
Assess Project Result | No | No | Allows you to add comments on project implementation progress. |
Objectives Assessment | No | No | Enables you to provide a rating against the objectives that were identified as part of the business case as well as provide textual information to justify the ratings. |
Lessons Learned | No | No | Enables you to specify any improvement that needs to be considered in future projects, highlighting the most positive things from the project. |
Close Project | No | No | Enables authorised users to close the project. Usually placed at the end of the workflow. |
Incident | No | Yes | Enables you to specify incidents related to your project and monitor them. |
View more details under the following sections:
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