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- Agencies PM
- Process
- Project setup
Project setup
Begin with the client organization and an engagement the Project Manager can identify by name. The project holds the delivery dates, budget and engagement model. Packages and team capacity make that commitment workable before tasks are assigned.
Step by step
-
Confirm client Admin
Admin records the organization and its contact before the Project Manager opens an engagement.
- Identify the client organization and contact.
- Updates Organizations
-
Open project Project Manager
Project Manager records a Planned project with owner, dates, budget and engagement model.
- Record schedule, budget, model and owner.
- Updates Projects
-
Plan packages Project Manager
Project Manager links each package to the project and records dates, owner and estimated hours.
- Set package dates, estimate and owner.
- Updates Work packages
-
Check capacity Delivery Lead
Delivery Lead compares team members’ weekly capacity with assigned estimates before work starts.
- Compare available weekly capacity with assignments.
- Updates Team members
Who does what
Roles and permissions- Project Manager
- , Delivery Lead, Admin.
Set up Agencies PM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.