Projects

The Delivery Lead creates a project for an organization, names an owner and sets the planned start and end dates. The project record brings the budget, delivery method and status together with linked sprint work. A project marked active gives the Project Manager a clear delivery context for every scope and story.

• Starting record. The Delivery Lead creates a project for an organization, names an owner and sets the planned start and end dates.
• Named owner. Delivery Lead sets the project direction; Project Manager keeps scope and milestones current.
• Current position. The status and linked records tell the team where attention belongs next.

Use a project for a real delivery commitment, with one owner accountable for its schedule. Agree when a planned project becomes active and who may mark it at risk or on hold. Keep the organization record current so the team knows which business is receiving the work.

Before opening the project to the team, the Delivery Lead checks the organization, owner and date range. The Project Manager uses that project on its sprint scopes and milestones. When the schedule changes, the lead reviews any missed checkpoint and open risk on the same project before changing its status.

For a customer implementation due at month end, the Delivery Lead records the project and its owner. A sprint scope is due before the final milestone. At the next check, the milestone has been marked missed and a risk remains open. The Delivery Lead sees both against the same project and decides whether to move the project to at risk. The decision stays visible while the team works the recovery plan.

The Project Manager opens the missed milestone against that project and confirms its due date and owner. The Delivery Lead compares the open risk and mitigation with the remaining schedule, then records the project status that matches the delivery plan. Related sprint scopes remain linked to the same project so the team can see which work is affected.

• Active Projects — Projects being delivered, with their owner and dates.
• Milestones At Risk — Missed checkpoints needing an owner response.

See sprint planning for the planning handoff and review and approval for the decision record. Begin with a small project in implementation, then compare the team’s results with the data model.