In many portals, 'Projects' is translated to 'Teams'. In this guide we will use the term 'Projects'.
What is a Project?
The 'Projects' functionality is designed to bring together a group of users who do not necessarily need to have the same function or be in the same department. Think of an emergency response team. A Project is filled with members. This can be done on an individual basis, based on one or more departments, a function, or a combination of department and function. Within the Project, different roles can be defined. It is then possible to make certificates mandatory for the entire Project as well as for the defined roles. The competency of this Project can then be viewed at a glance through a matrix.
Creating a new Project (short)
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Create the project via Management > Projects > Projects
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Select '+ Add' and give the Project a name, code and optionally a description
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Add members, optionally by creating Groups
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Define roles, when applicable
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Define which Knowledge and skills are required within the Project and the optional roles, when applicable
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Define which certificates (additional) are required within the Project and/or the optional roles
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Indicate whether a Project leader should be linked to this Project
Creating a new Project (detailed)
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Go to Management > Projects > Projects
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Select '+ Add' and give the Project a name, code and optionally a description
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Go to the 'Roles' tab and create the desired roles including code and optional description. Then determine per role which Knowledge and skills, certificates and additional certificates are required.
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Add members via the tab of the same name:
Button 'Add individual employees': manually add users by searching by name, department and/or function.
- Button 'Groups': select '+ Add group' and determine based on which conditions members are assigned to the Project via this group. This can be based on department, function, cost centres, periodic start date, completed profile fields within employee profiles, or a combination thereof.
Optionally, you can specify which role these members should have within the Project. Members who meet these conditions will from now on be automatically added to the Project, including any role.
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Go to the 'Knowledge and skills' tab (when available) and determine which Knowledge and skills are required. You establish what the minimum level of a Project member should be.
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Go to the 'Required certificates' tab and determine which certificates are mandatory.
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Go to the 'Additional certificates' tab and determine which certificates are additionally 'mandatory'.
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Finally, determine whether there should be a Project leader. You do this by clicking 'Select project leaders' at the bottom of the page via the 'Details' tab. Only users who are in an authorisation group of the type 'Project leader' can be selected here. Users who are designated as Project leader receive an additional menu option in their own profile: Actions > My Projects. Depending on which rights are enabled in the relevant authorisation group, they can manage the Project and consult the matrix here.
Imports related to Projects
Once a Project has been created, various imports are available to further configure the Project. You can find these imports via Management > Management > Imports. If you are missing this menu option, first enable the right 'Beheer_imports_importmodule' in the administrator authorisation group you are in. In the same authorisation group you can also make the imports mentioned below available for the users in this authorisation group.
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Project Users - suitable for adding or removing users in bulk from a Project and/or for creating new Projects
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User Project roles import to link project members to project roles and/or to create new project roles
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Project required certificates - can also be used for additionally required certificates
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Project role required certificates - can also be used for additionally required certificates