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Introduction

Th projects module is where you configure and maintain your projects in the Aneto EVM system.

The Project Management Institute (PMI) defines a project as "a temporary endeavor undertaken to create a unique product, service, or result." This definition is widely accepted and used in the field of project management and is a cornerstone of PMI's PMBOK (Project Management Body of Knowledge) Guide.

How to access

To access this module simply click on the “Projects” menu item on the left hand side panel.

Features of the Projects Module

In this module you will be able to:

  1. List projects

  2. Filter projects

  3. Delete projects

  4. Edit projects

  5. Create new projects

Configuration options

These are the aspects you can configure for a Project:

Property

Description

Options

Project icon

Status
titleOPTIONAL

Set the right project icon for your new project. This is important because it helps differentiate projects in the reports

  • JPG

  • PNG

Project name

Status
colourYellow
titleMANDATORY

This is the name field for the new project

 

Company

Status
colourYellow
titleMANDATORY

All projects and retainers must belong to a company

Budget

Status
titleOPTIONAL

If you would like your project's margins to be calculated based on a fixed budget and not on the sum of the costs of the issues, then you can enter the project’s budget amount here. If left empty, the EVM App will calculate costs based on the SUM os all of the project’s issues, by calculating the issue’s original estimates, assignee and assignee cost rate,

Duration format

Status
colourYellow
titleMANDATORY

Specify how the durations should be displayed for this project. It is defaulted to the duration display settings you have at the app level, but can be customised at the project level as well

  • Days

  • Hours

Money format

Status
colourYellow
titleMANDATORY

Specify how the currency amount should be displayed for this project. It is defaulted to the currency format on the settings you have at the app level, but can be customised at the project level as well

  • Exact amount

  • Thousands

  • Millions

Start date

Status
colourYellow
titleMANDATORY

Here you specify the start of the work for this project

Ignore time entered before this date

When set, the App will ignore any worklog entered before this date for any of the project issues in this project

  • True

  • False

Delivery date

Status
titleOPTIONAL

Specifies the expected end of the project. Although this is an optional field, the EVM app will not be able to calculate key EVM metrics until this is set.

Enter JQL to define scope or select Jira filter

This is where you specify the scope of the project. The scope can be specified by selecting an already created Jira filter or by writing your own Jira JQL. Please see the Tips and Tricks for defining project and retainer scope for advanced usage of Jira JQLs

  • Saved Jira filter

  • Manually entered JQL

Status

Status
colourYellow
titleMANDATORY

Specifies the status of the project. This is a manually

  • Proposal

  • Initiating

  • Planning

  • Ready to Start

  • Executing

  • On Hold

  • Blocked

  • QA Validation

  • QA Failed

  • PO /Client validation

  • Done

  • Cancelled

Description

Status
titleOPTIONAL

Here you can add a brief description of the project. You can also add project management and other documentation links

Notes

Status
titleOPTIONAL

Optional Notes about this project

Project Manager(s)

Status
titleOPTIONAL

In this field you can specify one or many project managers in charge of this project

  • Jira users with access to the EVM App

User Access

Status
titleOPTIONAL

In this very important section, you specify who has access to the project and under what capacity. Caution needs to be excised. Please refer to the user access functionality document for more details

Note

When a user’s avatar has a red border, it means that they have Admin access. This means that they can see monetary information about this project

  • Regular

  • Admin

Use ROM Calculations

Status
titleOPTIONAL

You can enable this option if your project issues have not been properly estimated yet but you still want to see some project progress with the issues that have been estimated.

  • True

  • False

  • ROM Hours

  • ROM Cost

  • ROM Price

Reset on each import

Status
colourPurple
titleDeprecated

Will be deprecated, do not use