Horizon PPM Blog

I’m a Project Manager, where do I start?

Follow these few simple steps to setting up a project …

1. From the Portfolio home page switch to the Organisations tab …

2. Use the Add Organisation button to open up the dialogue to add the client organisation …

3. Complete the form and click the Create button [NB: Only the Organisation name is mandatory and you can always update the additional information at a later stage] …

4. Switch to the Projects tab …

5. Use the Add Project button to open up the dialogue to add the project …

6. Add a name for the project and select the organisation then click the Create button …

At this point the project is created and it can be updated as you need, but things we would recommend are …

  • Add the Project Sponsor on the Project Information panel.
  • Update the Background and Plans with Objectives, Scope, Dependencies, Approach, Justification and Assumptions.
  • Set-up and invite the Project Team.
  • Set-up the project Schedule.
  • Upload supporting Files to share with the team.
  • Update the Status, Progress, Next Steps, Actions, Risks & Issues
  • Set-up a Budget and track spend.
  • Set-up scheduled Events.