Managing Your OfficeSeries Projects

This document provides comprehensive instructions for administering and overseeing all projects within your organization. This manual ensures your projects are efficiently managed and up-to-date. Learn how to view and manage project details, create new projects, update project information, manage user roles and permissions, grant and revoke project access, and follow best practices for effective project management.

Prerequisites

Before managing projects, ensure you have:

• Project management permissions within the OfficeSeries application.
• For more information on managing permissions, see our Project Security And Permissions Guide.
• Understanding of your organization's project management framework.
• For detailed guidelines, refer to our Project Management Policies.

Get Started

To begin managing projects, follow these steps:

1. Log into the OfficeSeries application.
2. Navigate to the "Projects" section from the main menu.

You will see a list of all projects within your organization.

View and Manage Your Projects

This section outlines how to navigate and manage all projects within your organization. When viewing the list of projects, you will see key information about each projec as outlined in the following table.

To update or view more information about a project, click on the project's name. This will take you to a detailed view where you can edit project information and manage assigned resources. Note that your ability to perform certain actions depends on your assigned role and permissions.

Creating a New Project

To add a new project to the system:

1. Navigate to the project list.
2. Click "New Project".
3. Enter the project's name and any other required information.
4. Click "Save".

For a detailed guide on creating new projects, check out How To Add A New Project.

Updating Project Information

To update existing project information:

1. Navigate to the project list.
2. Click on the project you wish to update.
3. Click "Edit Project".
4. Update the project's information as needed.
5. Click "Save".

For an in-depth guide on viewing and editing project details, refer to How to Update Project Guide.

Managing User Roles and Permissions within a Project

Managing user roles and permissions within a project is crucial for ensuring data security and access control. Here's how you can grant or revoke access to a project:

Granting Project Access

To grant access to a project:

1. Navigate to the project list.
2. Click on the project to which you wish to grant access.
3. Click "Access Control and User Permissions".
4. Choose "Add User" or "Add Group" to start adding new members to the project.
5. Select the appropriate role for the new member. Roles define the level of access and permissions the user or group will have within the project.
6. Use the search function to find and select the user or group you want to add.
7. Review the role and permissions to ensure they are correct, then click "Grant Permissions" to finalize adding the user or group to the project.

This process allows you to effectively manage who has access to specific projects, ensuring that only authorized personnel can view or modify project details.

Revoking Project Access

To revoke access to a project:

1. Navigate to the project list.
2. Click on the project from which you wish to remove access.
3. Click "Access Control and User Permissions".
4. Find the user or group to remove on the list.
5. Click "Delete" next to their name.
6. Confirm the action.

For more detailed instructions on managing user roles and permissions within a project, refer to our Project Security And Permissions Guide.

Best Practices

For effective project management:

1. Regularly Review Projects: Ensure all projects are up-to-date and remove any that are no longer needed.
2. Monitor Project Status: Keep track of project statuses to manage timelines and deliverables efficiently.
3. Use Detailed Descriptions: Provide clear and detailed descriptions for each project to avoid confusion.
4. Keep Project Information Current: Regularly update project details to reflect any changes in scope or status.

Adhering to these practices alongside your organization's specific policies will enhance operational efficiency in managing projects.

Summary

By following this guide, administrators and project managers can ensure projects are well-organized, up-to-date, and aligned with organizational goals. Regular engagement with project details and management practices is essential for the success of your projects.