|
|
| (15 intermediate revisions by the same user not shown) |
| Line 3: |
Line 3: |
| | ===Purpose of the PIEmatrix Wiki=== | | ===Purpose of the PIEmatrix Wiki=== |
| | Welcome to the PIEmatrix Wiki. This Wiki contains publicly accessible documentation contributed and maintained by anybody interested in working with PIEmatrix. | | Welcome to the PIEmatrix Wiki. This Wiki contains publicly accessible documentation contributed and maintained by anybody interested in working with PIEmatrix. |
| − | ===[[What goes in the PIEmatrix Wiki?]]=== | + | ===[[What goes into the PIEmatrix Wiki?]]=== |
| | + | |
| | ===[[Guidelines for consistency]]=== | | ===[[Guidelines for consistency]]=== |
| | ===[[Who can contribute content to the PIEmatrix Wiki?]]=== | | ===[[Who can contribute content to the PIEmatrix Wiki?]]=== |
| Line 9: |
Line 10: |
| | ==[[What to use PIEmatrix for]]== | | ==[[What to use PIEmatrix for]]== |
| | ===[[Why PIEmatrix and not my xls/doc/tasks etc. list?]]=== | | ===[[Why PIEmatrix and not my xls/doc/tasks etc. list?]]=== |
| | + | ===[[Why PIEmatrix and not Basecamp?]]=== |
| | + | |
| | ===[[Sample PIEmatrix Projects]]=== | | ===[[Sample PIEmatrix Projects]]=== |
| | | | |
| Line 27: |
Line 30: |
| | ===[[Layers versus Pie Slices versus Boxes versus Steps]]=== | | ===[[Layers versus Pie Slices versus Boxes versus Steps]]=== |
| | ===[[Some Editing Suggestions]]=== | | ===[[Some Editing Suggestions]]=== |
| | + | ===[[How to get a list of tasks for one person]]=== |
| | + | |
| | ===[[Issues versus Risks]]=== | | ===[[Issues versus Risks]]=== |
| | ===[[Stacking of Projects]]=== | | ===[[Stacking of Projects]]=== |
| Line 33: |
Line 38: |
| | | | |
| | ==Templates== | | ==Templates== |
| − | ===What are Templates?=== | + | ===[[What are Templates?]]=== |
| − | *Every Project is based on a template. Each template consists of a pie with one to several pie slices and possibly boxes and steps already added
| + | ===[[When do you create boxes/steps in a template vs. a project?]]=== |
| − | *A very basic template can for example have three slices that are e.g., called "Plan", "Execute", and "Close" without any boxes or steps
| + | ===[[What do you do in Templates vs. Projects?]]=== |
| − | *A sophisticated template can involve many slices with each several boxes and steps associated with those boxes.
| + | ===[[Available Templates]]=== |
| − | *A stacked template is template that includes several pies (all with the same amount of slices and names of slices) "stacked" on top of each other
| + | ===[[Duration in Templates and how it effects Live Projects]]=== |
| − | | |
| − | ===When do you create boxes/steps in a template vs. a project?=== | |
| − | *If you are working on a one-time project you would choose a template that suits your needs and then add any boxes/steps on the project level
| |
| − | *If you plan to do this project over and over again, you ideally create the boxes/steps on the template level as it is the template you would use again for the next time around
| |
| − | | |
| − | ===What do you do in Templates vs. Projects?=== | |
| − | Assuming that this is a project you will do again and you thus would like a template that is as good as it gets so that the next time around it will be as easy as pie... to create a new project:
| |
| − | *Templates:
| |
| − | **Add / Delete / (Re)name Slices
| |
| − | **Add / Delete / (Re)name Boxes
| |
| − | **Add / Delete / (Re)name Steps and add descriptions to steps
| |
| − | **Changing position of any of above
| |
| − | **Assign roles to the steps
| |
| − | **Update duration of a step
| |
| − | **Set dependencies between steps
| |
| − | **Upload files that are used as templates, instructions, etc.
| |
| − | | |
| − | *Projects:
| |
| − | **Assign the actual people who will fill the roles assigned in the template (you do this by clicking on the blue "Info" button on the upper right-hand side
| |
| − | **Set dates
| |
| − | | |
| − | ===Available Templates=== | |
| − | *PIEmatrix has a "Community" were users have already and can upload templates too. You find the "Community" by clicking on "PIE Templates" on the top and then on "Template Community" written in dark blue on the right side
| |
| − | *Whenever you use an existing template in your PIEmatrix instance - be mindful not to change it if other users are using it as well, instead copy it and make the adjustments to this new template that is now 'yours'
| |
| − | *For Middlebury College Users:
| |
| − | **The "EZ PM" template available in each Business Unit has just three slices called "Plan", "Execute", "Close", this is a good start for any new project. If you would like to use this template as a basis to create a new project in the template area, just copy the "EZ PM" template
| |
| − | **There are several calendar based templates for the calendar year or by fiscal year
| |
| − | **There are some imported templates like "Annual Marketing Plan", "Grant Management", "RFP Process"
| |
| − | | |
| − | ===Duration in Templates and how it effects Live Projects=== | |
| − | *If you update duration in a template for future use, it will not dynamically update any steps that have dates or are either marked in progress or completed. This is a feature to prevent any unwanted changes once the work has begun. Dynamic updates only change the not-started steps.
| |
| − | *The duration on a layer is considered more of a “hint” from a schedule perspective, and subject to being overruled as the project develops. So, if the step has dates, a duration set by hand, or progress (In Progress or Completed) the duration in the project will not update when changed in the template.
| |
| − | | |
| − | ==What your Department should discuss before/when using PIEmatrix==
| |
| − | *Tags: agree on the tags. They act as the keywords by which you search for a project. Be mindful not to use for example HR and Human Resources. When searching you would need to remember to search for both HR and Human Resources to find all projects that relate to Human Resources. Also be mindful of spelling - tags cannot be deleted...
| |
| − | *Naming of Projects: If you have a numbering convention or naming convention that you are using for your projects or do not have one yet at all - make sure everybody in your department knows the preferred naming method, e.g., by employee number, by project number, by area to which project belongs, etc.
| |
| − | *Naming of Roles in Templates: it might be best to create role names that have a common theme at the beginning, e.g., HR Benefits Specialist, HR Retirement Specialist, HR... so that all roles related to your area show up together when you are assigning roles to steps, this will make the role assigning much faster
| |
| − | *More on Roles: you are setting up a template because you will use this process again - imagine that people involved in the project change - now come up with a name for the type of person who will do this step no matter whether this year it is Sarah who is doing these steps and next year it is John because Sarah moved on - you want to have a name for the role that makes it clear what type of person should be assigned to this task
| |
| − | | |
| − | ==Need Technical Help with your Project?==
| |
| − | PIEmatrix provides the best resources for technical questions about PIEmatrix use so you can get help when you need it:
| |
| − | *Videos: Most pages have a link to a video on the upper right-hand side (white area) with a video specific to the page you are on.
| |
| − | *Tips: Most pages also have "Tips" which explain the main parts of a page right next to the video link
| |
| − | *Help Center: Click on "Help" on the upper right-hand side for access to the software's own Help Center
| |
| − | *Live Chat: the link can be found at the bottom right of the Help Center when you are logged into PIEmatrix.com
| |
| − | *Phone support: 802.318.4891
| |
| − | *Email support: [mailto:support@piematrix.com support@piematrix.com]
| |
| | | | |
| − | == Wiki Edit Help == | + | ==[[What your Department should discuss before/when using PIEmatrix]]== |
| − | * You may wish to use your userpage (click on your name at the top when logged in) to practice or "test" new content to make sure it looks good, before copying and pasting it elsewhere.
| + | ==[[Need Technical Help with your Project?]]== |
| − | * [http://en.wikipedia.org/wiki/Help:Cheatsheet Wiki Cheatsheet]
| + | ==[[Wiki Edit Help]]== |
| − | * [http://meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software.
| |
| − | * [http://www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list]
| |
| − | * [http://www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ]
| |
| − | * [http://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list]
| |
