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Revision as of 12:02, 5 December 2014 by Corinna Noelke (talk | contribs)
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Welcome

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.

What goes in the PIEmatrix Wiki?

Guidelines for consistency

Who can contribute content to the PIEmatrix Wiki?

What to use PIEmatrix for

Why PIEmatrix and not my xls/doc/tasks etc. list?

Sample PIEmatrix Projects

Getting Access to PIEmatrix

Any Interested User

At Green Mountain Higher Education Consortium Schools

Usage Policy

PIEmatrix Login and Use

Your Own Settings

Email Settings

Log Out Timer

Projects

Getting Started

Layers versus Pie Slices versus Boxes versus Steps

Some Editing Suggestions

Issues versus Risks

Stacking of Projects

Examples

How to Stack

Templates

What are Templates?

When do you create boxes/steps in a template vs. a project?

What do you do in Templates vs. Projects?

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: support@piematrix.com

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