Project Settings
Project Terminology Setup
User roles: ✔ Application Administrator ✔ Project Administrator The Project Labels & Field Names page allows you to customise the terminology us...
Configuring Project Types, Activities, Categories, and Funding Sources
User roles: ✔ Application Administrator ✔ Project Administrator In project management, effectively organising and categorising projects is essen...
Portfolio & SubPortfolio Configuration
User roles: ✔ Application Administrator ✔ Project Administrator Portfolios are a collection of projects and programs that are managed as a group to...
Methodologies, Phases and Tasks Configuration
A project methodology is a structured approach combining practices, methods, and processes that determine how best to plan, develop, manage, and deliv...
Stage Gates Configuration
Stage gates are essential checkpoints within a project's lifecycle that ensure all necessary tasks and quality checks are completed before progressing...
Tiers & Business Drivers Configuration
User roles: ✔ Application Administrator ✔ Project Administrator Setting up project tiers and project business drivers help create clear agreement o...
Impact, Probability & Risk Rating Configuration
The use of impact, probability, and risk ratings in project management provides a systematic and data-driven approach to identify, assess, and priorit...
Setting Up Project Templates
The Project Templates feature offers numerous advantages for organisations aiming to enhance their project management processes. Project templates con...
Project Dashboard Configuration
User roles: ✔ Application Administrator ✔ Project Administrator Fluid offers a wide range of pre-built dashboards that can also be customised to ...
Project Status Report Configuration
Maintaining clear and effective communication about project status is important for timely decision-making and risk management. Project status reports...
How to Create a Project Template from a Project
Project templates are essential tools for Project Management Offices (PMOs) aiming to drive consistency, efficiency, and value across their portfolios...