Managing Projects in Fluid

Introduction to Projects

• Project Overview
• Creating a New Project or Program
• Project Completion % Progress

Project Setup

• Setting Project Properties
• Project Methodologies and Phases: A comprehensive Guide
• Stage Gates: Enhancing Project Management and Success
• How Date-Based Phases Affect Current Phase and Capitalisation
• Project Details: Bulk Edit

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• Link Process Boards to your Project
• Link Meeting Outputs to your Project
• Confidential Projects

Project Team Setup

• Adding Team Members to a Project

Project Management Operations

• How to add additional Primary PMs to a project?
• How to archive a project or a program?
• How do I close a project?
• How to Reinstate Archived Projects (via Bulk Edit)
• What happens to the project schedule when a project is closed?

Program and Project Hierarchy

• Adding sub-projects to a project or a program
• Rolling up Project Data to Parent Projects or Programs
• Primary Programs vs Reporting Programs
• Understanding and Using Promotion Levels for Schedule Tasks and Impacts

FAQ

• Why is my project progress still 0% even though work has been completed?
• What is the difference between a project’s Immediate Parent and its Top Parent?
• How to access your projects
• How do I see a complete list of all projects in Fluid?
• FAQ: What Happens to Stage Gates When Switching Methodology?

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• Why do I get an error when saving a SharePoint link?