Geniusproject requires specific steps to be performed in a sequential order to ensure that the process functions properly. Prior Following is a summary of the steps to be covered throughout this

document:

Create/setup project critical success factors (refer to 15.2.1) Create/setup "gate" document type .(refer to 15.2.2)

Setup the scorecard document template to the gate document type (refer to 15.2.3) Create/setup the "gate" workflow used to identify the gate status (refer to 15.2.4) Create/setup project types aligned with process (refer to 15.2.5)

Create/setup the project template based on the intended lifecycle (refer to 15.3.1.1) Create the phase review process (refer to 15.3.2)

Final touch-ups to the project template (fill out scorecard criteria, project description edit/ save)

1. Project evaluation and prioritization – Critical Success Factors

A project’s critical success factors are defined in the project description document, split into two sub-sections titled "Budget & ROI" and "Project ranking". They are fully configurable.

This section is used to support project prioritization that feeds into the project evaluation taking place at the portfolio level. While project prioritization helps identify where resources should be allocated, project evaluation determines if a project should be pursued.

1. Step 1: Create and setup critical success factors

Select [Portfolio] on setup

Navigate to the [Setup] tab, «General» view and open the [General] document from the content window

Navigate to the ‘Ranking’ tab and …

The ‘Ranking’ tab offers organizations the option to include up to 10 fields to be used to calculate project ranking.

Each field represents a unique ranking criteria and its weight in the ranking calculation i.e. 25%. When PMs create new projects or project requests, the values they assign each criterion is used by the system to automatically calculate the project’s overall ranking.

Ranking fields can be:

A list Computed

A numeric value

A value range

The type for each field is to be defined during the configuration of the system

2. Create a New Document Type - Gate

All gated processes operate under the assumption that a [Gate] ends each project phase or stage. The mechanics needed for the review process to work require a new document type.

1. Step 2: Setup a New Document Type called "Gate"

Open Setup [Current database].

Under the tab «Setup», open the record called [Keywords & Labels]

In the area designated [Document Type], click on the icon to add a new document type called [gate]

3. Create Tollgate Document Templates

The newly created document type [gate] still needs to be matched to a specific document template called scorecard. This is a specific form designed to facilitate the gate review meeting.

1. Step 3: Match the scorecard document template to the "gate" document type

Open Setup [Current database].

Under the «Setup» tab, open the record called [Keywords & Labels]

Click on the «templates subforms» tab, and click on the «Update the list» button. This should refresh the list and bring up [Template Scorecard]

Click on the «Enable» button to activate the [Template ScoreCard]. Select it by double clicking on it the dialog box that comes up.

You will be asked to give it a name. Use anything that makes sense to you. We suggest the name [scorecard]

Close out of the [Keywords & Labels] and select the «Template» tab

Click on the «new template» button and select the form type whose name you assigned previously.

Select the template type [Gate] and give it a name. We recommend [Gate] as well. As a result of selecting the specific form type above, the document template has pulled it in.

4. Setup Project Type

Since not all projects necessarily follow a phase review process, Geniusproject differentiates projects that do and do not follow this process based on its type. The project description captures this information. Once saved, this field can no longer be edited.

It makes sense to consider the number of identical and different phase review processes that exist within an organization. A similar process can apply to several project types. Since the project type selected drives the review process to enforce, these should be carefully chosen. For instance, out of 4 project types, 2 can tie to one review process while the other 2 are associated to another review process. In this case, process refers to the number of stages and gates identified in the process.

1. Step 5: Create/Modify project type value list

Open Setup [Current database].

Under the tab «Setup», open the record called [Keywords & Labels]

In the area designated [Project Type], click on the icon to edit the list of values.

In the end, when a new Project will be created:

Upon saving the project description whose project type is tied to a phase review process populates a computed field called [Process] that indicates which process is enforced.