Socialize your Projects with Project Live! (v10.xx)

Socialize your Projects with Project Live! (v10.xx)

Project Live! is Cerri Project’s social collaboration platform, designed to enhance enterprise project and portfolio management by incorporating social media-style capabilities. This feature streamlines collaboration, improves project information flow, increases productivity, and boosts application adoption.

Project Live! highlights and benefits:

  • Familiar tools: Social media-like features accessible across multiple devices.

  • Single-page view: A centralized, "social media wall" or timeline aggregates project updates and statuses.

  • Instant access: Provides project managers and team members with quick access to vital project information. Increases user adoption and reduces reliance on email exchanges.


Project Live! is available at three different levels:

  • Personal: Displays actions, notifications, and communications specific to the user.

  • Project: Includes actions, notifications, and communications related to a specific project.

  • Record: Includes actions, notifications, and communications related to a specific record.


Project Live! personal project wall


The Project Live! wall serves as a central hub for managing tasks, "to do's", and stay updated on project communications.


The right pane displays all tasks and "to do's" for the logged-in user. Users can update progress directly from this view.

The left pane displays a communication stream including: comments, workflow action requests, notifications, and alerts. Users can take direct actions on these messages.


Accessing the Project Live! wall



There are two ways to access the Project Live! wall:

From the navigation menu: Go to the [My workspace] tab and click on " Project Live! – Project wall" in the contextual navigation menu. Note: This is the default welcome page for Cerri Project.


Managing Tasks and To Do's from your Project Live! dashboard



Tasks and "to do's" are listed in the right pane of the Project Live! dashboard.




Use the drop-down list to sort items by : Due date, Name, Project, or Start date.

It is possible to narrow displayed items using filters. Specify a project or name to focus on specific tasks or "to do's."



"To do" layout of the Project Live! project wall



"To Do" name (title)

 Example:"CheckUpdate

status"


The title is a clickable link that opens the corresponding "To Do"

Project associated

Example: "New IT Project"

Indicates the project to which the "To Do" belongs to

Edit 


Click on the title to open the "To Do" in Edit mode.




Color deadline status bar


[Grey] = OK

[Orange] = At risk

[Red] = Late



Progress bar

Graphically displays the percentage of progress both visually and numerically.

Values: 0% (not started) or 100% (completed).

Due date

Displays the deadline for the "To Do"

Task layout of the Project Live! wall




Task name (title)

Example: "A Second Test of..."

The title is a clickable link that opens the corresponding "Task"

Project the Task belongs to.

Example: "TEST Workload"

Indicates the project to which the "Task" belongs to




Color deadline status bar

[Grey] = OK

[Yellow] = At risk (Deadline has not passed, but the actual remaining work exceeds the remaining time)

[Red] = Late



Progress bar

Graphically displays the percentage of progress both visually and numerically.



Remaining workload for the current resource

Displays the remaining effort required for the task by the current resource.




Start or Due Date

IF Task Started => Displays the planned end date

IF Task Not Started => Displays the planned start date

Date display color: Corresponds to the "Color deadline status bar" above.



Input Time icon

Clicking on the icon opens a pop-up window to update the task (see below).


Updating a Task from the Project Live! Project Wall.

Clicking on the stopwatch icon next to a task opens a dialogue box where you can update the task's progress.

For more details, refer to Chapter 7.8 "Posting Time to an Assignment without using a Timesheet".



My Task Board


The Task-Kanban Board, together with Project Live!, allows you to view and manage tasks that you have read access to. It is designed for use by both project leaders and team members.

Tasks can be grouped by Status, Due date, and other criteria. They can also be filtered by "My Tasks" or additional filters can be applied as needed.




Here is an example of tasks filtered by Planned Start Date to view your upcoming planning schedule for the next months:



Easily log time spent on a task and view a list of other resources assigned to the same task.



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