The Project Creation Wizard (v10.xx)

The Project Creation Wizard (v10.xx)

Cerri Project’s "Project Creation Wizard" is designed to simplify the project creation process by guiding users step by step, ensuring no critical steps are missed.

The "Project Creation Wizard" quickly captures important project details, with additional information that can be added via the Project Description form.


To use the Project Wizard:

Open the Projects view. Navigate to the [Create] tab on the navigation menu.
Select "Project" from the menu.





The Project Wizard will open.




The Project Wizard consists of the following elements: Navigation bar indicating the process steps (1).
Navigation buttons to move forward or backwards during the process (2).
Content window to input the data for the active step (3).
Note: You can also move between steps by clicking directly on the navigation bar, but you cannot skip incomplete steps.

[General] tab The Project Wizard opens to the [General] tab, where the most basic and general information about the project is entered.






Project Template

Select one of the available project templates, or leave the field blank if not using a template.

Project Name*

Enter the detailed name of the project. This field is mandatory and must be unique.


Code

Enter the project code. This field is mandatory and must be unique. The project code is either editable or automatically generated. If automatic, the code follows the format set up in the General setup document. If editable, the format from the General setup document initializes a default value that the user can modify.

Status*

Select the current project status. Refer to the "Project description" form for more details on the default status options.




Planning mode

This field only appears if a template has been selected in the "Template" field. It determines whether project dates need to be calculated ahead based on a set start date or backwards, based on a set end date.

"Start", planning based on the start date specified in the upcoming "Start dated" field.

"End", planning based on the end date specified in the upcoming "End date" field.


Start date / End date

If no project template was selected in the "Template" field, enter the intended project start date. If a template was selected, enter the start or end date, based on the selected "Planning mode".


Currency

Select the project currency. All amounts will be displayed in this currency and in the reference currency if different. The list of available currencies comes from the "Other currencies" fiels in the General setup document.

Billing mode

Choose the billing mode for the project: Not billable / Fixed price / Time & material.

Track tasks' physical progress


Specify whether to track physical progress for the project.


Earned value calculation method

This field appears only if physical progress tracking is enabled. Choose how to calculate earned value; based on physical progress or work progress.

Objectives

Enter a brief description of the project objectives.



Once all of the fields have been completed, click "Next" or "Categorization" on the Navigation bar.


[Categorization] tab


Here you will find one text field (Sponsor) and up to 14 single or multi-value classification fields, depending on your setup. These classification groups are useful for reporting purposes. In Cerri Project only 4 of these fields are static: Sub-project of, Type, Customer and Priority.


Sub-project of

Select the parent project, if applicable.

Type

Select the project type. The available options are defined in the setup.


Customer

Select the customer associated with the project (if applicable). If the customer's name is missing from the list, click "Add". A dialogue box will open to allow you to add a new customer name.

Priority

Select the priority level for the project. The available options are defined in the setup.

Others

All other classification fields, such as "Services" or "Business units", depend on your setup.


Once the classification fields have been completed, click "Budget" on the navigation bar or "Next" to proceed to the next step. If do not wish to enter classification details at this time, you can advance directly to the "Budget" step, unless any fields have been set as mandatory by the application administrator.

[Budget] tab


The budget tab is where the financial resources allocated to the project are defined, including external rates if the project is billable.


A project budget can be detailed or not. If the budget is not detailed: Enter the total anticipated workload, split between internal and external labor. You can also input internal and external billable costs associated to the workload as well as other non-labor related project expenses.


If the budget is detailed: Define costs and billing targets based on the budget axes set in the application settings. For more information, refer to the "Detailed budget" section.




Internal labor

Days

Budgeted workload for internal resources.

Budget

Budgeted costs for internal resources.

Billing

Budgeted billable amount for internal labor costs.

Margin

Expected margin on internal labor ("Billing-Budget").



External labor

Days

Budgeted workload for external resources.

Budget

Budgeted costs for external resources.

Billing

Budgeted billable amount for external labor costs.

Margin

Expected margin on external labor ("Billing-Budget").


Investments & expenses

Budget

Budgeted amount for non-labor costs.

Billing

Budgeted billable amount for non-labor costs.

Margin

Expected margin on non-labor costs ("Billing-Budget").



Total

Days

Total budgeted workload.

Budge

Total budgeted costs.

Billing

Total budgeted billable amount.

Margin

Total expected margin.




Once the budget is entered, click "Team" or "Next" on the navigation bar to process to the next step. If you do not want to enter budget details at this time, you can move directly to the next step.


[Team] tab


Now, define your project team by selecting participants and identifying their roles in the project. Cerri Project provides a predefined team structure with groups and roles.


Note: This form appears only if no project template is selected. If a template is used, you can replace the resources inherited from the template with resources of your choice. Once the project is created, the final team can be viewed in the "Project Description".





Project leader

By default, the project leader is the resource creating the project, though this can be changed. The field is mandatory.


Project leader substitute(s)

Substitute(s) hold the same rights as the project leader, meaning they can create documents and execute processes just like the actual project leader. This is especially useful when the project leader is absent. It is recommended that substitute(s) also have a Project Leader license.

Customer representative

This field can be used for the internal resource handling customer relations, a customer resource, or for any particular usage as required.

Project steering committee

The group responsible for driving the project and regularly monitoring its progress. The Project Steering Committee oversees the business case and tracks the project's progress on a week-to-week basis.


Internal project team

This includes all team members involved in the project who are part of your payroll, meaning they are considered internal resources and not outsourced from other organizations or departments.


External project team

This includes team members who are NOT on your payroll, meaning they are NOT considered internal resources. These resources are hired from other organizations or departments, such as contractors or external consultants.



Stakeholder

A group of resources who are not part of the project team but need to be informed of the project’s progress. These resources MUST be defined in the system as "Resources" to access project information.


Once the project team is defined, click "Critical Success Factors" or "Next" button to proceed. If you do not wish to select the project team at this time, you can advance to the next step.


[Critical success factors] tab


This section allows you to evaluate how important and aligned the project is with your business goals and strategy.


The Critical Success Factors tab is divided into two parts. The first section is not configurable and contains essential metrics relevant across all projects, such as budget, ROI (return on investment), forecasted workload, and risk factor.


The second section is configurable and can capture up to 10 distinct criteria used to qualify the project's importance. The combination of these values calculates the project score, reflecting its overall importance to the organization.









Budget & ROI

Budget

The expected budget for the project, defined in the budget section.

ROI

Enter the expected return on investment.

Workload

Expected project workload, as defined in the budget section.

Risk

The potential risk the project may pose to the organization.


Project ranking

Critical success factors "1 to 10"

Enter values based on criteria defined by your administrator. Refer to "Define Critical Success Factors" and "Project Ranking Calculation" sections for more details.




Once the critical success factors are defined, click "Summary" or "Next" button on the navigation bar to proceed. If you do not wish to enter a budget at this time, you can advance immediately to the next step.


[Summary] tab


This tab provides a quick overview of all the data entered through the wizard before creating the project. At this stage, you can revisit any tab to make changes. Use the "Next" or "Previous" button, or click directly on the tab name in the navigation bar.




Click "Create Project" to create the new project, or click the "X" on the tab to abort.

Once the project is created, Cerri Project will automatically open the "Project Description" form, which can be further completed. Refer to the "Project Description" form below.


In addition to the project description, Cerri Project will also generate the associated budget and Gantt chart for the project.


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