Project management
Project management
Start
🟨 How Leadtime supports digital service companies in the structured planning, efficient implementation and secure handling of complex individual projects.
The magic project triangle
🟦 Which criteria must be met for a project to be considered successful
Standardization of projects with project components
🟦 Project components can be used to standardize a complicated digital project business.
Structure of the Projects division
Tab Overview
🟥 Reference to the Overview tab in the "Projects" area
Configuration tab
🟨 Introduction and overview of the "Configuration" area
Documents tab
🟨 Access to the "Documents" tab
Tasks tab
🟥 Brief overview of the "Tasks" tab
Tab Big Picture
🟥 The big picture view at project level
Tab time expenditure
🟥 Examine the time bookings on the project
Uploads tab
🟥 Store project documents and other files with the project
Settings tab
🟥 Make project-specific settings
Manage requirements
Workshop: Managing projects with Leadtime
🟨 An overview of the steps of the workshop
The scenario
🟩 Workshop 1: Project management based on Leadtime components explained using the example of a web agency.
The project component
🟩 Workshop 2: Investigation of the project component
Setting up the project
🟩 Workshop 3: Instructions for configuring a project via the project tree
The project tree
🟩 Workshop 4: Loading the project component and clarifying the requirements
Add products to projects
🟩 Workshop 5: Offer additional products
Create project documents
Create documents
🟨 An overview of the type of project documents that can be created with Leadtime.
The version system
🟦 Purpose and functionality of the versioning system
Automatic calculation of expenses
🟩 Workshop 6: How the efforts of work packages work
Create offer versions
🟩 Workshop 7: Creating offers with versions
Manual positions and discounts
🟩 Workshop 8: Refining the offer
Create specifications
🟩 Workshop 9: Automatic functional specifications
Project contracts and other document templates
🟩 Workshop 10: Creating the project contract for the customer
Carry out projects
Plan project duration
🟦 Best practice recommendations for planning the duration of the project
Task management
🟩 Workshop 11: The connection between the work packages and the ticket system
Capacity planning
🟩 Workshop 12: Distributing tasks to the team
Organize acceptance
Testcase Management
🟩 Workshop 13: How to simplify acceptance by the customer with integrated test case management
Change Requests
🟩 Workshop 14: When additional work is added
Accounting for projects
🟩 Workshop 15: How to account for a completed project
Further support
🟦 How long-term collaboration can be structurally mapped with Leadtime