Project manager

If you are a project manager, follow these steps to get started.

Before you begin

  • Your server or project management administrator must assign the Rational® Project Conductor - Project Manager license to you, with the JazzProjectAdmins or the JazzAdmins repository permission.

About this task

Procedure

  1. Create a project
    1. Create a project
    2. Learn about project types - effort-based and duration-based
    3. Create a project WBS
    4. Attach documents
  2. Create a proposed schedule
    1. Learn about schedules, and schedule calculation
    2. Assign expected dates and duration
    3. Apply constraints
    4. Create dependencies
    5. Resolve dependencies
    6. Save baseline
  3. Assign profiles and resources
    1. Search for profiles and resources
    2. Assign profiles to projects
    3. Assigning resources to projects
    4. Replace profiles with resources
    5. Assign resources to tasks
  4. Identify and manage risks
    1. Identify and document risks
    2. Create strategies and actions for risks
  5. Manage timesheets
    1. Assign time codes to the project
    2. Approve and reject timesheets
  6. Manage financial data
    1. Assign charge codes to the project
    2. Enter and track estimate, plan and actual expenses
  7. Track project status
    1. Track project status

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