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Create project resources

Purpose

Technology resources are needed to support all DORIS projects, from time tracking to file management. Resources that need setup include:

  1. Toggl (online time-tracking tool) 
    1. All project hours must be entered in Toggl.

  2. BoxBox.com project folder
  3. Google Drive project folder
  4. Slack.Slack project channel

Responsible Party

Operations Manager

Interdependencies

  • Project resources can be created after the Sales-to-Project Handoff Meeting is completed. 
Directions
  1. Setting up Toggl
      • All project hours must be entered in Toggl, an online time-tracking tool. 
      • Click on the “+ New Project” button in the top right corner.
      • Name the project according to the Sales-to-Project Handoff
      • Select the appropriate project template (Assessment or Research w/ Usability, etc).
    1. Select the client 
    2. Set the time estimate based on <>(button shifted to the right). Click the Time Estimate down arrow, and ensure that "Calculated task-based estimate" is checked.
    3. Ensure the project is not set to private
    4. Click Apply when done
    Box folder
      Log on to Box.com.  Go to All Files/2 - Projects/New Project Folder 2024. Make a copy of the entire folder, and rename it with the project name. Google Drive folder
        Go to Share with me/2 - Projects and create a new folder with the project name. Go into the newly created project folder, and create a folder for each phase.
          0 - Communication Content 1 - Project Launch 2 - Project Preparation 3 - Challenge Seeking 4 - Challenge Defining 5 - Solution Seeking 6 - Solution Defining 7 - Project Conclusion Go to Share with me/2-Projects/Project Management/2024 New Project Folder
            Make copies of the Master List and Call Log files and move those into the project folder. Move the Project Charter file to the project folder that was created from the Sales to Project Handoff meeting. Slack channel
              Open Slack. On the left side where the existing channels are listed, click on the Add channels button. Click on Create a new channel and enter the project name in lowercase letters. Add everyone in Ops and Sales to the channel. Click in the project channel, and select the Bookmarks button. Click the Add Bookmark button, and add the Project Charter.
              Resources

              Example:

              Toggl Projects tab 

              Slack

              Box

              Google Drive