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Waterfall Project Settings

Updated over 2 months ago

The Waterfall Project Settings allow you to configure and customize all critical aspects of your Waterfall projects. Organized into multiple tabs, these settings help you define project details, manage roles, monitor risks, categorize issues, and capture additional data.

Features

Feature

Description

Configure foundational project details including project name, start and expected end dates, project lead, sponsor, and project status. The scheduling method is preset to “Waterfall” to support the correct workflow. Use the rich text editor to add detailed descriptions, scope, and supporting documentation.

Define and manage custom roles to clarify team responsibilities. Add new roles with titles and descriptions and update existing roles as project needs evolve.

Monitor project health with real-time risk statistics and visual indicators. Adjust numerical weights for risks, issues, and blockers, set health color boundaries (Green, Yellow, Red), and view the overall health result. Test scenarios, reset defaults, and save changes to maintain an effective risk strategy.

Create and manage tags to categorize and contextualize project issues. Import tags from other projects, add new issue tags with titles and descriptions, and edit or delete tags as necessary.

Assign project tags from a centralized list to categorize and organize your project. Tag creation and deletion are managed centrally to ensure consistency across all projects.

Capture additional project-specific information by assigning values to custom data attributes defined in the main Settings panel. Save changes to enable advanced tracking, filtering, and reporting.

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