Ecaldima

Modules · Project management

Run your projects, from charter to closure.

Project management organises the organisation’s projects into phases, tasks and milestones, with their deadlines, approvals and links to the rest of the platform.

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Ecaldima Project management: Gantt chart of a project with its phases, tasks, dependencies and milestones.

Benefits

  • A shared planKanban and Gantt with dependencies: moving a task announces the following tasks to be shifted before anything is saved.
  • Calculated progressIt is never keyed in by hand: it is the average of the tasks, weighted by their estimated effort.
  • Governed decisionsThe project charter and phase gates are approved by the sponsor or by a workflow.
  • A project tied to its contextChanges, releases, CMDB items and knowledge articles attach to the project; a milestone is reached on its own when the change is closed or the release is published.

How it works

01

Frame

Type, priority, project manager, sponsor and phases; charter approval depending on the type.

02

Plan

Tasks, sub-tasks, dependencies, milestones, members and allocations.

03

Deliver

Kanban, Gantt, timesheet, assignment and deadline notifications.

04

Steer

Missed milestones, approvals, portfolio and dashboards.

Related modules

  • Change management A task or milestone can rely on a change: the milestone moves to “Reached” when the change is closed, and each record shows the other.
  • Release management A milestone is reached on its own when the release is published.
  • CMDB A project links to any repository item (asset, contract, stock item), and tickets that affect that item show the project in progress.
  • Stock A stock issue is charged to a task, and the item’s history shows the task concerned.
  • CRM: customer relationship management A product sold can create the project when the order is placed, linked to the customer; time spent counts towards the actual margin.

Functional scope

  • Roles by projectProject manager, contributor, sponsor, observer; a project is invisible to anyone who is not a member.
  • Phases, tasks and sub-tasksStatuses, priorities, estimated effort, assignee chosen from the members.
  • DependenciesFinish to start, start to start, finish to finish, start to finish, with lag; no loops.
  • KanbanColumns by status, drag and drop, filters, late items flagged.
  • GanttPhases, tasks, milestones and dependency arrows; automatic rescheduling of following tasks after confirmation.
  • Time spentWeekly timesheet and entry from the task, against the estimated effort.
  • ApprovalsCharter and phase gates by the sponsor or by a workflow; a request is never blocked.
  • PortfolioProjects in progress, progress, delays, milestones at risk and load per member.

Integrations

  • Change and release management, for attached milestones
  • CMDB repository and knowledge base, for the links
  • E-mail and in-application notifications, with editable templates
  • Process engine, for approvals

Prerequisites

  • The project types and priorities, to adapt in the settings
  • The groups that create projects and those that view the portfolio

The essentials of this page in PDF, to keep or pass on.

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