PULSE Academy / Project Management

Project management demonstration

Plan, track and deliver a client project.

Intermediate · 8 minutes · Guided walkthrough

You'll learn to

• Run a project from template to delivery

A walkthrough using the Website launch template.

Steps

1. Create from template: New project → Template → Website launch, with next Monday as the start date.
2. Shape the plan: Add dependencies between *Wireframes*, *Visual design* and *Build pages*, then open Gantt to see the critical path.
3. Add a formula: Add Hours and Rate number fields and a Cost formula column.
4. Agree the scope: Write the scope, then add an out-of-scope task and see Scope Guard flag it.
5. Keep the client informed: Mark milestones client-visible and draft a client update.

Related

• Projects, tasks and views
• Start from a template
• Dependencies, Gantt and the critical path
• Baselines and delivery records