Darren Rose Posted October 9, 2017 Posted October 9, 2017 I've been having a good play with PM and it all seems to make sense based on what we saw the other week at your offices. I did have one enhancement idea / request, that would be hugely beneficial for us. Could it be possible to create milestones in the BPM, and then associate tasks. It's a bit like parallel processing possibly?? If I could create milestones as part of a BPM, it would make templating our projects much easier. Haven't run into any other errors or problems yet, but will keep testing. thanks Darren
AlexTumber Posted October 9, 2017 Posted October 9, 2017 Hi Darren, Thanks for posting. We are currently working on adding project templates to the app and with any luck they should be ready in the very near future. With regards to milestones as part of a business process, what sort of things are you looking to achieve here? Do you want to say, mark a milestone's status as complete? Or are you looking to be able to send notifications to other project stakeholders etc? We've so far held off building any actions for project management business processes as we've focussed on other areas but this is something we definitely have plans for in the future. Maybe it would help if you could list out your preferences for bpm options and they can be discussed on this thread? Alex
Darren Rose Posted October 9, 2017 Author Posted October 9, 2017 Thanks for the swift reply @alextumber It's around being able to build out templates I guess. Although, we could work around it using tasks and the BPM phases, rather than Milestones. Let me have a bit more a play and get back to you on this thread. Thanks Darren 1
AlexTumber Posted October 9, 2017 Posted October 9, 2017 Ok great. So to give you an idea about what's coming with Project Templates: - In the admin tool, you create a template by giving it a name, a description and a status. - You can then build numerous related entities, such as milestones, tasks, costs, risks, project stakeholders, project documents etc against that template. - We will provide a new form in progressive capture that will allow you to select a project template - As you finish your progressive capture flow and create a new project with a template, the contents of that template is associated to your project. - More than likely we will remove the concept of having a business process against a project type and will add both the business process and type as attributes against a project template. This will mean that the project type's primary function will change to being one of categorisation. Alex 1
Darren Rose Posted October 9, 2017 Author Posted October 9, 2017 That sounds spot on @alextumber I was basically trying to build the template, using the BPM, but there are some gaps in that at the moment, and it looks like Project Templates will address that thanks Darren 1
Lyonel Posted October 13, 2017 Posted October 13, 2017 The project templates sound awsome @alextumber !!!! Really looking forward to that. Coming back on the BPM, it would be great if we could interact with milestones using the BPM (e.g. change status, progress, etc...). 1
AlexTumber Posted October 13, 2017 Posted October 13, 2017 @Lyonel thanks for your post. Yes that's one thing that will definitely happen in project business processes. You'll have the ability to update milestone progress through an automated action. Alex
Nikolaj Posted May 22, 2018 Posted May 22, 2018 Hello Alex, Any news to that topic here about BPM and interaction with milestones? Update Milestone progress through an automated action? Thanks Nikolaj
AlexTumber Posted May 22, 2018 Posted May 22, 2018 @Nikolaj thanks for your post. The topic of automated actions via bpm in Project Manager has come up recently during internal meetings. I will find out from our product and development teams where we are with this and will post back here. Alex
Nikolaj Posted June 18, 2020 Posted June 18, 2020 Hello @AlexTumber do you have any news here? regards Nikolaj
AlexTumber Posted June 19, 2020 Posted June 19, 2020 Hi @Nikolaj , unfortunately other features have taken priority. We have a backlog of automated bpm actions that we want to add. Hopefully they will be added soon. Alex
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