Issue Management for Projects with UniPhi

Name: Issue Management for Projects with UniPhi
Rating: 4.4 (24 reviews)

Find new collaborative ways to manage your project and portfolio using issues.

Created bySimon Day

Last updated 8/2020

English

What you'll learn

Issues Managment for Project Managers
Correspondence Management for Projects
Collaboration for Project Teams
Actions Management for Project Managers
Defects Management

Course content

4 sections • 9 lectures • 1h 55m total length

Course Overview6:47
Introduction to the course and to the instructor, Simon Day the Head of Consulting at UniPhi.
Introduction to UniPhi13:58
If you are new to UniPhi, this will help you access and navigate in UniPhi's web based interface and provide access to some resources to get help. Experienced UniPhi users can skip this session.

Create a Project10:29
Create a Project and assign the project team and other stakeholders. Experienced UniPhi Users can skip this session.
Issues for Project Planning22:08
Set up a stage gate life cycle schedule, define your milestones and create tasks and actions for the project team. See how changes to task roll up to the milestone and life cycle levels. Learn how to use the UniPhi for Outlook Add In.
Issues for Workflow14:37
Track workflows on your project using issue templates. Quickly save emails and attachments using the UniPhi for Outlook Add In. Collaborate on the workflow. Create a response document linked to the workflow and transmit it via email. See how the all the information for the workflow links to other project data.

Issues for RFIs (& everything else)19:26
This lesson uses the Request for Information (RFI) as an example for tracking anything important that may arise on your project. Create issues from incoming emails. Capture correspondence data. Auto-generate registers. Link to potential changes in cost. Generate a formal response. Auto-generate registers.
Issues for Defects Management11:57
Learn how to use the UniPhi OnSite App to capture data and Geo-tagged images in the field. Log defects on site from any device. Assign actions to remediate and close out. Auto-generate a register with embedded photos.

Reviewing Tasks and Communication10:11
Review your tasks and those of you project team. Easily reassign tasks and update due dates. Review incoming correspondence by portfolio project or contact.
Close Out Issues6:20
Review all all the information that builds up linked to an issue. The comments, attachments, related documents and even variations. Review issues flagged for you to close as the project manager. Close issues individually and in bulk.

Requirements

Access to UniPhi

Description

Issues allows for efficiency, transparency and collaboration on portfolios. Find out how to get the most out of issues management for you and your project team using UniPhi's integrated Project and Portfolio management solution.

Discover how to use issues to plan the tasks on the project, link them to milestones and assign them to the team. Have milestones dates update automatically when task change.

Easy ways to track workflows, requests for information and everything else that happens on your project, with all the accountability you need.

Who this course is for:

UniPhi users and Project Managers who want better collaboration on their projects

Issue Management for Projects with UniPhi

What you'll learn

Explore related topics

Course content

Introduction2 lectures • 21min

Issues for Planning the Project3 lectures • 47min

Issues for Tracking a Project2 lectures • 31min

Review Issues, Tasks and Correspondence2 lectures • 17min

Requirements

Description

Who this course is for: