Create or Obtain Forms and Reports for Project Use
The Team Project Plan Summary forms in the Process Dashboard are
completely customizable. For more information about this feature, see
the Creating / Customizing Process Forms and
Reports help topic.
During your launch (in particular, during Meetings 5 and 6), you
will need access to certain metrics data. As a result, you should take
a moment before the project launch begins to open your team project
plan summary, and ensure that it meets your planning needs. If the
metrics you need are not present, you should take one of the following
actions:
- Contact your organizational process
mentor to determine whether they have already created plan summary
forms for team use. If so, you can reuse those forms easily. Just
copy the cms subdirectory provided by your organizational
process mentor into the directory where your team configuration data
is stored. See the Configuration
Management of Custom Forms help topic for more information.
- Alternatively, you may build your own
customized project plan summary forms by clicking on the icon in the
top-right corner of the page (
). If you use this approach, keep
in mind that all team and master projects in your Team Dashboard
dataset share the same copy of this form.