PLANNING: ADD NEW PROJECT

Create a new Project in the Planning Screen. #

Auto Save: the Planning screen includes Auto Save. Each entry or change is saved automatically. 
Create a new Project or Select a Template or Import from a file.

Create a Project Steps #

The general steps to create a project in Exepron are:

1. Log in to Exepron: Open your web browser and navigate the Exepron login page. Enter your login credentials to access your account.
2. Click on the Projects tab: Once you’re logged in, click on the Projects tab in the top navigation bar.
3. Click on the New Project button: On the Projects page, click the New Project button to start creating a new project.
4. Enter Project Details: In the New Project form, enter the Project Name, Project Objective, Due Date, and any other relevant project details in Notes, Links, and Lists.
5. Add Tasks:
   1. Starting on the right side, Start with the End on Mind and apply the logic of necessary condition. Add predecessor Tasks by ‘Drag and Drop‘ from each Successor Task.
   2. Use existing Templates or Template Blocks to create a new project from existing Best Practices.
7. Add Resource Types to Tasks and determine Task Durations: the Assigned Resource Type Quantity will determine the Task Duration.
8. Set Milestones: Set Task milestones to trigger important Actions on completion of a specific Task. i.e. Material delivery can trigger an email for progressive payment.
9. Add Project Documents: Attach URLs to any relevant project documents or files, such as project plans, specifications, work instructions, or reports to any Task.
10. Exepron Auto-Saves Projects in Planning PERT as each Task is added.
11. Critical Chain Schedule (CCPM): Run the CCPM Schedule and review project Risk (PRQ), Project Duration, and acceptable Due Date.
12. Accept the Project: Click the Accept button.
13. Pipeline the Project: Exepron’s Dynamic Drum feature will staggered projects in Pipeline Status to conduct “What-If” and Resource Loading assessment.
14. Start the Project: Click the Start Button for the Project in the Portfolio Dashboard.

Check the rest of the Reference Guide for details on the above actions.