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Gameplan Projects

Set Up Project

Go to the Client Manager, and select the appropriate client from the drop down.
From the Projects tab, select the appropriate project.
On the Project Details tab, tick the box by Gameplan Tracking

The Start and End Dates will highlight. Add in the appropriate dates

Once the dates are set, click on the tab for Workstreams.
From the drop down, select the appropriate Workstream for the project, and click the Add button.

Continue adding Workstreams as needed.
- To add a New Workstream, click on the New button to the right and create the Workstream.
- If the Workstream is only for this project, check the For this Project only box.
- If the Workstream is critical to keeping the milestones in line, check Critical Path.
  - If the milestone for the Critical Path Workstream slips, it will impact all other Workstreams for the project.
  - There can be more than one Workstream which is considered a Critical Path, but there must be at least one checked.
- Click Save.

Click on a Workstream name to add the appropriate staff.
Click Save.

Workstreams can be reordered if needed by highlighting the workstream and using the up/down arrows on the right.
- To delete a Workstream from a project, highlight and click the X

Adjust the time by sliding the slider to the appropriate dates.

Close Project

NOTE: All tickets and Workstreams must be closed before you can close a project.

Select the client and project in the Admin Area
Change the Project Status to Closed
Save

Reopen Project

Select the client in the Admin Area
On the Projects tab, uncheck Open and check Closed. All closed projects will be visible.
Select the appropriate project and change the status from Closed to Open.