Reach Projects

You can set up and manage Projects to link these to Subjects and allocate tasks to different members of your team through Reach. Appropriate tasks can also be linked to Jobs managed in your core Panacea Software, to allow proactive and detailed management of resources, activity and expenditure.

You can view and manage all your Reach Projects by navigating to Projects > Projects

Adding a new Project 

New Projects can be added by clicking on the green +Add Project Board button in the Projects screen.

Input the details for the Project:

• Project Name
• Project Description
• Project Owner - the user in charge of the project
• Project Status - if the project is still Active, On Hold, Complete
• Start and End Date
• Portfolio 
• Related Subject
• Organisation/Client 
• Labels - associated labels for the project, allows you to filter projects by labels in the calendar (see here on how to add labels)
• Est Days of Work - how many days of work the project is estimated to take, this will link to the Capacity checker
• Project Colour - assign a colour to the project for the colour to appear on the project calendar

Filtering Projects

• Use the search function to find a particular Project
• Click on the Filtering drop-down to filter to projects with particular Portfolios, Project Status or Subjects, and the Start and Deadline dates
• Click on a column to sort your releases by Project Name, Description, Owner, Portfolio, Subject, Completion % and Tasks
• Use the Excel or PDF button to pull off a report containing all projects displayed on your current screen and the filtering & columns you've applied

Managing Projects

Click on the name of a Project to see a detailed Project Board and add Tasks and Events.

Tasks:

• Add new Tasks for any work needed to fulfil this project in the "To-Do" column
• Drag and drop tasks in between each column as the task progresses
• You can edit tasks by clicking into them
• The due date, and team member responsible for each task can also be seen here
• Please see here for more detailed guidance on tasks

Events:

You can also view any connected events and create an event linked to a project by ticking Show Calendar Events at the top.

• Click Add Event to add a new event linked to the Project. You can then also link this event to tasks.
• When an event has been linked to a Task within a project, you can then view the number of tasks an event is connected with, the progress and filter (to show all events as a colour)