The benefits of a personalized process can be huge, as we discussed in the last post.  So now we can move on from the generalities and look at the specifics.  In this post we show you the four steps to creating your own custom project process.

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Custom Project Process – step 1 – Process

The first thing you will do is to define your process.  This will involve you deciding the steps, phases or processes in the methodology.  Of course usually you will be working from an agreed standard for your organisation.  Next comes choosing which documents you want to appear in each process step.  Your documents are each a complete set of files on a topic and can appear in multiple processes.  Some of your documents may have templates or others may be empty and you will collect files as you progress through the project.  You might for instance use a correspondence or approvals document like that.

Of course there is more to defining your process than this and you can find out all about that in the video here on our You Tube channel.

Custom Project Process – step 2 – Navigation

It is likely that your next step will be setting up the navigation for your process.  PROJECT in a box is unique here with the ability to use any diagram as the background to your navigation.  You then set up instruction boxes on top of the diagram.  Each of these click areas has a function associated with it.  You can use any mix or multiples of the following four types:

  • Process – link to one of the above processes for a set of documents and files
  • Image – link to a different image to drill down or provide further features
  • Hyperlink – to link to other functionality or web pages like guidance
  • Function – to open one of the menu item functions from the system navigation.

When you mix these together with your own diagram this becomes the heart of your custom project process.  You can find out more about how this innovative step works with our You Tube video here.

Custom Project Process – 3 – Info Panels

Just as you added navigation boxes to the diagram above, info panels can also be added.  So your info panels can display live property data from your project directly on the diagram.  You could use this to show the project name or status or values such as number of risks.  Customers can also set these up to display interpreted data in their custom project process.  So you can show coloured icons like traffic lights to reflect say the risk level or number of overdue tasks.

All our new methods for 2020 have these head up displays built into the project process.  So when you open the project you see these key metrics immediately.  You can find out more about how these work here in the 4th of our You Tube videos.

Custom Project Process – 4 – the finishing touches

With your process, navigation and info panels complete most people will think that is everything set for your custom project process.  But you can do so much more with your method if you want to. These are just some of the other things you can set in method manager for your method:

  • Property insertion to your templates
  • Blocks of data you want to have available for reporting
  • Look up lists
  • Customised permissions models
  • Aliasing of key terms

You really do have exceptional control over the structure of your projects from this method template approach.  See more about your finishing touches in the You Tube video here.


So now you are ready to go and create your custom project process?  You could be but if it would help to discuss it with us then feel free.  We are always happy to help customers with this as it is a complex area and there are so many possibilities to end up spoilt for choice.  Just contact us if it helps.

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