Glossary

Hosts multiple Spaces across several domains or geographic locations within an organization. Account management is reserved for Enterprise level subscriptions as they involve more complex project management capabilities.

Unlike a traditional GANTT chart which uses all the tasks to show the structure, Proggio’s Project Map shows only what is relevant to that viewer. Proggio uses activities to show the structure of your project, while all the To-Do items are listed as Tasks within the relevant Activity container.

When assigning a project, workstream, activity, or task, you can assign someone ownership of that item. You can also assign a group of people.

Like other PPM solutions out there, Proggio has a “board view option.” This view is based on a Kanban board. You can move Projects or tasks in this view through various stages of your customized processes.

The budget view is an easy way for users to plan out budget costs and view the budget items of their projects in the portfolio. This is also another way in the project module to view budget items in a specific project.

Proactively planning ahead is essential to maintain realistic timelines and goals. The buffer feature is an item you can put in a project plan to build in space in your timeline between items that may need a safety net of time for one task to be completed before starting another one.

This is a characteristic of your business that is essential or a key indicator of success for your business or team. Here are some examples:

• Market share increase
• Cost reduction
• Complexity
• Duration
• Levels of risks
• Expected monetary outcome/profit
• Resources
• Expected market share
• Technology barriers
• Level of expertise
• Infrastructure

To help users keep track of items that are dependent on each other, Proggio consolidates those items into one list. This is the coordination plan. It is a summarized list of those dependent items. You can view the coordination plan on the portfolio level and on the project level.

Every team and organization is different. As a result, your data should be customized to the specific needs, views, and perspectives your decision-makers need to make decisions. Custom fields are a way for you to create your data fields to sort your project and portfolio data. Create fields for data that are important for your business drivers and then use those fields to sort and organize your data to understand what the full data picture looks like.

Dashboards provide an overview of relevant KPIs at the project or portfolio level, keeping you on track with your portfolio, projects, and tasks status. You may also share the dashboards with the relevant stakeholders to have a clear view of your space.

There are three types of dashboards.

1. Portfolio dashboard – Using portfolio-level widgets and saved views such as ‘Project Explorer’, ‘Project prioritization’, Project risks’ or ‘Portfolio notes’ for monitoring and reporting status at the portfolio level
2. Project dashboard – Using project level widgets such as ‘Project map’, ‘Project summary’, ‘Plan vs actual’ or ‘overdue tasks’ to gather quick insights on specific projects. This type of dashboard allows you to filter the information presented across all widgets by selecting different projects from the dashboard level project selector dropdown
3. Tasks dashboard – Using a combination of widgets such as ‘My Tasks’, ‘Project map’, or ‘Project notes’ for allowing quicker execution efforts for a user’s activities and tasks across multiple projects.

When viewing your project or portfolio map, you have the option to view data fields on the left side of the screen. By dragging over the expansion bar on the left side of the map to the right, you will uncover data fields that provide important contextual information you may need for planning and decision-making.

This is an item that requires the completion of another item to begin. You can easily set up a dependency in the project map by dragging a line between the dependent items. You can make activities or milestones dependencies.

The project dynamic view allows you to focus your view on certain activities within a specific project timeline. You can share it with other stakeholders, so they see the relevant data of that project you wish to share. A dynamic view is a live link and will be updated immediately when there are changes in the project.

Stay on top of the latest updates of the items that you are involved with Proggio’s feed. Find all the conversations you are tagged in and all the updates for your projects and tasks on this screen to give you an update in one place.

You can attach files and documentation to any activity or task by selecting the “files” tab in the activity’s or task’s window.

A chart for managing projects that was invented in the early 1900s by Henry Gantt. This style of project planning limits users by preventing them from seeing the whole picture on one screen, making it difficult to extract data to make decisions and scenario plans. This form of project planning is outdated compared to the new portfolio and project map that does the opposite for users, making it easy to plan and make decisions with an intuitive and visual data platform.

Create internal groups within your Space. Useful when managing workloads that are related to an organic team of individuals, instead of a single person. Usually this is applicable in development teams but can be valuable also to represent departments like a team of designers or content writers. The initial setup for a team is done from a user profile.

This is for when you have an area of work in a project that requires simultaneous work to be done at the same time but still needs to be represented in the planning.

By creating a group in Proggio, when selecting assignees, or who to share items with, you can select a group that you have created from the drop-down user list.

This is a measurable statement that clarifies what is necessary for a business driver to happen or be achieved. Business drivers are key indicators of your business is success. These terms are used to determine what weighs more in Proggio’s prioritization matrix.

This is the process that an organization customizes and builds to accept work or projects that are necessary to achieve business goals. This process can be customized and built to achieve operational excellence in Proggio’s settings module.

This is a view in which users can see all of their projects listed in a portfolio or all the activities or tasks listed for a specific project. In that list, important selected or filtered fields of data about the listed items are listed next to their corresponding items. This gives users the ability to filter data in a customizable way.

Project and portfolio maps are Proggio’s patented views that give you the entire scope of a project or portfolio on one screen. With this patented technology, you can see everything in your portfolio down to any project, and then down to any activity, and any activity or task in that project on the same screen.

ProjectMap™s are built with workstreams. Workstreams are also part of our patented views – they are what enable maps to hold the entire scope of a project on one screen.

When working on an activity or task, you can message someone right in the task or activity to notify them that you need their input. Use the “@” sign and then without spaces, type the name of the person you are trying to contact about that item. Proggio will notify them of your message and will invite them to respond.

Milestones are used in project management to mark specific points along a project timeline. They are a key part of any project plan which shows you the direction of where the current stage of the project is going. The milestone in itself carries no duration but in many instances, it will impact the total project duration. In Proggio, setting milestones as target dates will visually stand out of the project and will not impact the project duration as normally acceptable in project management.

A defined set of criteria to allow the PM to restrict or allow access to specific details within a Space environment across all the involved stakeholders.

A high level view that is generated out of all the created ProjectMap™s within the Space.  Proggio’s default Portfolio view, automatically displays all Project milestones on a timeline according to their location in the individual projects.

The portfolio map is Proggio’s patented view that gives you the entire scope of a project portfolio on one screen. With this patented technology, you can see everything in your portfolio down to any project, and then down to any activity or task in that project on the same screen.

ProjectMap™s are built with workstreams. Workstreams are also part of our patented views – they are what enable maps to hold the entire scope of a project on one screen.

In hectic and evolving economic conditions, business goals, and stakeholder expectations are always shifting. Proggio’s prioritization matrix automatically calculates the priority of a project based on your business drivers. This provides an objective prioritization process that automatically determines what are the most important projects for your team to work on, saving you time and money.

This is where you can add tasks to your project as backlog items, without scheduling them on the timeline. As such, they carry no start/end dates and by default are assigned to you, but can be reassigned to anyone in your Space. When time is right, and you need to incorporate these tasks into your project, drag and drop them onto the map and organize it in a way that will make most sense with your project plan. Place them directly on the grid or place them in an existing activity container.

This is an overall indicator of the status of the work that is part of a project getting done on time and meeting deadlines. This is displayed on the portfolio map’s data curtain to the right of the map.

This is the person who has been assigned ownership in Proggio over a project

Proggio’s revolutionary approach to project management. It is a single project plan, containing a set of Workstreams, Milestones and Activities on a timeline based block diagram.

ProjectMap™s are Proggio’s patented view that gives you the entire scope of a project on one screen. With this patented technology, you can see everything in your project down to any activity, and any activity or task in that project on the same screen.

ProjectMap™s are built with workstreams. Workstreams are also part of our patented views – they are what enable maps to hold the entire scope of a project on one screen

A stature of a stakeholder invited into the Space that defines their level of involvement across the Space.

Users can take a screenshot in Proggio of the portfolio map, project map, or resource plan. In the share menu, users can select the screenshot option

Users can select to share project and portfolio maps, dashboards, and other various views of the portfolio or projects. You can select in this who you want to share with, or a group of people in Proggio. You can share a live link or a screenshot.

Snapshot is Proggio’s built-in scenario planning tool where you can work in an environment to plan out hypothetical scenarios without impacting your actual data. In a few clicks, you can move activities and tasks around in your projects. You can also save those scenarios and review or share them later.

Includes an array of portfolio management capabilities for a single domain within an organization. Such as, project planning, task management, resource leveling, prioritization, budget and more. The Space is where all portfolio related information is typically managed by a PMO function and utilizes Proggio’s patented technology.

Planning a project, complex as it may be, usually requires deep diving into the details of a specific operation. Since Proggio is built for top-down planning, it is essential to have a ‘window’ that takes you one level down. This is another feature that is unique to Proggio. This feature allows you to dig deeper by double-clicking on a project and portfolio map’s milestone or activity. The split view will pop up and show you the next layer of information to give you important context about that part of the map.

As the name implies, this is a project within a larger master project. Sub project allows you to create a detailed plan for a process or operation on a new ProjectMap™ grid which carries the duration boundaries of the sub project length, which is also the duration of the activity container it is created under. The sub project can be assigned to a specific owner to manage, within the scope of the master project.

‘To-Do’ items within an Activity. Tasks are displayed in the split screen section at the bottom part of the ProjectMap™ page. Alternatively, double click the Activity Container or the Tasks List Icon to the right of it to view and edit additional task settings.

Tags are custom tags that you can create to filter and sort projects.

Tasks are specific items of work that need to get done that make up an activity. Activities are then tracked on workstreams to make sure all the work is getting done.

In the Proggio task view, users can label the various tasks that are assigned to them to organize their work and filter the work that needs to be done. Users can also customize these filters.

These are users on Proggio who have access to the platform to only see what tasks they have been assigned from various projects from their organization’s portfolio.

Users who have tasks assigned to them can access their tasks through the tasks board view. This view is based on a kanban board. You can move tasks in this view through various stages of your customized processes.

Proggio ProjectMap™ and portfolio map are built on a timeline that is expandable and collapsible on the map views. ProjectMap™ and portfolio map are Proggio’s patented views that give you the entire scope of a project or portfolio on one screen. With this patented technology, you can see everything in your portfolio down to any project, and then down to any activity, and any activity or task in that project on the same screen.

The best way to understand the concept of Workstreams, is to try and break down the core areas of operation in your project while keeping a high level approach. Each Workstream should represent an essential component in your project plan. It can be a department in your organization (i.e Operations or Marketing) or an ongoing activity in your project (i.e Testing or Implementation) and also a centralized feature you’re developing for your product.