Project management
Create, plan and run a project in FoxPlan.
Definition & members
Configure a project: identity, members, rights inherited from portfolios, notifications, advanced settings and change history.
Scheduled reports
Receive by email, at the chosen frequency, a status of a project or a project portfolio — deadlines, delays, staffing, governance and budget.
Project members
Add members to a project and understand the different project roles (Project Admin, Project Leader, Reader, Resource).
Planning
Build and run a project's planning (Gantt) in FoxPlan — tasks, milestones, resources, dependencies, baselines, zoom and exports.
Undo and redo
Undo (Ctrl+Z) and redo (Ctrl+Y) your latest planning changes in FoxPlan: tasks and assignments restored together, actuals always preserved.
Task list
View, filter, group and bulk-edit a project's tasks in FoxPlan's tabular view (ag-Grid).
Copy tasks
Copy one or several tasks — with their allocations, comments and linked documents — into the current project or to another project, from the FoxPlan planning.
Task and card priority
Understand the 1-to-3 priority dot carried by tasks and cards, and how to set it through the bulk import.
Card & Story
Manage a project's cards and stories (Backlog / Table view, epics, sprints, filters) in FoxPlan.
Budget management
Enter, configure and analyze a project's budgets (versions, margins, resource costs, currencies, statuses).
The project Dashboard
Build a project dashboard with blocks (KPIs, charts, tables), configure the period, cumulative values, draft mode and PDF and PowerPoint exports.
Risk & Issue
Maintain a project's risk and issue register: probability, impact, criticality, status and risk matrix.
Decision
Record the project's decisions and information in a traceable log — decision maker, date, rationale and linked objects.
The project Weather report (Report)
Produce progress reports with weather indicators (overall, delivery, schedule, budget, resource).
Requirement
Manage a project's requirements: importance, coverage type and tracking.
Document
Centralize a project's documents and files.
Change
Track a project's change requests and their status.