SolutionAmp: PLAN: Create and/or Maintain a Review

Overview

Purpose

The purpose of this section is to provide a reference guide for the primary system functions associated with creating a project review.  

A Review is setup in SolutionAmp for the purpose of completing a project assessment.  The review is performed based on the adopted project delivery model and the phase of execution the project has most recently completed (or is very close to completing)

 

Pre-Requisites

This document assumes the following has been setup and provisioned:

    1. An Organisational Unit has already been created.  For this guide, an Organisational Unit has been setup and named “Training Management”
    2. An Assurance Unit (ie Project) has already been created.  For this guide, a project has been setup and named “Project 1: Example Project”
    3. Existing Delivery Models have been linked to the Assurance Unit, including most recent version of:
      1. Certus3 Agile Model V1.0
      2. Certus3 Foundation Model V4.1
      3. <your organisation's own set of delivery models>
    4. In this guide the “User” should be a Project Director and/or Project Manager that is tasked with performing the project review.

Expected Outcomes

By the end of this document, the reader will be able to complete the functions of create, update and delete a Project Review.

 

Review Maintenance

Create a Review

SolutionAmp project reviews are added in the system from the Home screen, Plan tab, by selecting Create Review for the project that will be reviewed, as shown below.  In this example the project to be reviewed is “Project 1: Example Project” 

 

Once selected, you will be presented with the Create Review screen below.  Enter the Review Date = date the review will commence. Select Create.

 

The Review will be shown against the project you created the review for as shown below



Edit a Review

 To update a review, select Options and then select Edit shown below

When selected, the Edit function will allow the project review date to be reset and/or the project name displayed to be overridden.

In the example below, the review date will remain unchanged however the review name to be displayed with be changed to Review Commenced 22/09/2023 once Update button is selected

 

The overridden review is shown below


Delete a Review

 To delete a review, select Options and then select Edit shown below

 

The Update review screen is displayed as shown below.  Select the Delete button

Confirm the deletion by selecting OK from the confirmation screen

Select OK to complete the review deletion