Overview

Purpose

The purpose of this section is to provide a reference guide for the primary system functions associated with managing a Project Review.  This covers the setting of the review phase, managing the review by selecting which components of the project are to be included in the review and completing the setup of the review by specifying which phase for each component of the Project.  

For steps on how to execute a Review, refer to user guide "Execute a Review".

Pre-Requisites

This document assumes the following has been setup and provisioned:

1. All planning components have been completed. For this guide refer to:
   1. Training Management organisational unit
   2. Project 1: Example Project assurance unit
   3. Project Hierarchy has been set up (refer to Project Hierarchy user guide for further information)
   4. Review commenced 22/0/23 review has been created
2. 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 Project Review function of setting a project review phase and complete Setup Review for all stages of a Project Review.

Setup Review

From the SolutionAmp Home page, ensure the Plan tab is selected.

Navigate to the organisational unit, project, and project review to be assessed and select Option and Setup Review. In this example, the organisational unit is “Training Management”, the project is “Project 1: Example Project” and the review is “Review Commenced 22/09/23”

The Setup Review screen will be displayed.  This will show the selected components for your Project Review.

In finalising your Project Review, you can select or de-select a checkbox to include or remove a component from your Project Review.  For the components that have been selected for the review, Edit the Phase for each by selecting the Pencil icon.

For each component select the Phase.  Once completed your Setup Review will show the phases as per below

Your setup activities for your Project Review has now been completed.  The next step is to Execute your Review.  Refer to the User Guide - "Execute a Review" for the next steps.