Managing projects in Peerdom

Preedom's Projects App seamlessly integrates project and team management, allowing you to assemble project teams and visualize your project portfolio directly on your organizational map.

This guide helps you make the most of the Projects App.

Locate the Projects App

Once activated, the Projects App becomes accessible to everyone in your organization. To access the Projects App, click on the "Projects" icon in the sidebar on the left side of the screen.

You can now view and manage projects across the entire organization.

Visualize projects on the map

All ongoing projects can be displayed directly on your organization's map. To show projects on the map, turn on the “Projects” map layer at the top of the map.

Clicking on a project reveals the project team, its details, and draws connecting lines to all roles involved.

Create a new project

To create a new project, right-click directly on the map and select "New project" from the menu. Depending on where you click, the project scope will be set to that context. For example, if you right click within a group and add a project, the project will eventually be mapped around that group.

In the project editor, provide the following basic information:

• Project Name: Give your project a clear, descriptive name.
• Mission: Summarize the project’s objectives and goals.
• Start and End Dates: Make your project time-bound by setting a timeline.
• External Link: Add a link to the main project documentation
• Notes: Include any additional information or details.

Assemble the project team

To assemble your project team, go to "Add role" in the project editor and select the role in the drop-down.

Then select the role holder and whether this peer is a representative of the project. Make sure to click "Add role" to add them to the project team. There can be several representatives on a project team.

If you don’t yet know who will contribute to the project, but you have an idea of which roles are necessary, you can add vacant roles to a project. To do so, select the role and click “Add role” without choosing a peer. This will add a vacant placeholder to your project team, and you can recruit your peers later.

If a role is no longer needed, click the "X" next to the role’s name to remove it from the project.

Define the project scope

Put the project into context and clarify who is ultimately accountable for the project’s success. By setting a project scope, you can see on the map whether a project impacts the entire organization, or just a specific group. The project will be attached to the group that’s affected.

By default, the project scope is set to "Organization wide".

If the project is specific to a certain group, you can select "Group" and choose the appropriate group from the drop-down menu.

Organize your projects

You can organize your projects by categorizing them based on status, product vertical, or customer segment. Use labels and project groups to keep everything structured.

To create a project group, click "New project group" in the Projects App and fill in the description. Provide a name, define the mission, and add any external links or notes. You can then drag and drop a project into a project group.

To add a label to your projects, go to “Add label” in the project editor and select the label from the drop down. If the section isn’t showing, then you can create a new label in the Projects App settings.

You can read more about labels in this more detailed tutorial.

Archive a project

Once a project is completed, it can be archived. To do this, open the project panel in the Projects App, click the "..." icon at the top right, and select "Archive project".

Archived projects can still be viewed in the Projects App and can be unarchived if you need to revive it.

If you have any questions, please reach out to our support.