Area
Previous Topic  Next Topic 

Projects are generally complex with thousands of tasks, dozens of deliverables, multitude of software tools (ERP's, Primavera, MS Project, 3D Modelling, Excel), Locations (sites, time zones and countries) or number of players (project team members, client, consultant, project management organizations, contractors and suppliers).

Project deliverables are often split into multiple areas for easier delegation or sub-contracting. By segregating a project to different areas the process of monitoring the project progress is simplified and also helps in resource optimization. 

In addition areas defined in a different project can be imported and reused for the current project.

The following table will help you to navigate to different Area related operation which is explained in the following sections.

Navigation Table

To

See

Add Areas

Adding areas to your Project

Add sub-areas

Adding sub-areas to your Project

Import areas 

Importing areas from another project

Import areas in bulk

Bulk Import of Areas

Handle resource in areas

Area resource handling

Release and Revoke Areas

Releasing and Revoking Areas

Adding areas to your project

Workflow resources can be assigned and filtered for a specific task based on resources previously assigned in Area, System and Project if the area or system is assigned for the task. The system provides users the facility to assign resources for a Project area. 

To add an area to your project

Adding sub-areas to your project

Areas defined for a project can be further divided to sub areas. This makes the project progress monitoring process easier. 

To add sub-areas

Importing areas from another project

Areas defined for a different project can be reused, if the properties match the current project. Areas can be imported from another project.

To import areas from Projects

Bulk Import of Areas

Areas can be imported in bulk using an MS Excel template. An excel template is generated, area details are updated in excel file and the updated file details is imported to system.

To generate a template

To Import area details to system

To view log of import operations

Area resource handling

A project will have set of resources called project Resource Pool. Resources can be assigned to an area from the project pool (normally project teams are split into multiple sub teams according to areas). An area can be specified in a task. User or User groups is also specified in the workflow stages assigned to a task.

While scheduling a task, Wrench will filter and allocate the task resources in the workflow stages. If the check box Filter task resources based on Area is selected and if this area is added to a particular task, then later on, the resources available in the Project area can be used as a filter for assigning resources for the various work flow stages of the specific task in addition to the Project resources. In other words, common resources belonging to Project and Area will be taken as work flow resources.

When resources are added or removed from an area or system the changes are to be incorporated to the corresponding workflow. Clicking refresh workflow the changes are updated to the workflow.

Releasing and Revoking areas

Once the areas are defined for your project, the areas can be released. We can assign weightages to areas and its sub-areas so that the progress can be rolled up to the main area and to the whole project. The areas need to be released so that they can be used in the deliverables, this is to ensure the weightages provided in the areas of same level are summed up to 100, and then only the progress of the project will be calculated correctly.

To release the area

  1. Select the area that you want to release.
  2. In the tool bar click Release.

Released successfully message is displayed.

NOTE: An Area can be released only if sum of weightage is 100.

To revoke areas

  1. Select the released area.
  2. In the tool bar click Revoke.

Revoked Successfully window is displayed.