Project Management

The Project Management module helps you create Projects and their associated Tasks in order to keep track of proactive and reactive corrections to your GRC program.

They are linked to Controls, Risks, Compliance Requirements, etc. so that it is easy to see their relationships and understand what each project does for you.

 

Projects have owners and start/end dates allowing you to quickly see who owns what and when something is supposed to be completed.

Projects have various status attributes:

• Planned
• Ongoing
• Closed

This allows you to track projects based on their lifecycle and trigger statuses based on the combination of their “Status” and “Deadline.” The following statuses come by default:

• Ok: Project is Closed or Ongoing with a future “Deadline” date.
• Project Expired: “Ongoing” projects with a “Deadline” date that has passed.
• Task Expired: “Ongoing” projects with one or more incomplete tasks and a “Deadline” date that has passed.

Every time a status matches your conditions (or fails to match), a label will be applied to Projects and Tasks. You can optionally trigger emails and REST APIs too. For example, you can notify the Project owner when one of the tasks expires. The options are endless, and it is really up to you what level of complexity you wish to use.

You can also create your own statuses based on your own conditions, and again, you have access to thousands of possibilities with the status configuration tool.

Optionally, one or more Tasks can be created and associated with projects. Tasks have completion rates (100% means complete), Deadlines and Owners.

Tasks also have a default status, “Expired,” which triggers when the deadline has passed and the completion rate is not 100%. Your projects will inherit the status of any “Expired” task.

There is also the option to record Expenses linked to the project. This means capital expenditures can be tracked and compared to the original budget set on the project.

Projects and Tasks have a single role called “Owner”.  This is typically the person or group that is in charge of the Project or Task. If you do not like this title you can customise them to whatever name you prefer. Customisations allow you to rename, add, hide and move around fields and tabs in any form and any module.

Like any other module in eramba each Project and Task item supports comments and attachments that allow you to record all review interactions (including approvals) by users, making email discussions unnecessary.

You can configure notifications that will trigger in x amount of days before and after the Project or Task expiration date, or whenever someone writes a comment or attachment.  The notifications can trigger emails or REST APIs.

Like other modules in eramba powerful filters will allow you to query the system in thousands of different ways. For example:

• display all expired Projects used in PCI-DSS
• display all Projects with expired Tasks
• display all the tasks expiring next week, etc.

Filters can be saved and emailed automatically at regular intervals in PDF or CSV format meaning users can be updated with what work is ahead without having to log in to eramba.

Reports also are available as charts. These are shipped with the standard reports and let you know visually what is going on. You can create your own reports with the report builder using widgets that you drag and drop into a template. You can use text, tables, filters and charts all included with the default installation of eramba.

 

 

The result will be a graphical report with your desired data. These reports can also be sent by email in PDF format as often as you want so users don't have to log in to the system to see the data.

The web forms used to create these things in eramba can be customised using the custom fields option available in every module.  You can add, hide, rename and move around fields on the form in almost any way you want.

 

A user-friendly interface lets you make as many changes as you need without needing to know how to code software.