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kb:ppm:checklist

60 Project Checklist

  1. Assign new project number and/or new work package number
    1. format for project number: YYii
    2. format for work package number: YYiijj
    3. for reference on numbering check: 01 Schema and 02 Number Ranges
    4. origin (masterlist) for project numbering is Zenkit
  2. Record details of new customer
    1. Email Address
    2. enter project number in MonKey Office
    3. enter project in Dokuwiki
    4. create file structure in NAS
    5. create address book entry (NAS?)
    6. enter requirements and calculation in Projects/_template/10_Organisation
  3. MonKey Office
    1. enter basic data
    2. enter offer
    3. enter offer based on calculations
    4. assign project number
  4. Toggl
    1. after order, enter in Toggl
    2. Customer
    3. Project name
      1. end customer and project name
      2. only project name, if client is same as end customer
    4. project number
    5. create subcategories in project
      1. Orga
      2. subpackages offer or order positions
  5. NAS
    1. create folders (hampel_projects/customerName/projectNumber/projectName) using a template (hampel_projects/_template) as a base folders structure
    2. for a project with multiple milestones, when it is reasonable to keep all the files within a single folder, instead YYii01 First Milestone Name and YYii02 Second Milestone Name more generic approach can be used with YYii00 Project Name folder name
  6. Dokuwiki
    1. create project description in detail
    2. more info
    3. hardware, software config
    4. release page
  7. GitLab
    1. create group for customer (group is end customer, name is individual and based on software)
    2. create repo (name is individual, usually the project name)
      1. remember to initialize git flow after cloning repo to a local drive
      2. fill the repo with the latest base content (take it from HSE Application Template, assuming that the project's goal is to develop the application)
  8. Software Project Structure
    1. as mentioned earlier, use HSE Application Template as the latest base content for the software project structure
  9. Project Management Tool
    1. Zenkit for overall planning
    2. Excel spreadsheet for detailed planning
kb/ppm/checklist.txt · Last modified: 2025/11/05 11:46 by joerg.hampel