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Found 2 results

  1. Hi All, Need some guidance setting up some projects templates for our PMs. In a nutshell, I need to create predefined templates that will populate a projects with all the required tasks and milestones. I've setup templates before, however i'm running into a few issues with this one in particular. For reference, the structure of the project goes something like: PROJECT X 1. Project Brief - Create Brief (TASK) - Review Brief (TASK) - Brief Agency (TASK) - Brief Internally (TASK) - Share Brief (TASK) 2. Create Concepts - Receive Concepts (TASK) - Review/Approve Concepts (VERSIONS/REVIEW/APPROVAL) - Share feedback with Agency (TASK) - Approve (REVIEW/APPROVAL) 3. Production Process - Review TV/Video Concepts (VERSIONS/REVIEW/APPROVAL) - Share with Management for Approval (REVIEW/APPROVAL) - Send RFP to (min) 3 Production Houses (TASK) - Receive Proposals (TASK) - Review Proposed Treatments (REVIEW/APPROVAL) - Review Quotations (TASK) - Select Production House (TASK) - Obtain management Approval (REVIEW/APPROVAL) - Raise PR/PO (TASK) - Proceed to Production 4. Production - Use existing template 5. Delivery - Approve Plan & PRF (REVIEW/APPROVAL) - Versions approval (REVIEW/APPROVAL) - Adaptations (Social, Print etc) (REVIEW/APPROVAL) - Final Approval (REVIEW/APPROVAL) - Delivery 6. Reporting - Use existing template OK, a bit convoluted I know - but that's our process. I realise a lot of these are not tasks, merely approvals, or could be Milestones, which is fine. The main issue I have is crafting a template that includes these Milestone - which I haven't figured out how to do. When I add a list of task templates to a project, I can't manually insert Milestones - I can create them separately, but can't re-order the task list according to the hierarchy I want. Also, generally, I'm not able to re-arrange tasks in the list - I try dragging tasks up and down but nothing happens. Any help guys? Thanks Tony
  2. Tony

    PM Help

    Hi all, I've been working recently to introduce some of our project managers to FTrack as we begin to roll-out internally, and I've some questions/feedback around how PM's go about using FTrack. Firstly, there seems to be some confusion as to precisely how PMs should approach FTrack - mostly due to the connection between creating projects and tasks, and the Planning module of FTrack. The main observation is that PM's are predominately the people that setup projects and tasks, and assign users, however the feedback I'm getting is there seems to be a bit of a disconnect, or perhaps a misunderstanding, of how best to use the Planning module. Let me elaborate; - A PM will create a project and related tasks. Artists can pick up those tasks or they can be assigned by the PM; all this done within the projects>tasks module. - PM's often just want to create schedules, tasks, and assign users together; so they use the Planning module. However tasks aren't created in the Planning module, and whatever scheduling they (PMs) do there doesn't seem to be reflected in the actual Project. - Ideally, PMs want to setup a new project, then simply use the Planning module to setup tasks, milestones, delivers etc, and assign resources accordingly - but this isn't how FTrack appears to work. So, can you advise on a detailed walkthrough of how PMs approach using the Planning module of Ftrack, and how that relates to Projects and tasks that are created independently of the Planning module. Thanks Tony