Project Management

Manage proactive and reactive improvements to your GRC program - long

  • Episodes12
  • Duration19m 59s
  • LanguagesEN
Episode 1

Introduction to the Project Module

Quick introduction to the module key capabilities

The Project Management module helps you create Projects and their associated Tasks and Expenses in order to track down proactive and reactive corrections to your GRC program. They are linked to Controls, Risks, Compliance Requirements, etc., so 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” and “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 (or fails to match) your conditions, 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 any “Expired” task status.

 


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,” which is typically the person or group that is in charge of the Project or Task. If you do not like this title, you can customize them to whatever name you prefer. Customizations 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 will use extensive configurable notifications (that can trigger emails or REST APIs) 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.
 


Like any other module in eramba, powerful filters will allow you to query the system in literally thousands of different ways (e.g., give me all expired Projects used in PCI-DSS, give me all Projects with expired Tasks, give me all the tasks expiring next week, etc.).
 

 

Filters can be saved and emailed to you automatically at regular intervals in PDF or CSV format, so you do not have to log in to eramba to know what work is ahead of you.

Reports also are available as charts. These are shipped with standard reports and let you know visually what is going on. You can create your own reports with a report builder based on widgets that you drag and drop into a template. You can use text, tables, filters, and charts that we ship with.

 


 

 

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

Eramba uses web forms to create things, and these forms have been presented to you. The good news is that eramba ships with custom fields on every module, so you can add, hide, rename, and move around fields on the form in almost any way you want.

 

 


A user-friendly interface lets you do all of the work without needing to know how to code software.