Creating and administering Project Frameworks

About Frameworks

We have already pre-configured a number of Project based initiatives that you will need to get your management system and compliance work done well. They follow a standard method we’ve developed and, in some cases have been delivered with documentation content ready for you to adopt, adapt, or add to.

Projects is also a much powerful feature for a range of other use cases so not only can you create your own Projects quickly, you can also develop Frameworks.

Frameworks are great if the Projects are likely to be repeatable and you need consistency, or the work is being done by less experienced staff.  Frameworks can be massive (one customer has over 200 activities in a Framework that has to be followed consistently by staff in that business area) or very simple with just a few activities to show as a checklist compliance with evidence associated to it.  Examples include impact assessments, supplier onboarding or employee induction, exit etc.  We’ve included a few frameworks ‘out-of-the-box’ for you, (subject to your subscription), and it’s very simple to create your own too or adapt ours for your unique circumstances.

Creating a Framework from an existing Project

You must be an administrator of the Project to access the Project settings area.

  1. Go to the Project you want to create the Framework from (if you dont already have a project then create that foundation first)
  2. Select Project settings (top right) and scroll down until you see the Framework section.
  3. Click ‘Convert to Framework,’ give the Framework a description, then complete the action
  4. The Framework is then easily accessed for you and organisation colleagues from your Frameworks area

Updating an existing project framework

Having already got a Framework, you might want to occasionally amend the structure to reflect your business practice evolution.  It’s easy:

  1. You must be an administrator of the original Project Framework
  2. Go to Projects then ‘create new’ and you’ll see all the Frameworks
  3. Hover your mouse over the framework you want to edit and note the Project URL ID Number (see image on the right)
  4. Make a note of the ID Number
  5. Then navigate to any existing Project you have access to
  6. Edit the URL in the browser address bar and replace the Project ID Number you see after /projects/ with the Framework ID number
  7. Click to enter and the master Framework will now appear (assuming you have admin rights for it)
  8. Edit and amend the structure of your Framework in the normal way to edit a Project
  9. Once your changes are made, all new Projects created from that Framework will reflect the new structure (existing Projects from that Framework are not affected).
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