Introduction

a project is a temporary endeavor undertaken to create a unique product, service, or result. Now, depending on your structure, this may be a good place to define your commercial statement and work. And it all depends on if you are running the overall program, you might want to create your statement of work at the program level, or if you are an owner of a project within that program as a boutique vendor or an individual team within an organization, you may want to create your project charter or your statement or work within the project itself.

Key Relationship

Important Field Dependencies

Object	Usage Notes	Visibility	Filter & Search Criteria
Organization	Any changes in the Organization record will be updated in Deliverable	The users Invited in the Organization record will have the access to the particular Deliverable	Organization
Portfolio	Any changes in the Portfolio record will be updated in Deliverable	The users Invited in the Organization record and portfolio using the same hierarchy will have the access to the particular Deliverable	Portfolio
Program	Any changes in the Program record will be updated in Deliverable	The users Invited in the Organization record and portfolio using the same hierarchy and also Invited in Program record associated to the Program will have the access to the particular Deliverable	Program

Available Actions

Add Template

We have that add template functionality. If you went through and did the program lesson, this is very similar where we can add the project charter which we have hidden here but would be the project charter if I wanted to go and change this or create a new project charter. I could either edit and put one in and just type it in by hand, or I could go here and click on the variety of templates that are available to me to use one of those to accelerate the project charter development.

Add Project Phase

Add Deliverable

Add Methodology Activity

RACI Chart

Take Action

Generate pdf

If you want to go and create a PDF, you can go and create a PDF of that project as well.

Project Dashboard

Organization Portfolios (Tabular Report)

Total Deliverable

Deliverable Complete

Total Planned Hours

Actual Hours to Date

Project Resources

Total Work Package

Work Package Complete

Change Request Exposure

Changes Approved

Work Package By status

Change Request Status

Action Item count

Issue Log Count

Approval Decision Chart

Work Package Completion

Project Risk Profile

💼 Business Usage

PMO Application

Projects are the primary execution unit within AMIGO, representing temporary endeavors to deliver specific outcomes. They contain deliverables, work packages, and all governance artifacts required for successful delivery.

Common Use Cases

Use Case	Description
System Implementation	Deploy new software or platforms
Process Improvement	Optimize business operations
Product Development	Create new products or services
Infrastructure	Build or upgrade technical infrastructure
Compliance	Meet regulatory requirements

Project Artifacts

• Project Charter: Formal authorization and scope
• Deliverables: Major outputs and milestones
• Work Packages: Detailed work breakdown
• RACI Chart: Role assignments
• Risk/Issue Logs: Governance items

Project Lifecycle

1. Initiation - Charter approval and kickoff
2. Planning - Scope, schedule, and resource planning
3. Execution - Work package delivery
4. Monitoring - Progress tracking and governance
5. Closure - Handover and lessons learned

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Historical Comments

the historical comments, which is that ledger of all the different changes we're making to the project record of the project information from a business perspective. And every time we go and make a change, we're going to update that historical comment and provide that business perspective of why we made that change. Because it's always good to document this type of information because you never know what comments that you make today may be important months or years from now.

References - Scope Management, Organization