Project Reviews

Cyclical project reviews allow organizations to monitor project progress, identify risks, improve processes, manage resources more effectively, enhance communication, and engage stakeholders.

Review structure in the organization

Project reviews are structured into groups for better organization and clarity. Nesting levels enable the precise separation of larger groups. Review groups can be expanded and collapsed, allowing users to display or hide specific reviews as needed.

Visualizing Project Review Performance

The review process also includes graphical reports that present key project metrics in an interactive, visual format. These dashboards provide a quick overview of project health, helping users analyze trends and make informed decisions.

Creating a Review Group

1. In the main menu, expand the PMO group and go to the Reviews module.
2. Click the arrow next to the New Review button and select New Group.
3. In the Add Group window:
   • Enter the name of the review group.
   • (Optional) Select a parent group to nest the new group within an existing one.
4. Click Save. The new review group will appear in the appropriate place within the Reviews tab.

Creating a Project Review

1. In the main menu, go to the PMO group and select the Reviews tab.
2. Click New Review.
   
3. In the Add Review window:
   • Enter a name for the review.
   • Select a review template.
   • Choose a date from the calendar.
   • (Optional) Assign the review to an existing review group and add a description.
4. Click Add. The new project review will be created, displaying its name and date at the top

Assigning Projects to a Review

1. In the main menu, go to the PMO group and select the Reviews tab.
2. Open an existing review by clicking on its name, or create a new one.
3. Ensure the review has an Open status, as projects can only be added to open reviews.
4. In the review page, click Add Project.
5. In the Add Projects for Review window:
   • Search for projects and check the boxes next to the ones you want to add.
6. Click Save. The selected projects will be added to the review.

Projects can only be added to open reviews. Once a review is archived, modifications, including adding projects, are no longer possible.
Additionally, each project can be assigned to multiple reviews.

Filling Out a Project Review

Each project review contains structured fields based on the review template used during its creation.

Refer to Creating review template  for more details.

1. Go to the Reviews tab either: Directly from a project, or Via a link in notification.
2. Select a review from the list of open reviews.
3. Click each field individually and enter the required data.
4. Changes are automatically saved as you fill out the review.

Reviews can only be edited when they have an Open status. Once a review is archived, editing is no longer possible.

Editing a Project Review details

1. Go to the PMO group and select the Reviews tab.
2. Open an existing review by clicking on its name.
3. Click the gear icon next to the review name and select Edit.
4. Modify the review information as needed.
5. Click Save to apply the changes.

Cloning a Project Review

1. Go to the PMO group and select the Reviews tab.
2. Open an existing review by clicking on its name.
3. Click the gear icon next to the review name and select Clone.
4. Edit the new review information as needed.
5. Click Save.

The cloned review will contain the same project list, review structure and summary layout as the original.

Exporting a Project Review

Exporting All Projects from a Review

1. Go to the PMO group and select the Reviews tab.
2. Open the review by clicking on its name.
3. Click the Export button.
4. A file containing data from all projects included in the review will be automatically downloaded as a PDF file.

The export includes data for all projects within the review. If you need to export data for a single project, follow the steps below.

Exporting Data for a Single Project in a Review

1. Open the project for which you want to export review data.
2. Go to the Reviews tab within the project.
3. Locate the review you need and open it.
4. Click the Export button.
5. A file containing data only for this specific project within the review will be downloaded as a PDF file.

New PDF preview behavior: when you click Export with the PDF format selected, the document opens in the browser’s built-in PDF preview in a new tab instead of being downloaded directly. From the preview you can save the file, print it, or close it — using the standard browser controls.

Archiving a Project Review

1. Go to the PMO group and select the Reviews tab.
2. Open the review by clicking on its name.
3. Click Archive.

The review status will change to Archived, and further modifications will be disabled.

Deleting a Project Review

1. Go to the PMO group and select the Reviews tab.
2. Open an existing review by clicking on its name.
3. Click the gear icon next to the review name and select Delete.
4. Confirm the deletion in the window that opens.

Warning: This action is irreversible.

Graphical Summary of Review

The Summary tab provides a visual representation of key project review metrics through interactive charts. It allows users to track performance, analyze trends, and customize the display of review data for better decision-making.

The Summary tab is fully customizable, enabling users to add, edit, duplicate, rearrange, and resize charts according to their needs.

Accessing the Summary Tab

1. In the main menu, go to the PMO group and select the Reviews tab.
2. Click the review you want to analyze.
3. Go to the Summary tab.

Adding a New Chart

1. In the Summary tab, click the Add Chart button.
2. A configuration window will open.
3. Define the following parameters:
   • Data Range – Select which review data should be visualized.
   • Chart Type – Choose from available formats (e.g., bar chart, pie chart, line graph).
   • Filters – Apply specific conditions to refine displayed data.
4. (Optional) Enter a chart name. If left blank, a default name based on the data range will be assigned.
5. Click Save. The new chart will appear in the Summary tab.

Editing an Existing Chart

1. Locate the chart in the Summary tab.
2. Click the three-dot menu (⋮) in the top-right corner of the chart.
3. Select Edit.
4. Modify the following settings as needed:
   • Data Range – Adjust which data is displayed.
   • Chart Type – Change the visualization format.
   • Filters – Refine data representation.
   • Name – Update the chart’s title.
5. Click Save to apply the changes.

Customizing the Summary Layout

Charts in the Summary tab are placed on a grid-based layout, allowing flexibility in arrangement and sizing.

Rearranging Charts

• Click and drag a chart to move it to a new position within the grid.
• Charts automatically adjust to avoid overlap.

Resizing Charts

• Hover over the bottom-right corner of a chart.
• Click and drag to resize the chart as needed.

Cloning a Chart

• Click the three-dot menu (⋮) in the top-right corner.
• Select Clone.
• The duplicate chart will appear next to the original.
• If the original chart contains no data, cloning will be disabled.