Help Manual

Contents






Sigma Magic Help Version 15

Header

Overview

The header menu provides a brief description of the project you are working on. It can provide a quick overview of the project file such as the name of the project, team members, start and end date and any notes you may have saved for the project.

The Header dialog box can be opened by clicking on the Header button in the Project section of the menu bar on the main screen. main menu

Setup Tab

A sample screenshot of the header dialog box if you click on the Setup tab is shown below. about
Specify the following details regarding your project:
1
Project Title: Provide a short one-line description of the project. By reviewing the title the user should get an idea of what the project is all about.
2
Team Members: You can specify the names of key team members and possibly their contact details so if the user has any questions about the project, they can reach out to the right people.
3a
Methodology: Specify the methodology you plan to use to address this project. The project methodology will influence the checklist questions on the next tab.
3b
Status: Specify the current status of the project. The available options are:
OptionDescription
Not-StartedUse this option if the project is yet to be kicked-off.
StartedUse this option if the team has actively started to work on this project.
In-ProcessUse this option if the team has made progress on the project but the project is not yet completed.
On HoldUse this option if the project is currently on-hold. No one is working on the project but it is expected that the project may be resumed at a later point in time.
CanceledUse this option if this project has been cancled without completing it and this project is not planned to be resurrected in the future.
CompletedUse this option if this project has been successfully completed.
4
Project Dates: Specify the starting date and ending date for the project. If the project has not ended yet, you can provide potential expected completion date here or leave blank. If the project has been put on hold or canceled, you can enter the date it was canceled in the end-date.
5
Comments: You can add any comments to this project that you want to capture such as project updates, business case, expected benefits, risks, current action items etc.
6
Setup Tab: You can switch between the setup tab and the checklist. The setup tab is being described in this section.
7
Checklist Tab: You can view the checklist for the methodology you have selected. The checklist will help guide you on what actions have been completed and what are still pending. It has been included to provide a high-level guidance to the user of the project.
8
Help Button: Click on the Help button to view the help for this topic.
9
Close Button: Click on this button to exit the dialog box without saving any changes.
10
OK Button: Click on this button to save any changes you have made to the dialog box and close this dialog box. Note that all changes are saved in the Summary Sheet. If you delete the Summary Sheet then any changes you have made here will also be deleted.

Checklist Tab

A sample screenshot of the header dialog box if you click on the Checklist tab is shown below. about
Specify the following details regarding your project:
1
Phase: Based on the methodology you pick the appropriate project phases are described.
2
Checklist: The checklist questions are provided as a guide to the project team to ensure that all the key steps are completed. Make sure to review the checklist question and apply them to your project as appropriate. Mark the checklist item as completed once you have completed the recommended action.

FAQ

This section contains some frequently asked questions. If you have other questions about this module, please contact technical support.

How do I add additional methodologies to this checklist?

You may contact the helpdesk to add other methodologies and checklist to this tool. Currently, this feature is not user customizable.