Help Manual

Contents






Sigma Magic Help Version 17

Project Charter

Overview

Project Charter tool can be used to document a Project Charter. It has six main elements - Business Case, Problem Statement, Goal Statement, Scope, Team Members, and Timeline.

This tool can be added to your active workbook by clicking on Project and then selecting Project Charter.

Inputs

Click on Analysis Setup to open the menu options for this tool.

Setup

A sample screenshot of the setup menu is shown below.
Input Dialog Box
1
Analysis Type: Select the type of project charter template you would like to use. This option is enabled only if multiple project charter templates have been installed in your system.
2
Num Rowse: Specify the number of rows within your charter template. This option is enabled only if your template has a variable number of rows.
3
View Example: Click on this button to open the example file. You can view the example to get an idea of how to fill out this tool, or you can use the example as a starting point and modify it to meet your project needs.
4
Help Button: Click on this button to open the help file for this topic.
5
Cancel Button: Click on this button to cancel all changes to the settings and exit this dialog box.
6
OK Button: Click on this button to save all changes and compute the outputs for this analysis.

Checklist

You will see the following dialog box if you click the Checklist button. Checklist The checklist contains a few pointers on things you must pay particular attention to while performing this analysis. The checklist has been derived from experience working on past projects. Not all the checklist items need to apply to you. However, you should carefully review the checklist and apply any recommendations that make sense for your project. Make sure to read each checklist item and mark it as completed after you have read and taken actions as appropriate for your project.
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Item: The items on the checklist are listed on the left
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Status: The status of whether the checklist has been answered is listed on the right.
Ideally, all items on the checklist should be marked as reviewed/completed.

Worksheet

Enter the following details in the worksheet:
  • Enter a brief one-line title for the project.
  • Describe the business case. The business case highlights why management should support this project.
  • Describe the problem/opportunity statement. This statement gives a brief background of the problem and quantifies the pain area - where the problem occurs, when, how much, etc.
  • Describe the goal statement. This statement gives the objective or target of this project. Ensure the target is SMART - Specific, Measurable, Actionable, Realistic, and Time-Bound.
  • Describe the project scope. Specifically, what is included and what is not for this project.
  • Describe the team members. Identify all the stakeholders who have a role to play in this project.
  • Describe the project timeline. For each phase of the project, identify when this project will be completed.
  • Finally, get this project reviewed and approved by your sponsor or a key stakeholder.

Verify

If you click the Verify button, the software will perform some checks on the data you entered. A sample screenshot of the dialog box is shown in the figure below. Verify The software checks if you have correctly specified the input options and entered the required data on the worksheet. The results of the analysis checks are listed on the right. If the checks are passed, they are shown as green-colored checkmarks. If the verification checks fail, they are shown as a red-colored cross. The verification checks are shown in the orange exclamation mark if the verification checks result in a warning. Finally, any checks required to be performed by the user are shown as blue info icons.
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Item: The left-hand side shows the major tabs and the items checked within each section
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Status: The right-hand side shows the status of the checks.
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Overall Status: The overall status of all the checks for the given analysis is shown here. The overall status check shows a green thumps-up sign if everything is okay and a red thumps-down sign if any checks have not passed. Note that you cannot proceed with generating analysis results for some analyses if the overall status is not okay.

Outputs

Click on Compute Outputs to generate the outputs and update the worksheet. A sample screenshot of the worksheet is shown below. Project Charter Example A sample screenshot of the message showing the completion of the analysis is shown below. Project Outputs If you answer all the questions in the dialog box when you click on Analysis Setup, the results are displayed in the Conclusion box. If everything is okay, then it reports the Project Charter is OK. Otherwise, it reports that the Project Charter has issues that must be addressed.

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