Audience category: i-lign Customer Team
Audience category: Managers
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Import Resources: Overview

The i-lign tool has the ability to import existing resource information. This feature is particularly useful in situations where multiple users need to be created in i-lign, for instance at implementation time, or adding another team to the i-lign user base.

Reviewing deployment progress

You should regularly review your deployment to ensure it is delivering to the outcomes set at the outset of the process. Key things to focus on include:

Microsoft Project Import Procedure

Follow these steps to import a MS Project file into i-lign. (This option is only available in Microsoft Project 2002 or higher.)

Baseline, cluster and prioritise projects

You will baseline, cluster and prioritise your projects when you come to the Population Phase of the i-lign Implementation Plan. The Implementation Plan is provided with all new instances of i-lign.

Define deliverables, milestones and tasks

Deliverables, milestones and tasks are the most basic elements of all projects. If you're not managing these elements then you are not managing your projects.

i-Vision

i-Vision provides visualisation of key information in a way that is dramatically different to conventional reporting or standard view screens.

Portfolio PDF Reports

A Portfolio PDF Report collects information from a selected portfolio and its' sub-portfolios. Many sub-reports also collect information about the projects contained within these portfolios.

Can an i-lign schedule be exported to Microsoft Project ?

The export will output the i-lign schedule data (tasks, milestones, constraints, and resource allocations) in an .xml format that can be read by MS Project 2002 and above.

How do I access the Portfolio PDF Report and Portfolio Reviews?

The ability to generate a Portfolio PDF Report and create or view a Portfolio Review is not part of any i-lign Organisational Security Role by default and must be added for the functionality to become active.

Portfolio Reviews

A review of a portfolio allows Programme Managers to comment on the overall health of a programme of work, at the same time as Project Managers are providing a review of their individual projects.