Take a quick look at the main LYNX screens and views through this helicopter view. For an extensive explanation about Lynx, you can read our article: Get Started with LYNX for CCPM in 30 Minutes
The first page that opens when you start Lynx is My Activities. The My activities task list is role based and shows the relevant tasks for a user given his role of for example as a Task Manager or Resource. By default it focuses on the tasks that are started and are ready to start (RTS), which determine the progress of the corresponding projects, see figure:
The Project Portfolio shows all projects that are available for you as a user. Within this view, you can filter on Templates, All Projects, Not Started Projects and (standard) Released Projects. Besides, you are able to Search for specific projects, Add a project, Delete a project. Or have a look at the Progress Chart, Notes, Resource Load, Tameflow, the Debuffered View or the Scenario Wizard.
The Active Task list show all tasks from all projects within this space. The Active Task screen is not role based and shows all tasks across all roles. The task manager has the possibility to filter and select the tasks or projects of his interest. A benefit for the task manager is for example that he is able to see all tasks for the project, including tasks owned by other tasks manager. He can review his tasks list in the context of all other tasks in the project.
Lynx supports the export of data in multiple ways within the application. As a standard method, we have developed reports that are available within the Reporting-tab. Opening the reporting tab and pressing the '+'-sign in front of Lynx will show you multiple preprogrammed reports that are available for all of our customers, see figure:
For more information about reporting, see article: Dashboard: Reporting (HTML)
Get Started on Your First Project
Add your First Project
To get started on your first project select Project Portfolio and select add.
Step 1: In the General tab enter the unique Project ID and the Name (Description) of the new project;
Step 2: In the Project Dates tab, add the initial desired or requested end-date of the project;
Step 3: In the Scheduling tab, make sure the CCPM Engine is selected. Select your preference, for CCPM Just in Time (JIT) is considered as best practice.
After double clicking on the listed project in the portfolio window you will now be in the project window. A new tab will open at the top bar with the name of your project.
Add Skills and Resources
Upon starting your first project, the next step is adding the required skills and resources in order for the tasks to be performed. One way to get started is by adding skills via drag & drop.
Add skills via drag and drop
Select the skills/resources window on the right side of your screen and drag and drop the desired skills to the selected task(s).
Another option is to Drag & Drop the skill into the Resource Requirements of the Task Properties (at the bottom).
Tips and Tricks
Some easy tips and tricks to help you get started:
- Filter or hide columns by right clicking on the column header.
- You can copy a selection of tasks in the task column by using CTRL+C and CTRL+V.
- You can zoom into the Gantt chart by clicking on it and using your scroll button.
- The viewing tab gives you an overview of different viewing options to gain different insights.
- Use the filter to search for specific Resources, Skills, Task Names or Task Managers.
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