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Learning path: Set up LYNX-X for your organisation

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Summary: Make the choices your space needs, and set them up, so the first project starts on your organisation's working time, skills and people. 5 articles to start with, about 14 minutes of reading, for space admins.

In LYNX-X, this is a Start path for space admins (new to LYNX-X). Get going: 5 steps, about 14 minutes of reading, for your first session. Go further when you need it.

 

You will be able to

  • Set up your organisation's working time in a calendar
  • Explain how skills, resources and teams relate
  • Create the skills your projects plan with, and give people their skills
  • Invite your colleagues, each with the role they need

When you finish: a space with its working time, skills, people, users and a first template, set up the way your organisation works.

 

The journey

3 parts, in order. Get going covers the first session; Go further waits until your work asks for it.

  1. Working time (step 1, about 3 minutes): the working hours and days every date is calculated on.
  2. Skills and people (steps 2 to 4, about 8 minutes): the skills your projects plan with and the people who have them.
  3. Users and templates (step 5, about 3 minutes): bring your colleagues in and give project managers a starting point.

 

Is this path for you?

Yes, if this sounds like you: “I am responsible for our LYNX-X space and need it ready, with the right choices made, before the first project starts.”

Not quite? LYNX-X: start here sets out every path, and every topic if you would rather go straight to one.

 

Before you start

  • You are the person who sets up your organisation's LYNX-X space.
  • You know your organisation's working hours, the skills your projects need and who has them.

 

Get going

Working time

Step 1 · Setting up a calendar, about 3 minutes of reading

What to expect: You create a calendar with your organisation's working hours and non-working days, for projects, resources and skills to be scheduled against.

Tip
Try it in your space: Create the calendar your organisation works to, with its working hours and non-working days.

Note
Check yourself before you go on:

  • The month grid shows the result of the rules: the hours available on each working day, and 0:00 in red on days the rules exclude.

Skills and people

Step 2 · Understanding the skill, resource and team model, about 2 minutes of reading

What to expect: You learn how skills and resources relate, many to many, and how properties narrow a skill down to the competency a task needs.

Step 3 · Configuring skills and resources, about 2 minutes of reading

What to expect: You find the skills and resources already in your space, and add, edit or remove a skill on a resource.

Step 4 · Adding a skill and a resource, about 4 minutes of reading

What to expect: You create a skill and a resource, give the resource the skill, and see LYNX-X propose that resource when a task asks for the skill.

Tip
Try it in your space: Create three of your real skills, and give each one to the people who have it.

Note
Check yourself before you go on:

  • You can explain how skills and resources relate, many to many, and how properties narrow a skill down to the competency a task needs.
  • The skill or resource reflects the change: a resource's skill list gains the skill, and the skill's resource list shows the resource.
  • In the Skills list, the skill shows the resource in its Resources column.

Users and templates

Step 5 · Inviting a new user, about 3 minutes of reading

What to expect: You invite a colleague through the User/Logins table and give them a space-wide role, or add them now and give the role later.

Tip
Try it in your space: Invite one colleague with the role they need.

Note
Check yourself before you go on:

  • The person is listed straight away, under their e-mail address only.

 

Go further

Step 6 · What 100 % means: choosing how to model availability, about 8 minutes of reading

What to expect: You compare the three settings that can each stand for 100 % and choose the way of modelling availability that fits how your teams plan.

Step 7 · Creating a project template, about 4 minutes of reading

What to expect: You turn a project plan into a template that new projects can start from.

 

Where next

Follow Learning path: Plan and release your first project: take a project in LYNX-X from an empty plan to a released one, with its work in order and the right people on it.

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