Creating a New Feasibility Project

Click the Create Project from Template icon  in the upper right-hand corner of the Project List page to create a new project based on a template. To streamline the estimation process, most estimates are based upon preconfigured templates, usually differentiated by trend group or development approach, set up by the Back Office administrator – an experienced SLIM-Suite user. Estimates can also be created using an existing project to supply basic settings. See Create New from Existing Project for more information. For example, you may want to estimate a follow-on release of a recently completed delivery.  New projects “inherit” settings from their configuration source, minimizing manual data entry.

This feature is only visible to users with sufficient permissions (Manage Projects) in their default user role.

The Create New Project dialog appears.

Let’s name our new estimate. Enter “Medical Records System” for the Project Name.

The Project Type pull-down menu allows Phillip to create projects at any stage of the lifecycle:  Estimation or Closeout. 

Feasibility projects are simply early Estimation projects designed to evaluate bids or proposals and identify unrealistic expectations.  The Feasibility solution method computes the Productivity Index, or development efficiency, required to meet the desired schedule and cost/effort/staff goals. 

Select Feasibility for Project Type.  For more information on SLIM-Collaborate solution methods, see Selecting a Solution Method.

Expand the list of available templates.  The project work will be managed using Agile methods, so Phillip will base this estimate on the Agile Story Point Template.  

When you select Agile Story Point Template from the Select Source drop-down list, the label fields below display key settings supplied by this template.  There is a general description, along with high-level information about the project type, included phases, project access settings, and sizing unit. 

An important configuration setting is the Trend, or Trend Group. Estimation Trend Groups provide statistics on historical projects, either from QSM’s large industry database or an organization’s completed projects. They are grouped by project or application type. Your Back Office administrator designates the default trend group (and trend version) used by various templates. In most cases, if you selected a relevant template or existing project when creating the project, you will not need to change this setting. Phillip will accept the default trend QSM Business AGILE for this estimate.

Click OK to create the new project.