

In order to start a new project, you can click on the button "Create".

You can then fill the bellow table with 2 main information: "Epic Name" and "Summary". The Summary is the field that will be display in the tool. 
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Field that are generic are shown above and describe below.
Assignee: Point of contact responsible within the DAAI platform (SDM during envision end Strategize phase. Project Manager from Plan Value to the final delivery).
Reporter: SDM responsible for the project
Labels: Used to create the structure automatically by adding manually the "project" label
Link to Initiative Brief: Paste the Initiative brief link url here
Start date: Date when the initiative has been communicated to the SDM (visible in the Roadmap)
Due date: Planned end date of the project (visible in the Roadmap)
Priority: Self explained
Epic Name: Self explained
This tab of the Epic contains the description of the initiative
This tab contains the below list of information
Product Manager:
Link to product confluence page: contains the link to the documentation
Functions: You can select all functions that are include/impacted
Domain Journey/Platform: Select the leading domain or platform
List of GBUs: Select all GBU's that areinclude/impacted
Strategic objectives: Select one of objectif
This tab contains the below list of information
ID project: Accolade number (if Small Enhancement NA is applicable)
Link to project board: If a dedicated board is created to visualize the delivery
Link to project Jira: If a Jira project dedicated to the project exist and is used to follow the content delivery
Link to project google drive:
Link to One page summary:
Envision Portfolio board : Date the planned presentation for the Envision phase
Strategize Portfolio board : Date the planned presentation for the Strategize phase
Estimated delivery Start date: When we plan to start the delivery
Estimated delivery End date: When we plan to finish the delivery
In order to show the status of the project and ensure it is following the proper workflow you need to click on the Backlog button and select the right status. ![]()
A specific workflow is define in order to follow all phases. You need to go through all phases one by one. There are no short path possible but to close the initiative with the status "Done". ![]()