Default Portfolios section

1. Select the default portfolio for a newly created project and the default portfolio for a newly created activity :
   

List of Projects and Activities section

Project and activity References section

1. Assign References : activate this option if you need to manage references. Otherwise, the "Project/Activity Reference" field will no longer appear on the screens
   
2. Enter manually : activate this option if this reference is managed by a third party tool or a very specific nomenclature. You will have to enter it manually when creating/modifying each Project/Activity
   
3. Generate automatically : Activate this option if you want Abraxio to generate this Reference. This baseline will consist of a prefix of 0 to 5 characters, followed by a 6-digit number. You can define this prefix and the next number to be used
   

1. [Reference] Name: If the reference is important to display and is part of the common language in your organization, select this option. In various Abraxio screens, project and activity names are displayed as "[Reference] Name". For example: "[PRJ000001] Customer Extranet Redesign".
2. Name: otherwise, only the project name will be presented.

Abraxio manages the uniqueness of the external reference. You will be warned and blocked if you try to create a duplicate.
If you use automatic generation, Abraxio will automatically suggest the next available reference.

Gantt Planning Section

If you select 'Yes', all future schedules created will have constrained links enabled by default. This allows Project Managers to easily move a globally a Phase, Activity or Milestone by dragging the "linked from" objects with it.

If the Gantt chart was created before this configuration was implemented, the links between phases, activities and milestones can be constrained by the Project Manager on a case-by-case basis

Status report section

The status of a project or activity is described and communicated in a status report.
Abraxio offers a general status report axis called "Synthesis". It can be supplemented with detailed status report axis such as Budget, Quality, Deadline, Risk...

In this section you can define these detailed status report axis.

A status report axis consists of :

1. Label: the name of the status report axis (for example: Budget, Perimeter, Delay, Risk, etc.)
   
2. Default: if an axis is checked by default, it is automatically added when a project is created. The Project Manager can then add or remove axes as required to specialize his follow-up
   
3. Active: In status reports, Abraxio will only show active axes and a maximum of 5. This allows you to change your monitoring policy over time. For example, in 2023 you could manage your projects according to 5 axes and in 2024 you want to change them. By disabling the old axes instead of deleting them, you can keep the 2023 axes on archived, completed projects/activities and use the new (active) axes on new projects/activities.
   

You can therefore

1. Add a status report axis
   
2. Delete a status report axis: if this axis is used in several projects/activities, it will be deleted from all these projects/activities! If this is not your intention, deactivate the axis instead of deleting it.
   
3. Change order: the order set will be the order used in the flash reports.
   

Value analysis section

This section allows you to configure the analysis and evaluation axes for your projects. They are used to calculate the "Score" of the project in the qualification phase.
There are 2 types of axes available:

1. "Value": these axes allow you to describe the dimensions in which a project generates (business) value. For example: increased customer satisfaction, reduced costs, increased turnover, regulatory compliance, etc.
   
2. "Factor": these axes, described as positive or negative, make it possible to assess the conditions under which the project or a feature of the project is carried out, thus qualifying the value generated. For example, a project could generate very high value but be risky, long and complex. On the other hand, a project could generate satisfactory value but be very quick to implement. Here are some examples:
   

1. Positive factors: ROI, impact, trust
   
2. Negative factors: Effort, Risk, Budget, Complexity
   

1. A "Feasibility" factor qualified as positive and scored 5 is excellent feasibility
   
2. A "Feasibility" factor qualified as negative and valued at 5 is poor feasibility
   

You can work only with the Value or Factor axes, or you can combine the 2 types of axes.

1. Label: the name of the axis (for example: Business, Customer, Effort, etc.)
2. By default: if an axis is checked by default, it is automatically added when a project is created. The project manager can then add or remove axes to specialise his qualification according to his needs
   
3. Active: in dashboards, Abraxio only shows active axes. This allows the qualification policy to evolve over time.For example, you could manage your projects along 5 axes in 2021 and want to change them in 2022.By deactivating the old axes instead of deleting them, you can keep the 2021 axes on old, completed projects and use the new (active) ones on new projects
   
4. Type: Select the type of axis, Value or Factor
   
5. Impact: for Factor axes, this determines whether the impact is positive or negative
   

1. Add an analysis axis
   
2. Delete an analysis axis: if this axis is used in several projects, it will be deleted from all these projects! If this is not your intention, deactivate the axis instead of deleting it
   

You can start with a very simple configuration. For example:

1. A "Profit" value axis
   
2. A negative factor "Effort" axis
   

To implement the "RICE" method, configure your axes as follows

1. One "Impact" value axis
   
2. A positive "Reach" factor axis
   
3. A positive "Confidence" factor axis
   
4. A negative "Effort" factor axis