Putting the Pieces Together: ProForma for Project Management

by Jenny Choban on January 14, 2018

ProForma Custom Forms & Fields for Jira

There are a lot of pieces that have to work together for successful progress management. There are dependency chains, due dates, budgets and deliverables. Tools from Post-its to Gantt charts to spreadsheets get used to try to help Project Managers keep track of it all.

Executing tasks and progressing towards milestones is at the very heart of project management. Jira’s workflow engine makes it a perfect tool for this, but there’s another side of project management that can’t be overlooked.

 

The Other Part of Project Management

As if making sure that everything gets done isn’t a big enough job, project managers also have to make sure that everything gets documented. Jira is great for this too. Real-time status and end-to-end traceability means you can always check in on a given task or look back to see who did what, when. Beyond tasks, due dates and assignees, project managers also need to keep track of information that may not be associated with a particular task or milestone – things like the business case, the analysis of project stakeholders and the Project Initiation Document that got the ball rolling in the first place.

Wouldn’t it be nice if you could keep track that kind of data in the same system you’re using to track your tasks and milestones? You can, in detail, and without creating custom fields, configuration and screens.

ProForma Project Management Form Templates for Jira

A simple solution to capturing information you need is to use a form. Forms are one of the most enduring business tools because they make it easy to ensure you get the specific information you need. Forms attached to Jira issues means that that information can be backed by a workflow and tracked in the same system you’re using to track other project elements.

ThinkTilt has created ProForma forms and templates for Jira for exactly this purpose. Need to collect and record detailed specifications for a specific phase of a project? With ProForma, project teams can create, deploy and manage forms in Jira, without relying on IT to implement a long list of customizations. Forms in Jira enable teams to:

• Collect information in a familiar format that everyone understands

• Receive structured data, specific to what they need to know

• Format and validate fields to conform with their business rules or project limitations

• Easily aggregate and report on data

Project teams can get started using ProForma quickly and easily using our template library. The library includes forms templates for typical project management documents such as:

  • Project initiation
  • Project business case
  • Change control
  • Risk analysis
  • Stakeholder analysis

We’ve also incorporated a few templates from the Atlassian Team Playbook, including the Project Poster and the Health Monitor for Project Teams.

Any ProForma form can be easily customized to meet the needs of a specific team or a specific project. The form builder is simple and intuitive so teams can easily create their own forms. ProForma can be used with Jira Software, Jira Core or Jira Service Desk. If you are using Jira Service Desk, you can deploy your forms on the customer portal where stakeholders can easily access them and fill in the desired information. Information collection and documentation can become an easy, integral part of the process, not cumbersome extra tasks.