Project charter

FlexiProject will let you mirror the Project Charters you are currently using. You can build your form of Idea Card, Project Charter or Project Closure Form.

Whether you are working on a marketing project, investment project, or any other project, you can design the Project Charter so that its form and content meet the requirements of a particular project.

When creating a project charter form, you can choose which fields you want to include and how they should be organized and named in the document. You can use fields that will automatically populate with data from the project.

Additionally, you can design the Project Charter in such a way that you can attach any relevant project attachments, such as financial analysis.

When you integrate the data in the Project Charter with the rest of the application’s modules, any changes related to the project date, milestones, project roles, deliverables, or budget will be automatically updated in the Project Charter.

This means your Project Charter will always stay up-to-date without manual effort.

FlexiProject enables you to create approval paths that precisely mirror the decision-making process in your organization. These approval paths can be used to approve documents such as Idea Cards, Project Charters, or Project Closure Forms.

You will have complete visibility over who approved the charter and when.

The Project Closure Sheet is a tool that helps you create a comprehensive project summary. It includes built-in charts that show changes made throughout the project, making it easy to see how much you have deviated from the original assumptions.

In addition, it includes a section called “Lessons Learned,” where you can describe the conclusions from the project. These insights will help you run future projects more effectively.

After the approval process of each Project Charter is completed, it is archived for future reference. Revisiting previous versions of Project Charters is easy, and it allows you to check the initial assumptions made for the project.

Analyzing past Project Charters can provide valuable insights that can help plan future projects more effectively.