You can choose to launch a project review utilizing our review module. To do so, you can either create a review template that is used specifically for project reviews, or you can launch a cycle from an existing cycle and then specify the project manager when drafting the review cycle. When you specify a project manager within the cycle or template, this manager will replace all primary managers of all participants included in the cycle.
How to launch a project review
- To do so on a template level, navigate to 'Reviews' > 'Templates' > 'Scope' > under 'Manager selection' select 'Manually selected project manager' and assign a user to be a Project manager.
- To do so when launching a cycle for using a template, go to 'Reviews' > 'Cycles' > 'Actions' > 'Launch new cycle' > select which template you want to use and click 'Launch new cycle'. Then, in the 'Scope' tab under 'Manager selection', select 'Manually selected project manager' and assign a user to be a Project manager.