Before you start
You need the Admin instance role. Download the scenarios and document templates you use from HERMES online.Step 1: Create the workflows
1
Open Admin → Workflows
Global workflows can be assigned to project templates. See Workflows.
2
Create an outcome workflow
Add statuses such as
Open (TODO), In progress (IN_PROGRESS), In review (IN_PROGRESS) and Approved (DONE).3
Create a milestone workflow
Add
Open (TODO), Submitted for decision (IN_PROGRESS), Released (DONE) and Rejected (DONE). Under Settings → Transitions, allow Released and Rejected only from Submitted for decision.Step 2: Create the task types
In Admin → Task Types, create these types. Task types must exist at the global level before you can add them to a template.Step 3: Create the HERMES field collection
1
Open Admin → Custom Fields → Collections
Click + New Collection and name it
HERMES. See Setting up a project.2
Add the fields
Step 4: Create the registers in Registry
1
Create a schema
Open Registry in the main navigation and click + New Schema, for example
Project governance. See Schema Designer.2
Add a Risk object type
Attributes such as title, description, probability (Select), impact (Select), status, owner (User), review date and mitigation.
3
Add a Decision object type
Attributes such as title, context, decision, rationale, decided by (User) and decided on (Date). This is your list of project decisions.
4
Set the permissions
Under Settings → Permissions of the schema, give the project management group Editor and the project committee Viewer.
Step 5: Create one project template per scenario
1
Open Admin → Project Templates
Click + New Template and name it after the scenario, for example
HERMES IT development.2
Assign workflows, task types and fields
Add both workflows, the four task types and the
HERMES field collection.3
Choose the views
For traditional projects: Timeline, Board, Work Items, Docs, Reports. For agile projects add Backlog and Sprints.
4
Publish
Enable Published and click Save.
Step 6: Automate the milestone approvals
Create an automation with the triggertask.status_changed, a condition on the status Submitted for decision, and an Approval node. Connect On approve and On reject to the actions that move the task on. See Milestones and decisions for the details.
Step 7: Create the document templates
Build one Collabase Docs template per HERMES document you use, starting with the minimum required documents. See Outcomes.Start a HERMES project
1
Create the project
In the Space, click + New Project and choose the template of your scenario.
2
Plan the phases
Create the Phase tasks with dates and the Outcome and Milestone tasks as subtasks.
3
Fill the roles
Add the role groups to the Space and make the project manager project Owner. See Roles.