1.Selecting or Creating a Workspace:

1. Log into Lynx PMIS.

2. Click the Workspace menu on the left sidebar and select Select Workspace.

3. Choose your target active workspace from the list.

4. (Admins only) To create a new workspace: Go to Workspace → Create Project & Team, define the workspace name, and assign initial workspace managers.

[IMAGE PLACEHOLDER: Workspace selection interface and Create Workspace modal dialog]

2.Creating a New Project:

1. Navigate to Projects → Create Project.

2. Fill in the essential project parameters:

   • Project Name & Code: Unique title and identifier (e.g., PRJ-2026-001).

   • Project Owner / PM: Assign the primary responsible project manager.

   • Planned Schedule: Select the baseline Start Date and Target End Date.

   • Project Description & Scope: Outline key deliverables and goals.

3. 
   

4. Click Save & Initialize Project.

[IMAGE PLACEHOLDER: Create Project entry form showing schedule date pickers and details]

3.Building the Work Breakdown Structure (Tasks):

1. Open your project and navigate to the Tasks tab (or go to Tasks → Create Task).

2. Click + Add Task to define Level-1 WBS items.

3. Input task details:

   • Task Name: Clear, actionable deliverable description.

   • Assignee: Select team member responsible.

   • Dates: Start and Due Date.

   • Weightage (%): Assign the task's weight relative to the overall project (must total 100% across project tasks).

   • Priority: Low, Medium, High, or Critical.

4. 
   

5. Click Save Task.

[IMAGE PLACEHOLDER: Create Task panel with Assignee selection, Dates, and Weightage percentage entry]

4.Creating Subtasks (Level-2 WBS):

For granular tracking, break parent tasks into subtasks:

1. Open the parent task from your task list.

2. Go to Workspace → Select Workspace → Task & Subtask (or click + Add Subtask within the task detail drawer).

3. Enter subtask name, assign team member, define due date, and allocate a sub-weightage (% of parent task).

4. Click Create Subtask.

[IMAGE PLACEHOLDER: Task detail drawer showing parent task with nested subtasks list]

5.Updating Progress & Completing Work:

1. Assigned team members can open their assigned tasks/subtasks from the Dashboard or Workspace.

2. Update the Status (Not Started, In Progress, Pending Review, Completed).

3. Enter the % Complete (e.g., 50%).

4. Add progress notes or attach site photos/files if required.

5. Click Update. The updated completion percentage will automatically recalculate project progress on the S-Curve Chart.

[IMAGE PLACEHOLDER: Progress update dialog box with completion percentage slider and status picker]

💡 Best Practices for WBS & Weightage

💡 The 100% Rule: Ensure that the sum of all task weightages equals 100% of the project total, and subtask weightages equal 100% of their parent task. This guarantees accurate S-Curve progress reporting.

💡 Keep Subtasks Measurable: Subtasks should represent short, concrete actions (e.g., 1 to 5 days effort). Avoid creating overly deep subtask trees beyond Level-2 to keep workflow tracking clean and intuitive.

❓ Frequently Asked Questions (FAQ)

Q1: Can I move a task from one project to another?

A: Yes. System Admins and Project Managers can edit the task options and re-assign the target project from the Task Settings menu.

Q2: How does completing a subtask affect the parent task?

A: Lynx PMIS automatically aggregates subtask completion percentages based on their assigned sub-weightages to update the parent task's overall progress automatically.

📞 Support & Resources

Need help structuring your project baseline or WBS?

• 📧 Email: lynxpmis.support@gmail.com

• 📞 Help Desk: 019-3304704