How to Create and Edit a Project in the Lynx PMIS Workspace

The Workspace is the strategic management area of Lynx PMIS. It allows project managers or administrators to create, review, and maintain projects from a central location.

Part 1: Create a New Project

Step 1: Open the Workspace

1. Launch Lynx PMIS.

2. Log in using your registered account.

3. From the main navigation menu, select Workspace.

4. The Workspace page will be displayed.

Step 2: Locate the Project Section

On the Workspace page, locate the Projects section.

This section provides an overview of the projects available to you and allows you to create a new project.

Step 3: Click "Create Project"

Click the Create Project button.

A project creation form will appear.

Step 4: Enter Project Information

Enter the required project details, such as:

• Project Name – Enter a clear and meaningful project name.

• Project Description – Provide a brief description of the project.

• Project Start Date – Select the planned project start date.

• Project End Date – Select the planned project completion date.

• Project Status – Select the appropriate project status, if available.

• Other Required Information – Complete any additional fields displayed by Lynx PMIS.

Tip: Use a consistent naming convention for projects. This makes projects easier to identify and manage later.

Step 5: Save the Project

After completing the project information:

1. Review all the information entered.

2. Click Save, Create Project, or the corresponding confirmation button.

3. Lynx PMIS will create the new project.

The new project should now appear in the Workspace project list.

Step 6: Verify the Project

Check the project list to confirm that the new project has been created correctly.

You can then proceed to manage the project, create tasks, assign team members, and monitor project progress.

Part 2: Edit an Existing Project

The Workspace also allows authorized users to update project information when project details change.

Step 1: Open the Workspace

1. Log in to Lynx PMIS.

2. Select Workspace from the navigation menu.

3. Locate the Projects section.

Step 2: Select the Project

Find the project that you want to modify.

Select the project or open its available project actions.

Step 3: Select "Edit Project"

Click the Edit or Edit Project option.

The existing project information will be displayed in an editable form.

Step 4: Update the Project Information

Modify the information that needs to be changed.

For example, you may update:

• Project name

• Project description

• Start date

• End date

• Project status

• Other available project information

Only change the information that requires updating.

Step 5: Review the Changes

Before saving:

1. Check the project name.

2. Verify the dates.

3. Confirm the project status.

4. Review any other modified information.

This helps prevent incorrect project information from being saved.

Step 6: Save the Changes

Click Save, Update Project, or the corresponding button.

Lynx PMIS will save the changes and update the project information.

Step 7: Verify the Updated Project

Return to the Workspace project list and confirm that the updated information is displayed correctly.

Best Practices

Use Clear Project Names

Use names that immediately identify the project.

Example:

Construction of New Community Hall – Kajang

instead of:

Project 01

Keep Project Dates Accurate

Ensure that the start and completion dates reflect the current project plan. These dates can affect project monitoring and reporting.

Update Project Status Regularly

Keep the project status current so that the Workspace provides an accurate picture of project progress.

Review Before Saving

Always review changes before clicking Save or Update.

Remember the Lynx PMIS Hierarchy

A project created in the Workspace becomes the foundation for managing the project's activities:

Workspace → Project → Tasks → Subtasks

The Workspace provides the higher-level project view, while the Project and Task sections provide more detailed project management capabilities.