Field Population

Casey Shew Updated by Casey Shew

Project Roles

Field

Who

When Populated

Update Cadence

IDA

ID Director

Allocation meetings for new projects, on template copy otherwise

Only if reassigned, on as-needed basis

IDD

ID Director

Allocation meetings for new projects, on template copy otherwise

Only if reassigned, on as-needed basis

Faculty

ID Director if added post-charter, Product Owner if prior

On project initiation/scoping for new, on template copy otherwise

N/A

AD

Creative Director

During post-outline tasks for new project, on template copy otherwise

Only if reassigned

OA

Creative Director

After video shoots for new project, on template copy otherwise

Only if reassigned

Product Owner

Product Owner

On project initiation creation for new project, on template copy otherwise

N/A

Owner (system field)

ID Director

Allocation meetings for new project, on template copy otherwise

Only if reassigned

Schedule & Priority

Field

Who

When Populated

Update Cadence

Planned GTM

Product Owner

COE for new project, on template copy otherwise

Updated monthly/as needed

Actual GTM

Product Owner

At 60% or more tasks complete at cert level and all video shot, with exceptions

Refined over time

Start Date

ID Directors

Cert start comes from first course start. Each course start is put in when COE happens and is that date.

N/A

Due Date

System calculated

On project creation

Constant based off use

Status

Product Owner w/ID Director, guided by planned GTM alignment with due date

On project creation, default to green

Updated monthly

First Section Start Date

Operations

As part of product GTM activities

N/A

Project Attributes

Field

Who

When Populated

Update Cadence

Unit

Product Owner

On project initiation for new project

N/A

Product Type (Course, Cert, OD Lesson)

Pre-set by template

On project creation

N/A

Program Type (For-Credit, Catalog, Both, Custom)

Product Owner

Post-charter, pre-COE

Only if changed/as needed

Weighting

Product Owner

Post-charter, pre-COE

On an as-needed basis

Production Tier

Product Owner

Post-charter, pre-COE

On an as-needed basis

Market Potential

Product Owner

Post-charter, pre-COE

On an as-needed basis

Task Attributes

Field

Who

When Populated

Update Cadence

Component

Milestone

Sequence

Role

Assignee

Duration

Effort

How did we do?

1.0 to 2.0 Wrike Project Conversion

Contact