Project Manager is the name of the enhanced version of the Projects functionality in ARchitect. It helps you improve workflow consistency and data integrity related to any project you need to manage.
Project Manager allows you to have customizable Templates with the right Custom Fields available for users to populate, presented in a logical, organized manner based on the Project Type (e.g., vendor evaluations, events, product launches, etc.).
Project Manager also provides the ability to have different sets of Project Stages depending on the Project Type and the ability to set stage restrictions (e.g. the user can’t move a project from one stage to another without meeting certain criteria).
The standard fields for all Projects (with or without Project Manager enabled) are as follows:
Project Title | text |
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Project Type | dropdown |
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Status | dropdown | On Track (green), At Risk (orange), Blocked (red), Closed (light gray), Canceled (dark gray) |
Start Date | date |
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End Date | date |
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AR Lead | lookup |
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Alternate Lead | lookup |
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Descriptions | multi-line text |
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**When Project Manager is enabled for your organization – working together with our Customer Experience team – your ARchitect site admin can choose to have it configured with all of the default Project Types and their associated Project Stages and Templates, or you can selectively choose which Types to include in your ARchitect site.**
Default Set of Project Types:
Insight
Vendor Evaluation Report
Other Research Report
Marketing Campaign/Launch
Event
General Outreach
With the out-of-the-box configuration of Project Manager, each Project Type includes a default set of stages and custom fields organized in a configurable template. ARchitect site admins can customize the template and/or create new, additional templates.
The remainder of this article outlines the default custom fields (and the template sections they’re in) for each Project Type. All fields and sections can be easily removed or changed, or new ones added. No stage restrictions come out-of-the-box, but the right hand column in the tables below include optional suggestions/ideas for adding your own stage restrictions.
1. Project Type: “Insight”
Default Stages: Start > Evaluate > Pursue > Resolve > Complete
Template Sections and Custom Fields:
General Info |
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Insight Type* | dropdown | Feedback, Intel, Opportunity, Analysis, Best Practice
*required field
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Insight Category* | dropdown | Market/Industry, Product, Business Strategy, Go-to-Market, Customer, ESG
*required field |
Line of Business | dropdown | A, B, C |
Primary Benefit | dropdown | Increase Revenues, Reduce Costs, Improve Customer Satisfaction, Improve Competitive Differentiation, Enhance Strategic Agility |
Priority | dropdown | 1 - High, 2 - Medium, 3 - Low |
Value | dropdown | 1 - High, 2 - Medium, 3 - Low |
Level of Effort | dropdown | 1 - High, 2 - Medium, 3 - Low |
Off the record? | checkbox |
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Key Dates |
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Target Resolution Date | date | *candidate for stage restricted field: available in Start stage, required before moving past Evaluate stage |
Deadline to Update Analyst(s) | date | *candidate for stage restricted field: available in Start stage, required before moving past Resolve stage |
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Outcome Info |
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Outcome | dropdown | Implemented, Partially Implemented, Rejected
*candidate for stage restricted field: available in Start stage, required before moving past Resolve stage |
Outcome/Results Notes | multi-line text |
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2. Project Type: “Vendor Evaluation Report”
Default Stages: Start > Plan > Execute > Fact Check > Publish > Launch > Complete
Template Sections and Custom Fields:
General Info |
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Report Name | text |
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Analyst Firm | dropdown | Gartner, Forrester, IDC, 451 Research, Omdia, Everest, Frost & Sullivan |
Product Name | text |
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Product Line | text |
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Product Version | text |
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Line of Business | dropdown | A, B, C |
Priority | dropdown | 1 - High, 2 - Medium, 3 - Low |
Value | dropdown | 1 - High, 2 - Medium, 3 - Low |
Level of Effort | dropdown | 1 - High, 2 - Medium, 3 - Low |
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Publication Dates |
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Expected Publication Year | number |
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Expected Publication Month | text |
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Actual Publication Date | date | *candidate for stage restricted field: available in Start stage, required before past Launch stage |
Prior Report Publication Year | number | *candidate for stage restricted field: available in Start stage, required before moving past Plan stage |
Prior Report Publication Month | text | *candidate for stage restricted field: available in Start stage, required before moving past Plan stage |
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Competitors |
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Competing Vendors | multi-line text | *candidate for stage restricted field: available in Start stage, required before moving past Launch stage |
Prior Report Competing Vendors | multi-line text | *candidate for stage restricted field: available in Start stage, required before moving past Plan |
Key Points of Differentiation | multi-line text |
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Rating Info |
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Rating Goal | dropdown | Leader, Visionary, Major Player, Strong Performer, Niche Player, Contender, Challenger, Participant
*note: these are classifications for Gartner, Forrester and IDC; users may want to add others for other firms or create different templates for different firms |
Prior Report Rating Result | dropdown | Leader, Visionary, Major Player, Strong Performer, Niche Player, Contender, Challenger, Participant
*note: these are classifications for Gartner, Forrester and IDC; users may want to add others for other firms or create different templates for different firms |
Rationale for Rating Movement | text |
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Rating Result | dropdown | Leader, Visionary, Major Player, Strong Performer, Niche Player, Contender, Challenger, Participant
*note: these are classifications for Gartner, Forrester and IDC; customers may want to add others for other firms or create different templates for different firms
*candidate for stage restricted field: available in Fact Check stage, required before moving past Launch stage |
Rating Result Comments | multi-line text |
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Key Milestones |
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Participation Invite Expected | date |
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Kickoff Call with Analyst Firm | date |
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Internal Team Kickoff | date |
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RFI Response Due | date |
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Internal Review of Detailed Survey | date |
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Detailed Survey Response Due | date |
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Demo/Presentation Date | date |
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Customer References Method | dropdown | Online Survey, Phone Interview, Both |
Customer References Due | date |
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Customer Reference List | multi-line text |
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Customer References Completion | date |
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Fact Check Deadline | date |
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Launch Activities |
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Reprint License Status | dropdown | Not Started, In Progress, Done, N/A |
Launch Plan Status | dropdown | Not Started, In Progress, Done, N/A |
Press Release Status | dropdown | Not Started, In Progress, Done, N/A |
Press Release Date | date |
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Content Marketing Sync | date |
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Sales Activation Start Date | date |
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Link to Sales Messaging/Talking Points | URL |
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Post-Launch Activities
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Internal debrief | date |
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Debrief with Analysts | date |
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Rate Project Results | dropdown | Very Positive, Positive, Neutral, Negative, Very Negative
*candidate for stage restricted field: available in Publish stage, required before moving past Launch stage |
Outcome/Results Notes | multi-line text |
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3. Project Type: “Other Research Report”
Default Stages: Start > Plan > Execute > Publish > Launch > Complete
Template Sections and Custom Fields:
General Info |
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Key Goals | multi-line text | *candidate for stage restricted field: available in Start stage, required before moving past Plan stage |
Product Name | text |
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Product Line | text |
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Line of Business | dropdown | A, B, C |
Priority | dropdown | 1 - High, 2 - Medium, 3 - Low |
Value | dropdown | 1 - High, 2 - Medium, 3 - Low |
Level of Effort | dropdown | 1 - High, 2 - Medium, 3 - Low |
Expected Publication Year | number |
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Expected Publication Month | text |
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Actual Publication Date | date | *candidate for stage restricted field: available in Start stage, required before moving past Launch stage |
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Key Communications |
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Report License Status | dropdown | Not Started, In Progress, Done, N/A |
Launch Plan Status | dropdown | Not Started, In Progress, Done, N/A |
Sales Activation Start Date | date |
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Influencer Interactions Status | dropdown | Not Started, In Progress, Done, N/A |
Analyst Portal Update Status | dropdown | Not Started, In Progress, Done, N/A |
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Results Info |
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Rate Project Results | dropdown | Very Positive, Positive, Neutral, Negative, Very Negative
*candidate for stage restricted field: available in Publish stage, required before moving past Launch stage |
Outcome/Results Notes | multi-line text |
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4. Project Type: “Marketing Campaign/Launch”
Default Stages: Start > Plan > Execute > Launch > Complete
Template Sections and Custom Fields:
General Info |
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Key Goals | multi-line text | *candidate for stage restricted field: available in Start stage, required before moving past Plan stage |
Product Name | text |
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Product Line | text |
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Product Version | text |
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Line of Business | dropdown | A, B, C |
Launch Date | date |
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Key Communications |
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Launch Plan Status | dropdown | Not Started, In Progress, Done, N/A |
Press Release Status | dropdown | Not Started, In Progress, Done, N/A |
Press Release Date | date |
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Sales Activation Start Date | date |
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Influencer Interactions Status | dropdown | Not Started, In Progress, Done, N/A |
Analyst Portal Update Status | dropdown | Not Started, In Progress, Done, N/A |
Email to Influencers Status | dropdown | Not Started, In Progress, Done, N/A |
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Results Info |
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Internal debrief | date |
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Rate Project Results | dropdown | Very Positive, Positive, Neutral, Negative, Very Negative
*candidate for stage restricted field: available in Launch stage, required before moving past Launch stage |
Outcome/Results Notes | multi-line text |
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5. Project Type: “Event”
Default Stages: Start > Plan > Execute > Launch > Complete
Template Sections and Custom Fields:
General Info |
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Key Goals | multi-line text | *candidate for stage restricted field: available in Start stage, required before moving past Plan stage |
Line of Business | dropdown | A, B, C |
Event Date Start | date |
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Event Date End | date |
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Event Location | text |
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Target Number of Attendees | number |
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Event Checklist Link | URL |
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Pre-Event |
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Internal Team Kickoff | date |
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Save the Date | date |
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Invite List Status | dropdown | Not Started, In Progress, Done, N/A |
Event Agenda Status | dropdown | Not Started, In Progress, Done, N/A |
1:1 Meetings Scheduled | dropdown | Not Started, In Progress, Done, N/A |
Briefing Books Status | dropdown | Not Started, In Progress, Done, N/A |
Dry Run Date | date |
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Outreach |
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Invite Batch 1st Send | date |
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Invite Batch 2nd Send | date |
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Invite Batch 3rd Send | date |
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Phone Follow-ups to Invitees | dropdown | Not Started, In Progress, Done, N/A |
Execs/Spokespeople Outreach Status | dropdown | Not Started, In Progress, Done, N/A |
Analyst Portal Update Status | dropdown | Not Started, In Progress, Done, N/A |
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Post-Event |
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Internal debrief | date |
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Rate Project Results | dropdown | Very Positive, Positive, Neutral, Negative, Very Negative
*candidate for stage restricted field: available in Launch stage, required before moving past Launch stage |
Outcome/Results Notes | multi-line text |
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6. Project Type: “General Outreach”
Default Stages: Start > Plan > Execute > Complete
Template Sections and Custom Fields:
General Info |
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Key Goals | multi-line text | *candidate for stage restricted field: available in Start stage, required before moving past Plan stage |
Line of Business | dropdown | A, B, C |
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Key Communications |
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Influencer Interactions Status | dropdown | Not Started, In Progress, Done, N/A |
Analyst Portal Update Status | dropdown | Not Started, In Progress, Done, N/A |
Email to Influencers Status | dropdown | Not Started, In Progress, Done, N/A |
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Results Info |
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Outcome/Results Notes | multi-line text |
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