Checklist enhancement - More than 1 checklist per item

Hi,
I've noticed that I can create only 01 checklist per item/item type. I wonder if it would be possible to have more than one checklist per item (or maybe a list of global checklists, which are linked to the project, and not for a specific item / item type). Let me try to explain what I'm thinking about:

Lets say I have one checklist which helps me to identify risks/opportunities (based on a risk breakdown structure), as shown below:
Technical Risks:
1.1 Scope definition (apply / doesn't apply)
1.2 Requirements definition (apply / doesn't apply)
1.3 Estimates, assumptions and constraints (apply / doesn't apply)
...
External Risks
1.1 Legislation (apply / doesn't apply )
1.2 Exchange rates (apply / doesn't apply)
...

Also something similar to the checklist described above I have for opportunities...


The process for identifying risks/opportunities is not related to one single risk/opportunity item or specific risk/opportunity type. It's more like related to the project itself.

So, I should be able to go through the checklists I have for risk and opportunity identification, and from the results I've got from these checklists I would record the identified risks / opportunities into projeqtor.

In addition to risks and opportunities, I could have checklists for
- helping me during project approval / prioritization process (business case created? [YES/NO], project aligned to corporate strategy? [YES / NO / PARTIAL], etc.)
- helping me closing a project (lessons learned recorded? [yes/no]; documentation is up to date?[yes/no], formal client acceptance [yes/no], etc.).

So it would be nice to be able to create these checklists and use them for each project in a "project perspective". And since I could have several checklists to be used, one single project record should allow me to use several checklists, and not only one.

What I've described above are just examples, but I hope I could give you the idea. Please let me know if you need some clarification.

Thanks in advance.
Francis

Hi,

babynus wrote: I really don't catch the idea to get several checklists for 1 item.
I don't undestand how you expect to access to different checklists. could you explain.

About how to access different checklists, i'm thinking in one of these two options:
1 - once you click the checklist button, a new screen could be shown, so one could choose the desired checklist (assuming that checklists would have a name).
2 - Use a dropdown button (i think this is the name - which would be a button with similar effect of a combobox) for checklist button, that once clicked would list the available checklists (again, assuming that checklists would have a name).

babynus wrote: Todayn you can define on a checklist some sections. this will help you, for instance, to define so "Start project" section and some "End project" section. Isn't it enough to cover your needs ?

I already took a look at sections. I think it works great for small/medium size checklists, but things would get messy with big checklists, specially with different subjects into the same checklist.

Please take a look at the attached files (risk checklist and opportunity checklist). Both are in brazilian portuguese, but I've translated the column names so you could get an idea of the info listed in each column (also, you'll see they are grouped in types and categories/groups).

Since they are not small, I would create one checklist for each one. The column "Risk Group" or "Opportunity Group" would be the sections of the checklists. The column "Name" would be the items of my checklist. The column "does it affect your project?" (it's options to be more precise), would be the available options / choices.

Mixing everything in one single and big checklist wouldn't be easy to read / use. It would be hard to know if the item refers to a risk / opportunity, etc,, it would be difficult to separate things in sections (since I should be using Sections to try to differentiate what is a risk / opportunity, etc.).

Probably, this functionality applies more for project records than for other types of records.

Hope I could have clarified a little bit more.

Kind regards.
Francis