SrishtiDocs

Reference

Glossary

Every Srishti term you meet in the app, in alphabetical order, with a link to where it is explained in full.

  • Everyone

Words in bold are labels exactly as the app shows them. Follow a link for the full explanation.

A to C

Action
The page-access level that lets you change things in a module, not only look. See Page access.
Action log
The history of one activity, on the Action log tab of its side panel: what changed, who changed it and when.
Activity
One piece of work in a project, with a duration, a team, an owner, the activities it waits for and the tasks that complete it. See Activities and tasks.
Activity template
The starting plan every new project copies: activities, durations, predecessors, teams and tasks. See Activity templates.
Ahead
A project whose forecast launch is earlier than its baseline launch, with no critical-path activity delayed. An activity is Ahead when it finished before its baseline end.
Approvals & Alerts
The page, in everyone's menu, where approvals waiting on you and all your notifications are listed. See Approvals.
Approver
A person with the Approver flag, set in User Management. Only approvers can be named as baseline approvers, decide activity approvals or be someone's escalation contact.
At risk
A project whose forecast launch is not later than its baseline launch, but with at least one critical-path activity Critical, or two or more activities Near critical.
Baseline
The agreed plan a project is measured against. The first, BL0, is saved when the project is created; each approved re-baseline that changes dates saves the next one (BL1, BL2…). See Baselines.
Baseline approvers
The one to three approvers a PM names when creating a project. They decide a new project that runs over its template and every re-baseline of that project.
Baseline launch
The launch date in the project's current baseline.
Behind schedule
A project whose forecast launch is later than its baseline launch.
Calculate schedule
The button in step 4 of project creation that works out every date, the float and the critical path from Activity 1's start date.
Changes needed
A project draft an approver sent back with Request changes. The PM chooses Make changes, then Resubmit for approval.
Check / Reject, Approve / Reject
Review tasks: the owner checks or approves a document an earlier activity uploaded, or rejects it and sends the work back.
Closed
A project ended with Actions → Close project. Closing cannot be undone; everything stays viewable but nothing can change.
Completed
A project whose mandatory activities are all complete.
Conversation
A thread of messages inside a project, about the project or one activity. See Conversations.
Critical
An activity status: on the critical path, with less than 20% of its own duration left before its planned end.
Critical path
The chain of activities with no float. A delay on any of them moves the launch date. See Schedule, float and the critical path.

D to F

Delayed
An activity status: today is past its planned end and it is not complete.
Document storage
A named structure of folders, subfolders and document names that activity templates file their documents under. Draft until published, then Active. See Document storage.
Document Upload
A task type: the owner uploads one file for each document the task names.
Draft
Not finished yet. A project draft is a project still being created; a template or document storage structure in Draft cannot be used until it is published.
Duplicate
Copy an activity template or a document storage structure into a new Draft that you own. Later changes to either copy do not affect the other.
Escalation level 1 (L1)
The approver a person's work escalates to first: told when their activity is due. Set in User Management.
Escalation level 2 (L2)
The approver told when a person's activity is four days overdue. Without one, the L1's own L1 is told. See Notifications, reminders and escalations.
Float
How many days an activity can slip without moving the launch date. Activities with no float are on the critical path.
Forecast launch
The launch date Srishti calculates from today's plan: current dates, durations and dependencies.
FS (finish-to-start)
The only kind of dependency: an activity starts after its predecessor finishes, plus any lag. Written as 3 FS or 3 FS+2.

G to O

Gate
An activity that waits for a sign-off from its approvers before work moves on. It waits under Pending Approvals, like other activity approvals.
Grant
Access to a project's documents that the PM gives a person or team, on the whole project, a folder or one document: View only or View & Download. A grant never opens a document before its visibility trigger.
Lag
Extra days between a predecessor finishing and the next activity starting.
Master team
One of the eight teams templates are built on: Marketing, F&D, Regulatory, Packaging, Quality, Operations, Finance and Management. They cannot be renamed or deleted.
Mandatory, non-mandatory
A project is Completed when all its mandatory activities are complete; non-mandatory ones do not hold it up. A non-mandatory activity can never be a predecessor.
My Activities
Everyone's home page: the activities assigned to you, grouped by project, with their tasks, documents and conversations. See My Activities.
Near critical
An activity status: not on the critical path, but with float of 5% of the project's length or less, so a small slip could move the launch date.
Needs reassignment
A card on a project's Overview listing open activities still assigned to people who were removed. The PM gives each a new owner.
On track
A project whose forecast launch is not later than its baseline launch and that is neither At risk nor Ahead.
Owner
The person an activity is assigned to (Assigned to), from the activity's team. They complete its tasks.

P to R

Page access
What a person can open: None, View or Action for each of Portfolio (None or View only), Projects, Templates and User Management; My Activities is always Action. See Page access.
Pending approval
A new project waiting for its approvers because its schedule runs over its template.
PM
The project manager: the person who created the project. Nothing in Srishti changes a project's PM.
Portfolio
The read-only dashboard of every active project's health. Needs Portfolio: View. See The Portfolio dashboard.
Predecessor
An activity that must finish before another can start.
Project duration (CPM)
A template's length in days along its critical path. A new project whose schedule runs longer needs approval.
Project type
Innovation Class A or B, Renovation Class A or B, White Label or Hybrid. A project takes its type from its template. On a person, project types are only a label for filtering.
Project-wide access
On a project's Documents tab, the people who can see every document: the PM and everyone granted access to the whole project.
Re-baseline
A change to a project's baseline: the PM's Actions → Create new baseline draft, decided by a baseline approver.
Round
One pass of a new-project approval. Round 1 allows Approve or Request changes; round 2 allows Approve or Reject.

S to Z

Schedule deviation
Baseline launch minus forecast launch, in days: + is ahead, − is behind, zero is on schedule.
Slot
One document name in a document storage structure: the place for the file a Document Upload task asks for. An empty slot shows Pending.
Sub-activity
An activity inside another, numbered like 3.1. An activity can have up to 10, one level deep.
Tag
Naming a project member in a conversation. They are notified in the app and by email, and the thread shows Needs your reply for them.
Task
What an activity's owner does: Document Upload, Checkbox, Field Input, Check / Reject or Approve / Reject. Mark task complete stays off until everything mandatory is done.
Team
The group a person belongs to. An activity's owner must be on the activity's team. See Users, teams and escalation chains.
Thread
One conversation in a project: a title, a first message and replies.
Top of chain
A person with no escalation level 1, shown as — (top of chain). Their due-today alerts reach nobody.
Version
Each upload of a document: V1, V2 and so on. Only the PM sees older versions.
View
The page-access level that lets you open a module and look, without changing anything.
Visibility trigger
When a document becomes visible beyond the uploader's team: On upload, On check or On approval. Set on each Document Upload task.
Visible to
The teams, or All teams, that may see a Document Upload task's documents once the trigger fires, if they are assigned to an activity in the project.
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