Campr

Documentation and learning CAMPR, a Project Management platform designed for a better collaboration.

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Welcome to CAMPR

Welcome to the CAMPR support page. Here you will find all necessary information about the architecture and functionalities of CAMPR. Generally the single sections start with a general introduction to the module, followed by a detailed rundown of functions and terms. At the end of each segment we will link the matching video tutorial. If you still have open questions, want to report a bug or have any suggestions for improvements, you can either send us an email or use our community platforms.

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Table of content

A basic guide on the admin section will follow soon!

First steps in CAMPR

Create a Workspace

CAMPR is organized in workspaces. Within those workspaces, you can set up projects. You can have an infinite number of both workspaces and projects. After creating and activating your account, you should set up your first workspace. Go to “workspace” in the top right corner to open the list of workspaces you are the owner of and to set up new ones.

The project creation wizard

A click on “add project” in the workspace dashboard. Workspace-Dashboard This will start the three-step Project Creation Wizard.

In the first step, you add some basic information about the project such as name, logo and currency. The second step requires some information on the nature of your project. Add information about the duration, size of the project team, budget and strategic meaning of the project. Based on the inputs of step two, the Project Creation Wizard will suggest the modules you need for the successful management of your project in step three. There are X modules every project needs which and which cannot be deselected. The modules are Project Contract, Organization, Taskmanagement, Status and Close Out Report. All other modules not mandatory and can be activated and deactivated even when the project has already started.

new workspace & project

Invite your team

After you have completed the three steps of the project wizard, you have successfully set up a project. Now you can fill the project with life and invite your team. Set up your team in the module “organization” by clicking on “Invite Member to Workspace” and entering the email address of your team members (one at a time).

We also prepared a video for you to guide you through the first steps:

01_Erste Schritte

The Modules

As you have probably already heard, CAMPR offers 16 modules covering all areas of the project life cycle. You can find a detailed rundown on all modules, functions and labels.

Project Contract

The project contract is a framework agreement between the project sponsor and the project manager and includes all known information about the project such as deliverables, objectives and limitations, but also resources and a general description.

The Project Contract

Project Contract #2

We also prepared a video for you to guide you through the first steps:

02_contract

Organization

The “Organization” module allows you to manage your project team efficiently. You can set up a hierarchy and rights, manage distribution lists and add members to the RASCI matrix to manage their responsibilities.

003_Orga 1

Edit Project Organization

You can set up a hierarchy through this menu.

004_Orga 2

005_Orga

(PRO TIPP: After naming the distribution list, a new column similar to “Status Report Distribution” is created. Create a blank distribution list and add members through the table.)

The Organization-Tutorial: 02_orga

Phases & Milestones

Start scheduling your project here. Set up phases first to determine the separate project segments and milestones to mark important events. You can further set up subphases and key milestones.

006_P M

007_P M

The P&M-Tutorial:

02_PM

Task Management

The Task Management provides an overview of all work packages assigned to the project. A work package is a group of associated tasks. Typical categories for grouped tasks are geographical area, engineering discipline, technology, or the time needed to accomplish them. The task board provides a quick overview of tasks, status, progress, label and assignee. There are five status categories: Open, Pending, Ongoing, Completed and Closed. Keep in mind that all calculations (scheduling and costs) are ultimately based on tasks.

008_TM

The Task Management-Tutorial:

02_TM

Risk & Opportunity

Risk Management might be the most underestimated successfactor in project management. The module is designed to help you monitor and estimate risk impacts and allow you to decide quicker and be proactive. Beside monetary impact of risks, you can also monitor project time impacts. A risk is by definition neutral and can therefore have a positive or negative impact. Positive impacts (potential savings) are labeled “Opportunities” while negative impacts (additional costs) are labeled “Risks”.

009_RM

010_RM

New Opportunity:

We explain all functionalities again in this video:

02_RM

Gantt Chart

The Gantt chart is the go-to PM tool for scheduling. It allows you to get a good overview of crucial elements and dependencies of your project. The module offers a minimap, a list of tasks, grouped in phases and an interactive Gantt chart. Above the task list, you can see three tabs: Base, Forecast and Actual.

011_Gantt

The Gantt Chart Tutorial:

02_gantt

RASCI Matrix

012_RASCI

The RASCI Matrix is a very simple yet efficient tool to delegate responsibilities of single tasks to your project members. The header shows the profile pictures of the members, the first column the name of the task and you can simply choose the role of each member for each task. As mentioned earlier there must be one member marked as responsible and accountable. All other roles can be assigned to multiple members and are optional.

RASCI Matrix Tutorial:

02_rasci

Work-Breakdown-Structure (WBS)

013_WBS

The WBS visualizes the project structure as a tree. The first box on the left represents the project, splitting up into phases which are splitting up into tasks and milestones.

Lets take a closer look at the boxes.

014_WBS

This task condition is marked with a “warning” represented by the yellow frame. A task marked “critical” is marked with a red frame.

Meetings

The whole Meeting module consist of four different module: Meetings, To Do’s, Infos and Decisions. The modules and their core functions are presented in the following subchapters.

Create a Meeting

The core function of the four modules. You can set detailed agendas, create minutes or templates for decisions and invite the designated participants.

015_Meeting

On the top left side you can enter the general details for the meeting such as date & time, location and meeting objectives. You can also select the distribution list you want to use for the invitation. On the right side you see the list of participants including checkboxes for participation and distribution list. (PRO TIPP: it is always useful to create distribution lists beforehand. It is not possible to create a distribution list through this menu, only through the organization module.)

016_Meeting

You have the option to set up a detailed agenda for the whole meeting, including responsibility and duration. Please make sure the duration adds up in the end or you will not be able to save the meeting!

Decisions, To-do’s, Infos

017_decision

Decision templates are a practical tool to not get lost and make the decision-making process more efficient. The from is very lean and only includes description, responsibility, due date and status. Similar templates are available for Infos and To-Do’s and can either be created separately in those modules or when setting up a new meeting.

And here you can find the tutorial:

02_meetings

Status Report

018_status report

The status report provides you with a cross-section of your project that can be used for presentations, general reporting and monitoring. The status report consist of information about the project at the exact moment the report is created. It uses data from all tasks and phases, decisions and risks to create a multi-page summary of the current state of your project. (PRO TIPP: it is very important to keep all tasks up to date to get the most exact reflection of your project’s condition. Try to synchronize your team updating their work in CAMPR with the creation of the status report- i.e. update team Thursday, creation report Friday.)

Project Close Out

All projects come to an end - with this module, you will be able to finish the project properly. The point of this module is besides evaluating the project success, to plan the next steps, learn from the project and have a final document in contrast to the project contract.

019_close out report

The input fields are fairly straight forward:

The Tutorial for the reporting modules: 02_reporting

More about CAMPR

We will keep this page up to date with the new functions and UI changes. We are currently working on a guide for the admin section - a powerful tool that helps you to customize your project and manage changes, labels and other inputs. A video on the topic is already available on or YouTube channel.

If you think we are missing anything, need a better explanation or want to participate in the development process of CAMPR in any way or form, feel free to email us (info@campr.biz), contact us through twitter (@campr_pm) or the contact form on our website!