If you've created your projects, this is the time to make some choices on how you would want to start planning your projects. Basically there are two options:
- planning by group
- planning by research round
Both have their advantages and their disadvantages. It is up to you and how you want to use your IRIS project which one is best suitable for you.
Planning by group
Upside: Planning by group is a wonderful way to keep a clear overview on your planning and makes it possible to micro manage your planners. Since you have but little quota rows to keep an eye on in your quota management, it is easy to keep a close eye on progress and easily see where may be some delays or where quota may not be met. Therefore it is easier to run a tight ship.
Downside: If you want to start running reports, you would have to click every single group to be taken into account. If you don't mind a few clicks, this is not a problem, but if you have a lot of groups in place, this may become annoying. Also, it is not possible. Also since push reports are created over a particular scheduler, it is not possible to cross-compare different departments over multiple organizations within one push report if you choose for this option.
Planning by round
Upside: Planning by round is great if you need to compare different departments in one push report that span over multiple organizations. If this is essential for you, planning per round is the way to go. Also, you would only need a few clicks to run reports, since all organizations and departments you are doing research over are gathered in a single round.
Downside: Since all departments over all of your organizations are combined into one scheduler, it needs a little more effort to keep a clear overview of the progress within your quota managment. Since the runtime of a full round spans over the runtime of all separate quota rows, this makes it a little more difficult to keep track of deadlines.
Whichever way you go depends on the requrements you set on your IRIS scan.