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About Project Management Projects are sets of activities designed to achieve a specific objective. Their key elements are tasks that define project work and staff members – the resources who perform them. Time and budget constraints guide projects. The constraints estimate and determine how long each task and, therefore, the entire project take and how much it costs.
Project tools used to define and track each aspect of your project from tasks and staff to budgets, actual, and risks. In addition, you can create master projects that group related subproject. The master projects let you view and analyses he combined costs, estimates, and actual of their sub projects. Projects are used as the example investment. Project functionality and components apply to all investments that are based on the project, such as proposals.
Project management tool components Our project management tool going to consist following components: Project – Define project details, owner, start date, end date etc Enhancements – Define enhancements details, owner, start date, end date etc Resources -You can build a team that includes the staff who perform the tasks and participants who assist staff by communicating information, suggestions, and concerns. Milestones – Define milestones. Cost – Define a financial summary, or perform detailed financial planning.
Risks/ Change requests – You can identify and track the risks, issues, and change requests that can affect the project. Processes – You can start, monitor, and cancel project- related processes. Audit – Record your project-related activity. Reporting and Analysis. Use dashboards to track and analyze project activities and progress. Leader board / Badges Admit – Profile set up, Hierarchy set up etc Home Page Home page is summary of all the activities which employee is working on and employed. Project summary Enhancement summary What’s happening feeds?
Resources reporting and projects/enhancement they have assigned Whenever employee will open project management option he will be able to view his activity details There are two type of scenario’s which we are going to develop in project He will be able view/edit only his projects/Enhancements 2. Manager – Who is handling team or Individual contributor is reporting to him He will be able to view his project/enhancements and his reporter’s projects and enhancements. This is depends on the hierarchy as well as the projects/ enhancements where he is responsible for.
Projects Project tab will consist following information. When user will click on Project tab he will be able to see following information All Projects/My Projects/Department wise projects which are created in project management option depending on the access (Public / Private / To group of Users ) and their details Project list along with required details (list view or Box view) New Project creation option Project Name Project Details – Crisp summary of the project Project type – (POP/LARD/Company level/Lean/let etc) Grouping – Free text Start date – End date
Estimated efforts / Cost Project Owner Initiative by (Business Team) Assign Team Define milestones Attach document Project Template – Predefined templates to create projects In build templates to create projects. User can preview the templates Search Option – To search the projects 360′ view of Project When users want to view the entire details of project he will click on particular project. On clicking on particular project he should be able to view following details Project details – Project name, Project type, Project summary, Start date, End date, Estimated efforts, Estimated cost, Project owner, Initiated by
Add Resources – Project team members and their roles Add Changes request – Changes request summary, Request date, Request from, Approved by, Request impact (Cost/timeline/resources), Changes request importance, change request status Add Risk and mitigates – Risk details, Risk mitigates, Risk probability, Risk status Project Documents – Document name, Document tag, Document type, Uploaded date & time, Version, uploaded by Cost details – Efforts type, Mandamus efforts, Maydays cost, updated date, updated by Meeting details – All the meeting request and status (Scheduled, completed)
User rating/Feedback – User rating and Feedback details Likes ‘Follow – Likes count / Followers count Enhancements attached to this projects What’s happening feeds – Yammer feeds related to project Giant chart – Milestone details should be view like faceable timeline Update status tab – Use of Washrags & Easy update directly from share/update window Enhancements Enhancement tab will consist following information.
When user will click on Enhancement tab he will be able to see following information All Enhancements/My enhancements/Application wise enhancements which are created in enhancement management option depending on the access (Public / Private / To group of Users ) New Enhancement creation option Enhancement Name Enhancement Details – Crisp summary of the Enhancement Enhancement priority – (POP/LARD/Company level/Lean/let etc) Project Business Priority (High, Medium, Low) Business Vertical Responsibility – Pickiest of Enhancement Template – Predefined templates to create enhancements In build templates to create enhancements.
User can preview the templates Search Option – To search the enhancements 360′ view of Enhancements When users want to view the entire details of enhancement he will click on particular enhancement.
On clicking on particular Enhancements he should be able to view following details Enhancement details – Enhancement name, Enhancement type, Enhancement summary, Start date, End date, Estimated efforts, Estimated cost, Responsibility , Business vertical, Initiated by, Application, Project (linked to which project) Add activities – Activity name, Start date, End date, Responsibility, Importance Add Resources – Enhancement team members and their roles Add Enhancement Documents – Document name, Document tag, Document type, Uploaded date & time, Version, uploaded by updated by Priority changes history
Priority changed by Priority changed From to (High to Medium) Reason to change the priority Reports and Dashboards: Advanced Reports Editor Built In, Best Practices Reports Email Reports & Notification Excel’/PDF download Reports Change audit History reports Admit Admit module should consist following features Role/ProfIle Creation Role creation (Employee/Super Employee/Partner/Admit) Role permission Role Active / Deactivate User Creation User creation Reporting Manager Upload profile pick (same share point functionality to be used) Facility to update skills Active / De-active Customization Features Custom Actions
Workflow Rules Project closure work flow Project creation work flow Enhancement creation work flow Scheduled Workflow Rules Validation Rules Project/Enhancement end date cannot be greater than current business date. Project/Enhancement end date cannot be less than “X” number of days of current business date – end date . Time Tracking Automatic Notifications Calendars Reportable & Non Reportable Work Items Escalation Matrix Standard escalation matrix On milestone delivery date If status is not getting updated Escalation matrix hierarchy – Individual contributors, Managers, National managers General
Mobile App To increase ease and usability project management tool, we would like to have mobile app also. Following broad level functionalities required in mobile app Facility to Create/Update project/enhancement status View reports and dashboard Like/Follow Search Quickly search across all projects, change request and people should be available. You can refine your results by limiting your search to projects, enhancements or people.. Follow Stay informed by following individuals or specific keywords. Receive updates in your Digest feed whenever a new idea is tagged with your chosen keywords or created by n individual you follow.