Project Management - Revision history

Kempscas: /* Administration */

2017-08-24T15:25:30Z

Administration

← Older revision		Revision as of 15:25, 24 August 2017
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	==Administration==		==Administration==
	We will now ‘switch hats’ and look at project management from a database/application administrator’s viewpoint. You need Admin’s rights to access this section, which is located by going to Admin Setup Functions Project Management.		We will now ‘switch hats’ and look at project management from a database/application administrator’s viewpoint. You need Admin’s rights to access this section, which is located by going to Admin --> Setup Functions --> Project Management.

			[[File:PM22.png\|thumb\|none]]

			This takes you to the Managing Project Management screen. Here we can look at Reports, Error Reports, Canned Tasks, Deleting a Project, and Generating Gantt Charts.

	~~i) This takes you to the Managing Project Management screen. Here we can look at Reports, Error Reports, Canned Tasks, Deleting a Project, and Generating Gantt Charts~~.		[[File:PM23.png\|thumb\|none]]

			===Reports===
			This button generates reports that pertain to projects in general, such as a list of active projects.

			[[File:PM24.png\|thumb\|none]]

			:This is a report on the Active Projects

	~~ii) Reports – This button generates reports that pertain to projects in general, such as a list of active projects~~.		[[File:PM25.png\|thumb\|none]]

			===Error Reports===
			In order to keep any system running correctly, it is important to identify and weed out any errors that might occur. There are a series of reports on the Project Management Error Checking Reports page that do this.

	(a) ~~This is a report on the Active Projects~~		Some of the reports may not reveal errors, but may merely point out different types of projects. For example, if we used project management to implement a training, it’s possible there would be no related case (although there could be if the training was on handling a specific type of complex litigation).

			[[File:PM26.png\|thumb\|none]]

			::Here we run the report Projects with No Budget. Although this might not be an error, it would be prudent to review these to see if there should be a budget. If so, we might assist the person setting up the project with putting in a budget.

	iii) Error Reports – In order to keep any system running correctly, it is important to identify and weed out any errors that might occur. There are a series of reports on the Project Management Error Checking Reports page that do this.		[[File:PM27.png\|thumb\|none]]

	~~(a) Some of~~ the ~~reports may not reveal errors, but may merely point out different types~~ of projects~~. For example, if we used project management~~ to ~~implement a training, it’s possible there would be no related case (although there could be if~~ the ~~training was on handling a specific type~~ of ~~complex litigation)~~.		===Canned Tasks===
			Add Existing Tasks to Canned Tasks Table allows us to manage the list of canned tasks that people can choose to import into their project. You can also look at tasks from other projects and import them to the list of canned tasks for use in future projects.

			[[File:PM28.png\|thumb\|none]]

			===Search for a Project===
			The Projects Search screen is also available from the management screen. This functions the same as other search screens

	iv) Here we run the report Projects with No Budget. Although this might not be an error, it would be prudent to review these to see if there should be a budget. If so, we might assist the person setting up the project with putting in a budget.		[[File:PM29.png\|thumb\|none]]

			===Delete a Project===
			In some instances, you may want to clean out a project that was entered in error, etc. The deletion screen gives you a choice of what you can delete from the system. For example, you may wish to leave the Time records and Calendar events in place

			[[File:PM30.png\|thumb\|none]]

	~~17) Canned Tasks – Add Existing Tasks to Canned Tasks Table~~ allows us to ~~manage~~ the ~~list of canned tasks that people can choose to import into their project. You can also look at tasks from other~~ projects ~~and import them to~~ the ~~list of canned tasks for use in future projects.~~		===Generate Gantt Charts===
			The management screen also allows you to generate GANTT charts on the projects in the system, described earlier

			[[File:PM31.png\|thumb\|none]]

	~~18) Search for a Project – The Projects Search screen is also available from the management screen~~. ~~This functions the same as other search screens~~



	19) Delete a Project – In some instances, you may want to clean out a project that was entered in error, etc. The deletion screen gives you a choice of what you can delete from the system. For example, you may wish to leave the Time records and Calendar events in place



	~~20) Generate Gantt Charts – The management screen also allows you to generate GANTT charts on the projects in the system, described earlier~~

Kempscas: /* Joining a case to a Project */

2017-08-24T15:16:24Z

Joining a case to a Project

← Older revision		Revision as of 15:16, 24 August 2017
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	===Joining a case to a Project===		===Joining a case to a Project===
	It is possible to join a case to an existing Project directly from the intake sheet. Just go to the intake Page 3 and press the Project Mgt. button. From the screen that opens you can choose from Pending and Completed projects to join. You can also see if you are already joined to any projects.		It is possible to join a case to an existing Project directly from the intake sheet. Just go to the intake Page 3 and press the Project Mgt. button. From the screen that opens you can choose from Pending and Completed projects to join. You can also see if you are already joined to any projects.

			[[File:PM21.png\|thumb\|none]]

	==Administration==		==Administration==

Kempscas: /* Import tab */

2017-08-24T15:14:51Z

Import tab

← Older revision		Revision as of 15:14, 24 August 2017
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	===Import tab===		===Import tab===
	– Gathering knowledge is only profitable if it can be used later. This is the purpose of the Import tab, which allows you to benefit from the knowledge and experiences of others. You can find a project similar to the one you are starting and import Tasks, Problems and the Budget from this similar project. These can then be modified to fit your project. This allows you to learn what needs to be done, what to avoid, and how much your project could cost. This avoids recreating the wheel.		Gathering knowledge is only profitable if it can be used later. This is the purpose of the Import tab, which allows you to benefit from the knowledge and experiences of others. You can find a project similar to the one you are starting and import Tasks, Problems and the Budget from this similar project. These can then be modified to fit your project. This allows you to learn what needs to be done, what to avoid, and how much your project could cost. This avoids recreating the wheel.

	If you don’t want to import a full project (or parts of one) you can choose to import Canned Tasks. This is a list of common tasks that the office might use on a regular basis for projects. For example, you might have a task that is Get board approval. This could apply to many different projects, such as fund raisers, meetings, etc.		If you don’t want to import a full project (or parts of one) you can choose to import Canned Tasks. This is a list of common tasks that the office might use on a regular basis for projects. For example, you might have a task that is Get board approval. This could apply to many different projects, such as fund raisers, meetings, etc.

			[[File:PM20.png\|thumb\|none]]

	===Help tab===		===Help tab===

Kempscas: /* Reports tab */

2017-08-24T15:14:02Z

Reports tab

← Older revision		Revision as of 15:14, 24 August 2017
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	===Reports tab===		===Reports tab===
	– Project reports are extremely important. They are available here and on the Report Selector.		Project reports are extremely important. They are available here and on the Report Selector.

			[[File:PM16.png\|thumb\|none]]

			Here, we generated a report summary for the Training Session project. This shows part of the first page.

	~~i) Here, we generated a report summary for the Training Session project. This shows part of the first page~~.		[[File:PM17.png\|thumb\|none]]

			One of the most useful reports is a GANTT chart. This chart shows when tasks are scheduled and how long they are projected to take. This can show problems and needed rescheduling. For example, you could easily see that you couldn’t move training materials to the training site until one had been selected.

	ii) One of the most useful reports is a GANTT chart. This chart shows when tasks are scheduled and how long they are projected to take. This can show problems and needed rescheduling. For example, you could easily see that you couldn’t move training materials to the training site until one had been selected.		[[File:PM18.png\|thumb\|none]]



	12) Not only can you do a chart based upon tasks, but you can do one that utilizes the calendar events in the system. When these two charts are viewed together, you should get a pretty good idea of when things are scheduled and any conflict.

			Not only can you do a chart based upon tasks, but you can do one that utilizes the calendar events in the system. When these two charts are viewed together, you should get a pretty good idea of when things are scheduled and any conflict.

			[[File:PM19.png\|thumb\|none]]

	===Import tab===		===Import tab===

Kempscas: /* Calendar tab */

2017-08-24T15:10:32Z

Calendar tab

← Older revision		Revision as of 15:10, 24 August 2017
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	===Calendar tab===		===Calendar tab===
	– The Calendar works the same as Time. It shows dates set for the project directly and it also shows dates that were entered directly in the cases related to the project.		The Calendar works the same as Time. It shows dates set for the project directly and it also shows dates that were entered directly in the cases related to the project.


			[[FIle:PM15.png\|thumb\|none]]

	===Reports tab===		===Reports tab===

Kempscas: /* Time tab */

2017-08-24T15:09:41Z

Time tab

← Older revision		Revision as of 15:09, 24 August 2017
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	===Time tab===		===Time tab===
	– Project time can take two forms, much like the staff that are related to a project. There is time that is put directly into a project and there is time that is a result of entries put on cases that are related to the project. The Time tab gives you both and a total.		Project time can take two forms, much like the staff that are related to a project. There is time that is put directly into a project and there is time that is a result of entries put on cases that are related to the project. The Time tab gives you both and a total.


			[[File:PM14.png\|thumb\|none]]

	===Calendar tab===		===Calendar tab===

Kempscas: /* Budget tab */

2017-08-24T15:08:41Z

Budget tab

← Older revision		Revision as of 15:08, 24 August 2017
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	The first tab tracks the Budgeted Income and Actual Income, depending what field is filled. A running total is kept at the bottom of the form. This shows both what the Budgeted Balance and Actual Balance is.		The first tab tracks the Budgeted Income and Actual Income, depending what field is filled. A running total is kept at the bottom of the form. This shows both what the Budgeted Balance and Actual Balance is.

	[[FIle:PM11.png\|thumb\|none]		[[FIle:PM11.png\|thumb\|none]]

	====Project Expenses====		====Project Expenses====
	The next tab shows the Budgeted and Actual Expenses		The next tab shows the Budgeted and Actual Expenses

	[[File:PM12.png\|thumb\|none]		[[File:PM12.png\|thumb\|none]]

	====Donated Time====		====Donated Time====
	The last tab tracks the value of donated time or other in kind contributions. Actual money that was donated would be put under Project Income.		The last tab tracks the value of donated time or other in kind contributions. Actual money that was donated would be put under Project Income.

	[[File:PM13.png\|thumb\|none]		[[File:PM13.png\|thumb\|none]]

	===Time tab===		===Time tab===

Kempscas: /* Budget tab */

2017-08-24T15:08:07Z

Budget tab

← Older revision		Revision as of 15:08, 24 August 2017
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	===Budget tab===		===Budget tab===
	– Managing a project also means managing the money necessary to accomplish it. There are six types of money necessary to be tracked. Budgeted Income and Actual Income track the amount of money brought into use in the project. Expenses, both budgeted and actual, track what staff thought the project would cost and what it actually cost. Last, there is a value of Donated Property or Time that an office may wish to track. Each record, shown by the arrow selector, can track actual amounts, projected amounts or both		Managing a project also means managing the money necessary to accomplish it. There are six types of money necessary to be tracked. Budgeted Income and Actual Income track the amount of money brought into use in the project. Expenses, both budgeted and actual, track what staff thought the project would cost and what it actually cost. Last, there is a value of Donated Property or Time that an office may wish to track. Each record, shown by the arrow selector, can track actual amounts, projected amounts or both
	i) Project Income – The first tab tracks the Budgeted Income and Actual Income, depending what field is filled. A running total is kept at the bottom of the form. This shows both what the Budgeted Balance and Actual Balance is.		====Project Income====
			The first tab tracks the Budgeted Income and Actual Income, depending what field is filled. A running total is kept at the bottom of the form. This shows both what the Budgeted Balance and Actual Balance is.

			[[FIle:PM11.png\|thumb\|none]

			====Project Expenses====
			The next tab shows the Budgeted and Actual Expenses

	~~===Project Expenses=== – The next tab shows the Budgeted and Actual Expenses~~		[[File:PM12.png\|thumb\|none]



	~~===Donated Time ===– The last tab tracks the value of donated time or other in kind contributions. Actual money that was donated would be put under Project Income~~.

			====Donated Time====
			The last tab tracks the value of donated time or other in kind contributions. Actual money that was donated would be put under Project Income.

			[[File:PM13.png\|thumb\|none]

	===Time tab===		===Time tab===

Kempscas: /* Problems tab */

2017-08-24T15:05:14Z

Problems tab

← Older revision		Revision as of 15:05, 24 August 2017
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	===Problems tab===		===Problems tab===
	– Most complex projects don’t go completely smooth. A person attempting to do a similar project might learn as much or more from the problems experienced by the tasks that were necessary. Thus, there is a Problems section that works just like the Task tab, with a table of contents of problems on the left. When one is selected, details about the problem show on the right.		Most complex projects don’t go completely smooth. A person attempting to do a similar project might learn as much or more from the problems experienced by the tasks that were necessary. Thus, there is a Problems section that works just like the Task tab, with a table of contents of problems on the left. When one is selected, details about the problem show on the right.



			[[File:PM10.png\|thumb\|none]]

	===Budget tab===		===Budget tab===

Kempscas: /* Tasks tab */

2017-08-24T15:04:23Z

Tasks tab

← Older revision		Revision as of 15:04, 24 August 2017
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	===Tasks tab===		===Tasks tab===
	– Some of the most important pieces of knowledge captured by the system are the tasks necessary to accomplish the goal of the project. The left side works like a table of contents. Clicking on one of the choices reveals the details of the task on the right side of the screen. If we select Draw up a budget, the right side of the screen explains the tasks and lists the milestones dealing with that task		Some of the most important pieces of knowledge captured by the system are the tasks necessary to accomplish the goal of the project. The left side works like a table of contents. Clicking on one of the choices reveals the details of the task on the right side of the screen. If we select Draw up a budget, the right side of the screen explains the tasks and lists the milestones dealing with that task


			[[File:PM9.png\|thumb\|none]]

	===Problems tab===		===Problems tab===