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The intelligent dashboard is a screen that focuses task-centric functionality, that is designed to coordinate user activity and evoke responses based on current project states and conditions. It offers a simplified view of project criticality, financial, and status information that serves managers, executives and any level of project-aware members.
This feature personalizes the PMOC Projects console so that a filtered view of the current users' projects will be displayed. It also helps the user to navigate their projects exclusively and limits the tampering of any other project objects.
The contact editor which resembles the model that appears in VISTA is friendly and offers a host of other functions not found in the former. To ease coding and maintenance, the HOME, WORK and related contact information is segregated into various tabs, making it a better organized form.
The calendar features the typical DAY, WEEK, MONTH and YEAR formats, but can also return the classical layout and the simplified GRID view which is adopted for the task-centric project worker.
This highly functional task timer form is designed to help project workers to track their work progress accurately, and eliminates the traditional use of an EXCEL worksheet required to keep tally on work. Furthermore, the timer log can build or accumulate work performed on a singular task that may span accross segment of hours in a day, or throughout the work week(s). This alleviate the often erroneous and cumbersome use of tallying logic that occurs in paper-based models, or customized EXCEL applications.
This is a useful tool because of its ability to traverse underlying tables and expose critical project data which would usually require in-depth experience or knowledge of the product. Since many of the integral data parts of the project objects are properly cataloged in detail throughout the database, the search tool makes the task of finding data interlaced in layers upon layers of the repository easier and responsive.
The all inclusive editor alleviates the project worker's need to learn complex operations when navigating a projects' portfolio and underlying data objects. It also introduces a new class of embedded tools which is used to regulate the way a user creates and maintains documents. In this way, the editor embraces true RDBMS technology by recomposing a traditional document (such as a project charter), into a recordset which may be traced, controlled, calculated and support SEARCH operations (a previously cumbersome task when a flat document is used). Seen in the tab above, is view of project summary data, and the accorded statistical information which returns critical information about the state, progress of tasks and related financial information.
The ever growing need to adopt structured documentation is resolved by the use of the Project Artifact tool, which enables users to select from a collection of established templates to create highly functional document (though it exists as a recordset, it can be printed out into a WORD document) that adopts FORM, but also demonstrates compliance (CMM, or CMMi) with corporate standards and can subscribe to styles based on the project type or industry.
A key component that clearly missing in most EPM tool is the collective reporting model which operates both as a dashboard, and scorecard to create a responsive and visually appealing console designed to provoke user response. This mannerism evokes the user to engage project centric task to restore into acceptable states, or perform critical tasks in response to a particular change in state.
Designed explicitly to serve the expert user, this console offers a comprehensive navigation tool to engage a majority of the application functions from a single interface. This is also done in the spirit of the expert OUTLOOK user who finds it equally easy to traverse a TREEVIEW representation of key application functions, which serves a greater interest for those who are analytically minded.
The advanced task editor combines the traditional task maintenance features, and the timer function which will help track task performance accurately. Seen in the background is the console for ACCOUNTS.
Adopting the structure employed in many other projects, the database viewer was purposefully introduced to view the underlying project elements to enable report construction, analysis and increase the confidence that critical data is being continously tracked and managed to ensure the highest level of accuracy and integrity. This feature is typically excluded in traditional applications, but it is included in this to alleviate any doubts and to provide direct support for any information that may have been deemed inaccurately recorded by the application.
A MS Excel variation of the product was created to be used explicitly to read project specific data such as requirements, issues, defects and problems into a single packages XLS workbook. This alleviates the need to use the PMOC Manager application, but offers relative functionality for the purpose of review, analysis and reporting, whereby simplifying the PMOC Manager services into a light-weight XLS document that is highly portable and easy to operate. The various worksheets in the XLS document is logically recomposed into a FORM application that provides a comprehensive search tool to perform complex searches accross the entire workbook.
The new and improved Portfolio dashboard includes an project summary view to accommodate the executives, so that may get a quick view of project data by alleviating complex reports. This is an adaptation of the PROJECT EDITOR and combines a series of useful charts that will allow them to analyze specific types of project data that would normally be available through printed reports.
The new and improved Portfolio dashboard offers a variety of views designed for executives. It offers amongst many things a status view that reveals the various status indicators - including financial, resource, schedule, risk that will help them make conscious decisions about the project.
PMOC Manager was created in response from demand by
customers to provide high-customized project reporting
that was not available in MS Project and SureTrak
without the overhead of a fully qualified Project
Portfolio Server, while it embraces document
traceability, issues management, task tracking risk
mitigation formulation which would be combined into a
cohesive application. The resulting application is
a VBA comprehensive package that was high portable,
configurable and can attach itself to literally any
RDBMS database, along with a series of related host
systems. While the initial prototype was developed
inside of Microsoft Project itself, this task proved to
be cumbersome due to its inherent overhead. A
radical step to use VBA would provide the framework
necessary to navigate emerging technologies on the
Microsoft enabled desktop, so that many other
innovations such as SharePoint, Word, Excel, PowerPoint
and ASP.NET services may be integrated directly with the
application.
After years of development, the evolving application
has taken on a life of its own by embracing many of the
contemporary project management, matter management,
document management, version control, change management
principles and practices to create an intelligent
application that is both responsive and flexible enough
to operate on any contemporary Microsoft desktop
platform while retaining a small or no footprint.
This intuitive and highly functional application was designed
to help project managers and intelligent workers to navigate
multiple project centric datasources and providers that provides
a cohesive interface that is easy to operate, and integrate with
existing project infrastructure. As mentioned, it offers a
highly configurable platform to traverse multiple project based
sub-systems to reduce the number of varying applications used on
a daily basis to navigate critical project operations.
Having developed it using Microsoft Access, it creates countless
opportunities to integrate with any RDBMS systems, and work
directly in conjunction with contemporary Microsoft Office
products that is not limited to Word, Excel and SharePoint
services. Since it is packaged into an all-inclusive
simplified application that is highly portable and can operate
on most common Microsoft Office licensed desktop. The near
future release of this application promises to operate on
Windows mobility based platforms with full support for
replication. This application distinguishes itself from
other specifically in the area of accountability and tracing,
which is best described by its ability to associate one project
item with another so that something as simple as a project task
can be easily traced back to a particular meeting, a reported
issue, or a request for enhancement. In this way,
executable tasks may be indemnified as a billable item that may
be accounted for accurately.
The adoption of the OUTLOOK paradigm was employed exclusively
to help contemporary users to overcome a learning curve, and to
serve the ease of portability into a VB.NET and ASP.NET
environment in the future. The design also encapsulates
many user-centric functionality by focusing functions based on
user roles and security. The simplified design also
arranges many of underlying complex operations to ease
navigating many moving parts of the application. it also
prides itself in a picturesque dashboard that designed to
provide project workers a quick look on key project data, direct
access to important functions, and features the current month's
view of the calendar.
Here is a list of other critical features:
OUTLOOK design paradigm
Graphically based DASHBOARD panel
Project history and tracking
Task centric timer function
Graphically enhanced project states
Template based document creation
Styles designed for various project types
User centric project objects
Cohesive console to access all projects
The graphically infused project states available in the
DASHBOARD is also integrated into various other parts of the
application. It provides an intuitive representation of
projects that is easy to read and discern These flags are
also applied in financial panels and reports which adds to it
contemporary indicators of project states.
To ease the workload of the project manager on a daily basis,
a template based document library was created so that many of
integral information be reused throughout various other parts in
the project. In this way, scoping level information that
appears in a Project Charter may transcend into Requirements and
User Acceptance. Furthermore, this design enables
descriptions that are normally deemed useless to be used in very
meaningful ways, making it easy to search, calculate and apply
various quality assurance rules which enhances the accuracy and
quality of the data entered. It creates a valuable
opportunity for project members to write, compose and document
information that will be continuously reused, improved upon and
maintained with a level of accountability that is seemingly
disconnected in most project management information systems that
treat such objects as plain text, whose origins, dictation,
formulas are often poorly recorded, easily tampered with and
does not reflect a clear nature of precedence. For
this reason, a great deal of emphasis is placed upon the JOURNALIZING
feature of the application, which is focused on keeping track of
flow of information, in accordance with the industry's widely
practiced document management rules. In conjunction with
the integrated TEMPLATE services, the project manager is given
wide breath access to document structures so that the entire
portfolio may observe established models. It also enables
the system to log the document sources and information, whereby
enforcing embedded journalizing functions. The use of
STYLES also helps to categorize the TEMPLATES into specific
project applications such as document templates which differ
from construction, integration, technology and education
projects.
Another valuable function which is very helpful is the task
centric TIMER, that will capture accurately the amount of time
employed in engaging a selected task. This innovative
coding is also extended into the graphically enhanced project
status reporting. It is also integrated closely with
DASHBOARDS, REPORT panels and CHARTS which takes
advantage of visual queues and indicators, while it enhanced KPI centric lists.
An additional feature designed to personalize the application
is the introduction of the FAVORITES, which allows the user to
gather specific projects, reports, documents and templates to
serve as a frequently used collection of objects. It also
enables the user to focus project items owned or assigned to
them, and maintain them on a closely monitored list which can be
accessed quickly from a single console.
Again, the PMOC Manager sets itself apart from other
contemporary applications by offering a clear sense of ease,
accountability, re-usability, conformance, comprehensive
functions, graphically based reporting and a host of other
valuable features such as the timer and search tool that makes
every-day project management functions ever so fulfilling.
The PMOC Reader is a light-weight XLS application which is designed to read from an underlying
XLS workbook which is an export document created by the PMOC Manager application. This is designed
to allow user to read specific data extract from the PMOC Manager for a specific project repository.
The underlying SEARCH tool allows user to return records or rows
from the entire collection of worksheets in the workbook.
This packaged tool provides manager, shareholders and financial
analysts to perform their custom analysis operations since the
XLS document may be referenced as valid DATASOURCE.
Furthermore, this analysis and reporting tool serves as a great
compliance review document that can be customized to match any
EDI or XML specification that may employ an XLS document as a
datasource. This application can also be extended under
its own programmatic framework to perform additional reporting,
transformation and processing functions such as interfacing with
external sources and exchanging data with other web services.
There are a small handful of Portfolio Management
applications such as Primavera, Project Portfolio Server and
NIKU which usually requires costly infrastructure and countless
hours of training. Taking all of this into account, the
PMOC Manager creates a simplified model which is designed to
engage existing Microsoft Project databases to name one.
The portfolio management model used by the PMOC Manager is
designed to list the collection of projects along with the
following information:
Project contacts - owners, sponsors
Accounts - accounting contacts and owners
Tasks - executable work package items
Artifacts - SOW, agreements, checklists
Documents - supporting information
Changes - logs requests, enhancements
Problems - defects & issues items
Resources - individuals tasked for work
Reports - comprehensive tools
Financials - graphically enhanced KPI
The project data which is commonly tabulated in traditional PMIS
(Project Management Information Systems) are a little less
friendly and offer limited means of visual organization.
The OUTLOOK type layout coupled with advanced filters makes the
CONTACT, ACCOUNT panels highly functional - which is more
conducive to the analytically minded. The ability to link
a project OBJECT with another offers a layer of RELATIVITY which
has been a critical component to enable ACCOUNTABILITY,
TRACEABILITY and STRUCTURE which has been amiss amongst some of
the most contemporary PMIS applications. The well defined
structure also offers a CALCULATIVE edge which enforces
STRUCTURE and provides the extensibility necessary to support
RATIONAL operations. This allows TASKS to be linked with
MEETING activities, CHANGES to be related with DEFECTS, or
EXECUTABLE TASKS that may be traced back to identified ISSUES.
This information which is tracked and recorded in the underlying
database is used to display critical KPI information.
The intelligent framework which is used to keep track and
record project information into a well-structured and organized
fashion is extended to facilitate template based document model.
It enforces the integrity of the project by creating a cohesive
interface where all types of project-centric data could be
recorded and presented visually through underlying reports, or
by generating highly stylized WORD documents that contain the
stored data. It also allows changes to be properly tracked
which is a literally task when paper based documents are used.
Template based document creation
Change and version control
Traceability and accountability
Extensive search capabilities
Together with the underlying traceability and search capabilities, the
tool creates the means by which documentation would meet
compliance requirements in ways never achieved before.
The underlying MS Access framework allows many of the
operational intelligence found in expensive systems such as
COGNOS and SQL Reporting Service. It allows complex set of
data processing to take place and data to be arranged into
manner suited for presentation by combining EXTRACTION and
TRANSFORMATION via an unlimited number of queries, procedures
and custom processing, while retaining caches information for
future reporting. This gives the manager an added
functionality packaged into a single tool which is does not rely
on cost prohibitive reporting engines.
Construction is underway to release a SERVICE AGENT which has
already been built to service periodic updates, automate report
dispatch, transmit notifications and perform any other related
database operations to ease day-to-day functions that are not
available to existing EPM or project server applications.
The recent release of Web Services Integration Toolkit allows
the PMOC Manager to interface with literally any project
management datasource as long as the WDSL services as apprarent
on-line. This allows the PMOC Manager the added ability to
fetch, read and process project centric data to whatever web
service it required to communicate with and process the required
information. This functionality can be configured with
ease to interface with existing SQL, Oracle and Interbase data
through established web services that are exposed through
standard SOAP or WDSL specifications.
For instance, the L.B.Foster customer has an existing
J.D.Edwards system which requires a simple web service adapter
to be created to exchange discrete project and sales
information, which may be processed using the existing web
framework already built into the PMOC Manager, and requires
minimal programming to limit the information and process the
intrinsic rules before sending the relevant order data to the
host.
Growing interest from customers had given rise to adopt new
features and technologies that will change the face of the PMOC
Manager application. Here are some exciting new ideas for
this already useful application:
Packaging for archived reporting & analysis
Enhanced Exontrol GANTT functions
Deployment of mobility platform
Agent enabled automated reporting
Migration to VB.NET version
Integration with data-dictionary
The key advantage in packaging project data into a concise
database coupled with a set of reporting and analysis tools, is
to provide executives, managers and analysts the ability to view
an individual or a select collection of project information in
self-enclosed state. In this way, the project database may
offer users direct access to underlying data collectively, while
making available to them reports for the purpose of audits,
further study and detailed analysis. Unlike the
traditional method of creating an ACROBAT document, the packaged
version will offer the very same class of analysis, calendar,
document layout, templates, reports, charts and graphs with the
added ability to search, perform calculations and attach
external reports when necessary.
When PMOC Manager is tied with a data-dictionary, it enables
the application to be easily configured to various project or
installation profiles. In this way, the manager
application can be configured at STARTUP to operate with very
specific operational requirements. Furthermore, the
various views can be configured automatically to represent very
specific information and arrangement of fields.