Simple 5 Stage Approach
- Plan what needs to be done
- Create list of
Features
Products
Or
Outcomes
to be delivered
- Check you have everything ready, before starting
- Get the work done
- Hand over / delivery
- Review
Budgeting
Included as standard
- Quick, single click to edit any item
- Resouces
- Time
- Cost by hour or day
- Fixed cost items
- Who
- Bought In Items / Materials
- Quantity
- Unit price
- Fixed cost items
- Supplier / Provider
- Costs can be analysed by
- Budget
- Estimated
- Agreed rate
- Quotation
- Feature
- Priority
Priority
Due to cost, time or availability issues, customers may not be able to have all the features they would like.>
MoSCoW prioritization is available, if required:
- Must Have
i.e. The windows must be double glazed
- Should Have
They should have security locks
- Could Have
They might have blinds
- Won't have now
Anti glare film
Planning
Planning is a key element of every successfull project.
PerformWork's flexible approach enables you to plan each stage of your project in as much or as little detail as your project requires.
Every project starts with the 5 basic stages, you can easily add / remove stages.
- Pre-Project
- Agree requirements with customer
- Design / Select method of delivery
- Decide who is doing what
- Establish required resources, their availability and costs
- Initiation
- Perform the Work [The Build Stage]
- Hand Over and Project Closure
- Review
Milestones
Can be added to at any time and to any stage of the project and are shown on planning Gant charts.
4 different symbols available, usefull if there are different classes of milestone. i.e. Financial, time, team related.
Requesting Work To Be Done
Create, edit, save and distribute work packages.
A work package is a record of what has been agreed that a contractor, suppplier, team leader or team member will deliver.
- Work to be done
- Product to be produced
- Goods to be supplied
A works package can be as simple or as detailed as the situation requires.
Risk Register
Built in risk register enales you to keep a record of the risks relating to your project that have been identified and your plan of action, should an event occur.
You can view those pertaining to the selected project or to all your projects.
Identifying, documenting and exception planning are an important part of successful project management. It is often the simple things that derail a well planned project. i.e. Not checking the holiday schedule of key workers.
Reporting
Small projects require simple but sometimes extensive reporting.
Performwork contains a simple report generator tool, you select which of the following sections you want in a report:
- Business Case
- Management Approach
- Project Scope
- List of Products [Features]
- Project Stage Plans
- Budget
- Risk Register
- Roles and People
A couple of clicks and Performwork generates the report as a printable HTML document.
Each section is also available as a seperate report
Managing Change
When you start a project nothing is guaranteed, things happen, you can record what they are, the impact they had on the project and how they were resolved.
- Change Requests
Customer wants to change what was initially agreed
- Off Specification
This is when something that should be provided by the project is currently not going to be.
This may be a missing product or a product not meeting its specification.
- Other Issues or Problems
This category captures any other issues which the project manager needs to resolve or escalate. i.e. Key team member off with broken leg!
Logging changes can help prevent disputes over additional costs, overruns later on.
Gantt Charts
The following are available as Gantt charts:
- Planning schedule
- Work plan
Library & Glossary
The built in reference library enables you to link documents or URLs in a variety of ways.
Glossary
If involved with technical projects you will find the Glossary an absolute must, as it will help you keep track of acronyms and technical terms.
To Do Lists
The To Do list doubles up as a Daily Log which you can use to keep a track of who is doing what and the % of work done.
- To Do List for each project
- Personal To Do List
Entries can be classified as:
- Urgent
- Important
- Normal
- Low
When logging in, if there any urgent actions outstanding your To Do list will be automatically be displayed.
Project Website
- Create a virtual website for your project in 30 seconds
- No specialist technical knowledge required
- Built in bulletin board where you can post messages
- Real time reports can be added to the site
- Great for social projects
- Quick and easy way to keep people informed about your project
Lessons Learned
Effective project management is about learning from experience, this log enables you to record:
- The Good
Better than expected
- The Bad
Something went wrong but the issue was resolved
- The Ugly
Why customer dissatisfied with project outcome