IDTaskModeTask NameDurationStartFinishAug 20.docx
- 1. ID Task Mode Task Name Duration Start Finish Aug 20, '17 Sep 24, '17 Oct 29, '17 Dec 3, '17 Jan 7, '18 Feb 11, '18 Mar 18, '18 Apr 22, '18 May 27, '18 Jul 1, '18 Aug 5 S M T W T F S S M T W T
- 2. F S S M T W T F S S M T 1 PROJECT DESIGN 63 days Mon 9/4/17 Wed 11/29/1 2 DEVELOP FUNCTIONAL SPECIFICATIONS 10 days Mon 9/4/17 Fri 9/15/17 3 DEVELOP SYSTEM ARCHITECTURE 4 DEVELOP PRELIMANARY DESIGN SPECIFICATIONS 20 days Mon 9/18/17 2.5 days Mon
- 3. 10/16/17 Fri 10/13/17 Wed 10/18/17 5 DEVELOP DETAILED DESIGN SPECIFICATIONS 6 DEVELOP ACCEPTANCE TEST PLAN 20 days Wed 10/18/17 10.5 days Wed 11/15/17 Wed 11/15/17 Wed 11/29/17 7 PROJECT DEVELOPMENT 157 days Thu 11/30/1 Fri 7/6/18 8 DEVELOP COMPONENTS 60 days
- 4. Thu 11/30/17 Wed 2/21/18 9 PROCURE SOFTWARE 25 days Thu 2/22/18 Wed 3/28/18 10 PROCURE HARDWARE 25 days Thu 3/29/18 Wed 5/2/18 11 DEVELOPMENT ACCEPTANCE TEST PACKAGE 12 PERFORM UNIT/INTEGRATION TEST 25 days Thu 5/3/18 Wed 6/6/18 22 days Thu 6/7/18 Fri 7/6/18 13 PROJECT DELIVERY 9.5 days Mon 7/9/18 Fri 7/20/18 14 INSTALL SYSTEM 2 days Mon 7/9/18 Tue 7/10/18
- 5. Project: Web Based Tool Date: Sun 7/23/17 Task Split Milestone Project Summary Inactive Task Inactive Milestone Manual Task Duration-only Manual Summary Rollup Start-only Finish-only External Tasks Deadline Progress Manual Progress Summary
- 6. Inactive Summary Manual Summary External Milestone Page 1 ID Task Mode Task Name Duration Start Finish Aug 20, '17 Sep 24, '17 Oct 29, '17 Dec 3, '17 Jan 7, '18 Feb 11, '18 Mar 18, '18 Apr 22, '18 May 27, '18 Jul 1, '18 Aug 5 S M T W T F
- 7. S S M T W T F S S M T W T F S S M T 15 TRAIN CUSTOMERS 1 day Wed 7/11/18 Wed 7/11/18 16 PERFORM ACCEPTANCE 3 days Thu 7/12/18 Mon TEST 17 PERFORM POST PROJECT REVIEW 18 PROVIDE WARRANTY SUPPORT 7/16/18 3 days
- 8. Tue 7/17/18 Thu 7/19/18 1 day Tue 7/17/18 Tue 7/17/18 19 ARCHIVE MATERIALS 0.5 days Fri 7/20/18 Fri 7/20/18 Project: Web Based Tool Date: Sun 7/23/17 Task Split Milestone Project Summary Inactive Task Inactive Milestone Manual Task Duration-only Manual Summary Rollup Start-only Finish-only External Tasks
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- 23. � � � � BudgetNew Web Based Tool Budget EstimatePROJECT TASKSLABOR HOURSLABOR COST ($)MATERIAL COST ($)OTHER COST ($)TOTAL PER TASKPROJECT DESIGNDevelop Functional Specifications80.0$3,100.00$2,499.00$750.00$6,429.00Develop System Architecture160.0$1,200.00$1,500.00$0.00$2,860.00Develop Preliminary Design Specification20.0$300.00$1,295.00$0.00$1,615.00Develop Detailed Design Specifications160.0$1,100.00$1,700.00$0.00$2,960.00Develop Acceptance Test Plan85.0$1,500.00$2,500.00$0.00$4,085.00Subtotal505.0$7,200
- 24. .00$9,494.00$750.00$17,949.00PROJECT DEVELOPMENTDevelop Components480.0$1,700.00$6,250.00$0.00$8,430.00Procure Software (Capital Equipment)200.0$400.00$15,500.00$0.00$16,100.00Procure Hardware (Capital Equipment)200.0$600.00$27,500.00$0.00$28,300.00Developme nt Acceptance Test Package200.0$1,200.00$1,000.00$0.00$2,400.00Perform Unit/Integration Test 180.0$650.00$1,000.00$0.00$1,830.00Subtotal1,260.0$4,550.00 $51,250.00$0.00$57,060.00PROJECT DELIVERYInstall System16.0$320.00$1,750.00$500.00$2,586.00Train Customers8.0$160.00$200.00$612.00$980.00Perform Acceptance Test24.0$480.00$500.00$0.00$1,004.00Perform Post Project Review24.0$480.00$0.00$0.00$504.00Provide Warranty Support8.0$160.00$0.00$0.00$168.00Archive Materials4.0$80.00$150.00$0.00$234.00Subtotal84.0$1,680.00$ 2,600.00$1,112.00$5,476.00PROJECT MANAGEMENTCustomer Progress Meetings/Reports480.0$1,000.00$0.00$0.00$1,480.00Internal Status Meetings/Reports480.0$1,000.00$0.00$0.00$1,480.00Subcontra ctors480.0$1,000.00$0.00$2,500.00$3,980.00Interface to Other Internal Departments480.0$1,000.00$0.00$0.00$1,480.00Configuration Management480.0$1,000.00$0.00$0.00$1,480.00Quality Assurance480.0$1,000.00$0.00$0.00$1,480.00Overall Project Management480.0$1,000.00$0.00$0.00$1,480.00Subtotal3,360. 0$7,000.00$0.00$2,500.00$12,860.00OTHER COSTTravel0.0$0.00$0.00$4,396.00$4,396.00Telecommunicati ons0.0$0.00$0.00$1,759.00$1,759.00Documentation0.0$0.00$0. 00$500.00$500.00Subtotal0.0$0.00$0.00$6,655.00$6,655.00Tot al Project Funding
- 25. Requirements5209.0$20,430.00$63,344.00$11,017.00$100,000. 00 Development & TestingDevelopment & Testing Report - New Web Based Tool (testing results)Test Item Test Condition Expected Result Procedure Pass/FailDefect ID#Browser / DeviceBug Issue Description Owner CommentsSearch Form 1.aStable 5.00CompletePass325670.00Windows 8 (IE10)NoneJasmine McCordnavigation 1.aCritical 5.00Escallated to testing for fixFail325672.00Windows 8 (IE10)Cannot move mouse to menu area without it disappearing. (See screenshot) Jasmine McCordnavigation 1.bCritical 5.00Escallated to testing for fixFail325673.00Windows 8 (IE10)Cannot scroll on pages 4, 6, 8Jasmine McCordsearch form 1.bStable 5.00CompletePass325671.00Windows 8 (IE10)NoneJasmine McCordimage carousel 1-3.aCritical 5.00Escallated to testing for fixFail325674.00Windows 8 (IE10)The left and right arrows in box do nto scrollJasmine McCordCustomer Support Field 1.aCritical 5.00Escallated to testing for fixFail325675.00Windows 8 (IE10)Customer cannot submit form unless all required fields are filled outJasmine McCordNeed an extra 10 lead time for resolution Data Entry Field (feedback)Critical 5.00Escallated to testing for fixFail325676.00Windows 8 (IE10)Some fields get stuck when data entered --> customer cannot get passed field without restarting browserJasmine McCordNeed to resolve asap - Priority level Sheet2 Preliminary Project Charter Worksheet CPMGT/305 Version 12 1 University of Phoenix Material Preliminary Project Charter Worksheet
- 26. Complete this project charter worksheet according to the instructions in section 4.1 of A Guide to the Project Management Body of Knowledge. Completed by: Learning Team A Date: 7/22/2017 1. Project title: New Web Based Tool 2. High-level project scope ( fewer than 50 words) A new performance management process will be created that utilizes a web-based system; providing a convenient way to document and track employee performance goals, provide regularly updated status reports, and a vehicle for managerial feedback. The system will use quantified data for salary/bonus treatment at year’s end. 3. Problem to be solved or opportunity to be realized by this project (fewer than 25 words) The new performance management system will provide an efficient way to quantify employee performance; providing a fairer, more accurate system for performance appraisals. 4. Project purpose or justification including specific measurable business impacts or results (fewer than 50 words) The new performance management system is needed because of the lack of accuracy in past employee performance reviews and merit increases. The new system will provide both qualitative and quantitative data metric data, which will result in providing more precise analysis of employee work performance. 5. Measurable project objectives and related success criteria including metrics (Provide three to four objectives with metrics) · Determine which performance measuring criteria should be implemented into the new system, and describe how the system utilizes it.
- 27. · Develop performance management system platform · Integrate system into company website · Achieve increased employee performance of at least 15% within 12 months of implementation. 6. High-level requirements (fewer than 100 words) The performance management system project will require a hand-selected project team with extensive background in human resources and supervisory management. Two human resource clerks will participate, in addition to a single project manager. The team will also require the services of a software development consultant and her team of two software engineers. The project will be staged in a small suite of offices on the third-floor of the downtown Seattle office. The project will require the purchase of a new web server, and dedicated internet connection during preliminary stages prior to implementation in a production environment. 7. High-level risks (fewer than 100 words) Some high-level risks include: developmental delays, scope creep, excessive change requests, technical difficulties, lack of employee enthusiasm for new performance system. 8. Summary of high-level milestones schedule (identify the major deliverables and subtasks) 1. Develop Employee Performance Grading System · Analyze industry standards, averages · Create methodology for quantifying performance goals/results · Develop template for employee performance status reports
- 28. · Create grading matrix for salary/bonus criteria 2. Develop software platform for Performance Grading System · Develop outline for software development · Create software for Performance Grading System · Pilot test group prior to production rollout · Work out bugs, smooth out feature set · Implementation 3. Company Intranet Integration · Implement Performance Management software into Web space · Develop supervisor feedback system that integrates with PMS · Test and Troubleshoot · Pilot software platform/web site · Full implementation 9. Summary of high-level budget including expense dollars, capital dollars, and headcount (identify costs for major deliverables and tasks identified in the preceding milestone schedule) Deliverables Estimated Cost Due Date DEVELOP FUNCTIONAL SPECIFICATIONS Labor Costs = $7,200
- 29. September 9th, 2017 DEVELOP SYSTEM ARCHITECTURE Labor Costs = $7,000 October 15th, 2017 DEVELOP PRELIMANARY DESIGN SPECIFICATIONS Labor Costs = $4,500 October 18th, 2017 DEVELOP DETAILED DESIGN SPECIFICATIONS Labor Costs = $1,100 November 15th, 2017 DEVELOP COMPONENTS Labor Costs = $600 August 22th, 2017 PROCURE SOFTWARE Labor Costs = $7,200 March 28, 2017 DEVELOPMENT ACCEPTANCE TEST PACKAGE Labor Costs = $1,680 June 6th, 2018 PERFORM UNIT/INTEGRATION TEST Labor Costs = $7,000 July 6th, 2018 INSTALL SYSTEM Labor Costs = $3,200 July 10th, 2018 1 PROJECT PLAN OVERVIEW & PRELIMINARY PROJECT PLANProject Plan Overview & Preliminary Project Plan Team A: Project Selection Criterion One of the biggest decisions an organization makes is what projects to take on. Once a scope of work, bids or a proposal
- 30. has been presented as project material, there are many factors to consider. The most valuable options should be chosen as well as considering goals and objectives of the portfolio of the organization. The benefits of the project as well as objectives are the main reason for choosing a project. Another thing to consider would be the feasibility, what is the likelihood of this project getting off the ground to completion. Timing must be well-thought-out for each project. Some projects are conducted in an emergency state, whereas, some are planned out far in advance. Budget is one of biggest reasons for a project to fail or be successful. A chosen project must maintain allocated funding from stakeholders. The first step for project selection is defining the project and the criteria thereof. The second step is to score the project for where it stands before other projects. The last step inform stakeholders for approvals For this particular project the criteria behind this project being chosen was the sales force needed a web-based tool that could help in managing client accounts, track sales and maintain customer proposals. It was chosen due to the value of customer satisfaction verses budget constraints. The benefits to cost ratio was analyzed and found to be a profitable advantage for the sales team and their customers. The payback period was examined; the findings were that within a five year period the payback would be higher than cost of project. As the sales team begin to manage their customers with a more organized position, they can take on more customers and keep satisfaction and personable service while maintaining production. Stakeholders chose this project for growth of clients. Another criteria for selection was time management. With the purchase and implementation of this web-based tool, the sales force will have the tools to preserve client accounts in a timely fashion. The web-based tool has the ability to notify sales and clients when their products are low. The tool is also has the ability to perform data-based functions. The sales team
- 31. inputs what products the client has. The client uses the tool for production accountability. When stock gets low, the tool sends notification to that client’s sales person for further ordering direction. This cost value and customer satisfaction was criteria for stakeholder decision Overview The nature and scope of this project is to develop a web based tool for a client organization. Team A works for an information technology organization. A client has asked our organization to help build and implement a new web-based internal management system for their sales department to manage their customer accounts. Our client’s sales managers and sales executives will use this tool to develop account plans for their customers and to track their own sales results and be able to extract a sales report for each sales representative at each quarter. The focus of this project is to be able to deliver a program that sales representatives can manage easily anywhere and be able to pull statistical information about their clients and themselves and sales criteria. The purpose of this internal management system implementation is to help our clients sales department get more organized and be able to input their client’s information and be able to build programs specific to the needs of their clients. This implementation will also allow the sales representatives to be able to manage their client base much easier and be able to track their clients progress and also be able to keep up to date statistical information in their systems about their clients as well. This system is being customized and developed specifically to fit the needs of our client and requirements to meet the client’s needs internally. The long term goal is for our client to be able to manage their clients much better and be able to address their needs in a more specific fashion. We will be developing the project based on the following criteria; · A description of your internal client's requirements for this sales and account management system. · Identification and engagement of the appropriate stakeholders
- 32. to define the requirements for the new system. · Development and testing of the system. · Implementation of the system. · A method for obtaining client feedback. Task Project Manager Due Date Owner A description of your internal client’s requirements for this sale and account management system TBD August 14, 2017 TBD Identification and engagement of the appropriate stakeholders to define the requirements for the new system. TBD August 14, 2017 TBD Development & Testing for the system TBD August 14, 2017 TBD A Method for obtaining client feedback TBD August 14, 2017 TBD Preliminary Project Schedule Preliminary Budgetary Plan Reference PMI (2013) Project Management Institute. A Guide to the
- 33. Project Management Body of Knowledge (PMBOK Guide) - 5th Edition