Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill...
-
Upload
rachel-bird -
Category
Documents
-
view
212 -
download
0
Transcript of Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill...
![Page 1: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/1.jpg)
Project Insight PM Tool Overview
January 20th, 2010
Phoenix Working Group Meeting
David Hamill
Director, Project Management Office
![Page 2: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/2.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 2
Goals
• Demonstrate Project Tools
• Project Insight Overview
• Help Project Facilitators in project development and facilitation
• Promote the use and understanding of Project Insight throughout HL7
![Page 3: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/3.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 3
Searching for a Project
Ways to search for an HL7 Project:
• Searchable Project Database
• GForge TSC File
• Project Insight
![Page 4: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/4.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 4
Searchable Project Database
![Page 5: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/5.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 5
Searchable Project Database (cont’d)
![Page 6: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/6.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 6
Searchable Project Database (cont’d)
![Page 7: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/7.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 7
Search Parameter: Project Type
![Page 8: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/8.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 8
Search Parameter: Status
![Page 9: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/9.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 9
Search Parameter: Product Type
![Page 10: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/10.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 10
Search Parameter: Date
![Page 11: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/11.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 11
Summary View – Searchable Project Database
![Page 12: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/12.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 12
Detail View – Searchable Project Database
![Page 13: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/13.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 13
Full Project Report in GForge (TSC File tab)
![Page 14: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/14.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 14
Full Project Report in GForge (TSC File tab)
![Page 15: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/15.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 15
Full Project Report in GForge (TSC File tab)
![Page 16: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/16.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 16
Search – GForge TSC File
![Page 17: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/17.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 17
Features
Project Insight is a 100% web-based project management software application with tools that offer many strategic benefits to HL7; such as:
• Project scheduling
• Flexible reporting
• Project templates
• Customization (Administrator Function)
![Page 18: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/18.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 18
Getting Started
• How to get to Project Insight
Via www.HL7.org Participate > Tools & Resources, under Project Tracking Tools
URL: healthlevelseven.projectinsight.net (no ‘www)
• Username / Password
Each Work Group and Steering Division has one for creating/managing projects
![Page 19: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/19.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 19
Getting Started
![Page 20: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/20.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 20
Welcome Screen
![Page 21: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/21.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 21
Recommended Home Page View
![Page 22: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/22.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 22
How do Projects get into Project Insight
How do projects get into Project Insight
• Project Scope Statements (req’d for Active Projects)
• 3 Year Plan Items (no PSS required – just high level info)
Data entry typically done by the PMO, but can be done by the Project Facilitator.
![Page 23: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/23.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 23
HL7 Project Scope Statement – NEW 2010 Version
![Page 24: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/24.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 24
PSS Location: Participate > Templates
![Page 25: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/25.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 25
Search – Project Insight
![Page 26: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/26.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 26
Search – Project Insight (cont’d)
![Page 27: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/27.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 27
Viewing the Project Scope Stmt in Project Insight
![Page 28: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/28.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 28
Entering Project Scope Stmt Info into Project Insight
![Page 29: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/29.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 29
Project Scope Stmt to Project - Add Page
![Page 30: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/30.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 30
Project – Add/Edit Page (General Tab)
![Page 31: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/31.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 31
Project – Add/Edit Page (Custom Fields Tab)
![Page 32: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/32.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 32
Project Folder Hierarchy (Project>Folder>Doc)
![Page 33: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/33.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 33
Project Schedule (Optional)
![Page 34: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/34.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 34
Project Facilitators
Two types: Work Group and Steering Division
• Work Group:
Function as project’s point person
Complete/update project documents: PSS, CBC, NIB
Secure approvals/address questions by WG, SD, TSC
Provide Updates to SD Project Facilitators or PMO
• Steering Division:
Manage their SD’s project portfolio
Request Updates from WG Project Facilitators
Mentor WG PFs; Active PS WG member
![Page 35: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/35.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 35
Project Approval Process
1. Project Facilitator creates a Project Scope Statement (PSS).
2. Sponsoring Work Group reviews and approves the Project Scope Statement.
3. The Project Facilitator emails the PSS to the appropriate Steering Division(s) and the HL7 Project Management Office ([email protected]).
4. PMO reviews the Scope Statement (this occurs simultaneously with step 5).
5. Steering Division reviews and approves the PSS
![Page 36: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/36.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 36
Project Approval Process (cont’d)
6. The Steering Division submits Scope Statement to TSC for TSC approval.
7. The PMO audits the PSS approval process and enters approval dates in Project Insight.
8. The PMO and Project Services Committee ensure that HL7 project methodology is adhered to.
The approval process is also located in Appendix B in the Project Scope Statement Template
![Page 37: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/37.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 37
Next Steps for PMO, SD PFs, PS WG
• Close out the Project Review and Cleanup Effort
All 3 Year Plans will reside in Project Insight
All projects will contain a current Project Status
• Enhance the SD PF Project Update Process
• Modify the Project Approval Process
![Page 38: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/38.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 38
References
Project Scope Statement Template via www.HL7.org Participate > Templates
via www.HL7.org Participate > Work Groups• Project Services Work Group Documents/Presentations Page
• TSC Co-Chairs Utilities link
GForge > Project Services Doc tab
Project Approval Process Project Scope Statement Template – Appendix B
GForge > Project Services Doc tab
Search HL7 Projects via www.HL7.org Participate > Tools & Resources > Project Tracking Tools:
• Search Current Projects from Project Insight link
• HL7 Project Homebase (GForge) > TSC File tab
Project Insight URL (no ‘www’) via www.HL7.org Participate > Tools & Resources > Project Tracking Tools
![Page 39: Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office.](https://reader035.fdocuments.us/reader035/viewer/2022081602/5514d77155034693478b52cf/html5/thumbnails/39.jpg)
January, 2010 WGM - Phoenix Project Insight Overview 39
Questions / Discussion / Feedback
• [email protected] or [email protected] (734) 677-7777
• [email protected] (Project Services Work Group listserv)