Why we’re all here…Today we’ll talk about using Project Planning and the tools in the Project Info Center to standardize workflow, reinforce procedures, and build QA/QC into the Project Management process. We’ll discuss how Vision Workflow, Activities, global reports and custom fields unite to support the Project Manager, and communicate needs to the project team and beyond.
What is your PM process? Your process dictates the data you need to work with and collect, how you’ll collect it, as well as providing the gauge for QA/QC through standardization.
Why unify Vision with your PM process?Project Management is how we make our money…
Sometimes a User’s need for data is the best motivator to get them to enter it – Project descriptions.Data in it’s Place – Sample in two pages.
Before Vision we had 27 Access databases, each held different kinds of information. One of the last databases integrated into Vision was Construction Services – a key output from that database was the Shop Drawing Index. Since the Index helps us identify contractors, link them to the part of the project for which they are responsible, track shop drawings received and their status, we wanted to keep it going, but use software instead of sneaker-ware to keep it running. The new index is fed by contractor info defined in the Client IC, linked to the project, shop drawing receipt and status is tracked in a web application, with an updated SSRS report run nightly and stored on a website outside our firewall. Using a pin number, contractors can log in to that page and view the status of shop drawings submitted on any project with which they’re linked.
Because the data we collect is persistent and historically important , we decided to collect it within Vision. This data sits in a table in Vision and is used to create reports accessed from within and outside Vision
Deltek Insight 2010: Using Vision to Strengthen the Project Management Process
VI-239 Using Vision toStrengthen the ProjectManagement ProcessPresented by:Char Kaiser, Baxter & Woodman, Inc.