The document presents a Gantt chart showing the timeline and dependencies for tasks in a project to develop a new web-based tool. The project includes tasks to design specifications, develop components, procure software and hardware, conduct testing, deliver the system, and provide training and support. The project is scheduled to take approximately 7 months from start to finish.

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

9. Deadline
Progress
Manual Progress
Summary
Inactive Summary
Manual Summary
External Milestone
Page 2
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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