PMIS Course Part 2 – PMIS in Practice

University of Tehran, Project Management Information System (PMIS), Dr. Sasan Hosseyni, xwir@yahoo.com, 2018 1
University of Tehran
College of Engineering
School of Industrial Engineering
“Master of Science in Engineering” Program
Project Management Information System
PART 2 – PMIS in Practice
2018 Fall Semester
Dr. Sasan Hosseyni
XWIR@yahoo.com

Outlines:
• PART 1 Definitions (IS, PMBOK, PMIS)
• PART 2 PMIS in Practice
• PART 3 Earned Value Management
• PART 4 Business Process Management
• PART 5 Enterprise Resource Planning
• PART 6 Enterprise Architecture (for a Project Based Org.)
• PART 7 Implementation Methodologies
• PART 8 Organizational Change Management
• PART 9 Implementation Critical Success Factors
• PART 10 Academic Researches

Outlines for PART 2 (PMIS in Practice):
1 Typical Software for Project Management
2 Scheduling & Critical Path Method (CPM)
3 Risk Management
4 Document Management
5 Human Resource Management
6 Procurement Management
7 Warehouse Management
8 Daily Records (Daily Report)
9 Quality Management & HSE
10 Managerial Accounting & Financial Accounting
11 Team Collaboration
12 Meeting Management
13 Knowledge Management
14 Business Intelligence

Typical Software for Project Management
1

DRP
BZI
CPM
RSK
FIA
HSE HRM
QCA
CPM RSK PRO WRH DRP PMA
DCM
FIA
HSE HRM
QCA
DCM
INT: Application Integration (and Interfaces to other systems)
BPM (Business Process Management)
Scheduling (CPM)
BPR COL MTN EML
KMP
Risk Management
Document Control (Part of PLM)
Archiving Project Documents
Purchasing, Material Tracking, Logistic
Warehousing
Inventory Control
Daily Report/Record & Issue Mgmt
Quality Control & Quality Assurance
Health, Safety, Environment
Project Management Accounting
Financial Accounting
& Payment System
Human Resource Management
& Payroll
Knowledge Management System (IS Part)
Portal
Best Practices & & lesson learned Mgmt
Work Collaboration and Issues Mgmt
Meeting Minutes
Email & OAs
Business Intelligence (Dashboard & KPI)
Business Process Management System

Slide No. 5.
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
We will focus exclusively on this topics (highlighted background)
Also, these topics are also related to our discussion (highlighted font)
In the upcoming slides:
DRP
BZI
CPM
RSK
FIA
HSE HRM
QCA
DCM
FIA
HSE HRM
QCA
DCM
INT: Integration (and Interfaces to other online and web based automated systems)
BPM (Business Process Management) GPR COL MTN EML
KMP
PRO

FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
CPM
Scheduling & Critical Path Method (CPM)
2

FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
Critical Path Method (CPM)
A method used to estimate the minimum project duration and determine
the amount of schedule ﬂexibility on the logical network paths within the
schedule model. (PMBOK 6th)
CPM
CPM

FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
CPM
CPM
CPM
RSK
DCM
PRO
WRH
DRP
QCA
HSE
PMA
FIA
HRM
INT
BPM
BZI
KMP
GPR
COL
MTN
EML
Slide No. 5
A
.
B
A
.
C
A
.
D
Strong relationship
Medium
Weak

Relationship
Between Domains
Scheduling
Send (Outbound) Receive (Inbound)
Risk Mgmt ? ?
Procurement Mgmt ? ?
Daily Records ? ?
PM Accounting ? ?
HRM ? ?
Integration ? ?
Business Intelligence ? ?

ENG
MTO
STO
MR
SR
TDR
TDR
Contract
Contract
SO
MAN
Engineering Procurement
SHIP PL DAS
FAT
Construction
INV
Financial
WR
O.P.
BILL I.P.
Budget Release
PO
DR
CNS
Design
WPS
WPS
Work Package, Activity, Duration, Dependencies
 CPM
WP (Procurement)
WP
Construction
WP (Engineering)
CPM

Engineering
• Civil
• Mechanical
• System 1
• System 2
• Electrical
Procurement
• Mechanical
• Package 1
• Package 2
• Electrical
Construction
• Civil
• Area 1
• Area 2
• Electrical
WBS Activities
Dependencies
Resources, Duration
Work Packages, Activities
CPM

FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
CPM
The essential technique for using
CPM is to construct a model of
the project that includes the
following:
1- A list of all activities required
to complete the project
2- The duration that each activity
will take to complete
3- The dependencies between
the activities
Activity Name Duration Predecessors
A 6 -
B 3 A
C 5 A
D 3 B
E 4 C
F 1 D,E
CPM Calculation

A 6
C 5
B 3
E 4
D 3
F 1
CPM
Network
Activity Name
Duration (Day)

1 6
A 6
7 11
C 5
7 9
B 3
12 15
E 4
10 12
D 3
16 16
F 1
CPM
Critical Path Method - Forward Calculation
Start Calculation
ES =1
EF (Early Finish) = ES + Duration – 1
ES (Early Start) = MAX (EF of Predecessor) + 1
Finish Calc
ES EF
Activity Name
Duration (Day)
Start

1 6
1 6
A 6
7 11
7 11
C 5
10 12
7 9
B 3
12 15
12 15
E 4
13 15
10 12
D 3
16 16
16 16
F 1
CPM
Critical Path Method – Backward Calculation
Start Calc
LF = EF = 16
LS (Late Start) = LF – Duration + 1
LF (Late Finish) = MIN (LS of Successor) – 1
Finish Calc
LS LF
ES EF
Activity Name
Duration (Day)
Start

1 6
1 6
A 6
0 0
7 11
7 11
C 5
0 0
10 12
7 9
B 3
3 0
12 15
12 15
E 4
0 0
13 15
10 12
D 3
3 3
16 16
16 16
F 1
0 0
CPM
Critical Path Method – Critical Path
Critical Path:
where TF = 0
Finish Calc
TF (Total Float) = LS – ES OR LF – EF
FF (Free Float) = ES of Successor – EF of Present - 1
LS LF
ES EF
TF FF
Activity Name
Duration (Day)

CPM
Critical Path Method – Result!
A
C
E
F

PS: Human, Machinery, Service, Cost
P6: Labor, Non-Labor, Expense
MSP: Work, Material, Cost
PS & P6 & MSP: WBS
PS: Network Header
P6: Summary Bar
MSP: Summary Task
PS & P6 & MSP: Milestone
PS: Network Activity
P6: Activity, MSP: Task
PS: Activity Element
P6: Step
PS: Material Component
P6 & MSP: Material
PS: Human, MSP: Work
SAP, PS Oracle, P6 Microsoft, PP
PS: Documents
P6: Documents & WP
MP: Documents
Expenses
CPM
Dr. Sasan Hosseyni
XWIR@YAHOO.COM

SAP
PS
Oracle
P6
Microsoft
PP
Organizing Main Elements:  EPS, OBS, RBS  (Also Sub Project)
Resource Leveling:   
Role Based Scheduling:  (Generic Resource)  X
Organizing the Works:  (Meta-Data)  (Activity Code) X
Scheduling Scenarios: Bottom Up Bottom Up Top Down/Bottom Up
Scheduling Methods: Manual & Automatic Automatic Manual & Automatic
Type, Duration, %: 4, 3, 2 (Custom) 6, 4, 3 12 Methods/Custom
Multiple Relationships: X  X
Milestone Relationships:   X
EV Technique:   (& Good ETC Calc.) 
Issue & Thresholds & Risks   (Automatic) X
Graph & S-Curve & Layout:   X
Calendars and Constraints:  (& Recurring Tasks)  (Activity worktime) 
User Defined Fields:  (& Formula)  (But Global Change) 
Mass Changes: X (But Macro)  (Global Change) X
Work Path:   X
Security: Permission Modes Profiles + OBS ACL + Authorization
PP: Project Professional
P6: P6 EPPM
PS: Project System Module
CPM

Machine Learning techniques to provide better
estimations! (time/cost/resource)
Artificial Intelligence ensures that schedules follow
all pre-determined business rules!
Mobile Applications provide real time access to
schedules and could be used as a platform to report
the status of activities by workers
. . .
Technology trend and future of scheduling

Risk Management
FIA
HSE
HRM
QCA
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
CPM
RSK
RSK
3

FIA
HSE
HRM
QCA
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
Project Risk Management
Project Risk Management includes the processes of conducting risk
management planning, identification, analysis, response planning, response
implementation, and monitoring risk on a project. The objectives of project
risk management are to increase the probability and/or impact of positive
risks and to decrease the probability and/or impact of negative
risks, in order to optimize the chances of project success. (PMBOK 6th)
CPM
RSK
RSK
RSK

RSK
CPM
RSK
DCM
PRO
WRH
DRP
QCA
HSE
PMA
FIA
HRM
INT
BPM
BZI
KMP
GPR
COL
MTN
EML
RSK

ENG
MTO
STO
MR
SR
TDR
TDR
Contract
Contract
SO
MAN
SHIP PL DAS
FAT
Construction
INV
Financial
WR
O.P.
BILL I.P.
Budget Release
PO
DR
CNS
Design
WPS
WPS
Risk
WP (Procurement)
WP
Construction
WP (Engineering)
RSK

RSK
Risk Management
Tools & Techniques
(PMBOK)
Risk Mgmt Processes 
Plan
Risk
Management
Identify
Risks
Perform
Qualitative
Risk
Analysis
Perform
Quantitative
Risk
Analysis
Plan
Risk
Responses
Implement
Risk
Responses
Monitor
Risks
Expert judgment Which software may help? X X X X X X
Data analysis ? X X X X X X
Meetings ? X X X X
Interpersonal and team skills ? X X X X X
Data gathering ? X X X
Prompt lists ? X
Data representation ? X
Risk categorization ? X
Representations of uncertainty ? X
Decision making ? X
Strategies for threats ? X
Strategies for opportunities ? X
Contingent response Strategies ? X
Strategies for overall project Risk ? X
PMIS! Oracle Risk Analysis, @Risk, …! X
Audits ? X

Technology trend and future of Risk Mgmt
 Automated operational risk estimation by WBS analysis
 Substitution expert judgment via Lesson learned repositories
 Evaluation of RBS by text mining and DSM
 Uncertainty distribution estimation by pre-trained CNN
 …

Document Management
FIA
HSE
HRM
QCA
PRO
WRH
DRP
PMA
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
CPM
RSK
DCM
DMS
4

FIA
HSE
HRM
QCA
PRO
WRH
DRP
PMA
GPR
COL
MTN
EML
KMP
INT
Document Management System
Is a system used to store, disseminate, track, and manage documents. Most
are capable of keeping a record of the various versions created and modified
by different users (history tracking).
Some Components:
• Capture
• Data Validation
• Storage & Indexing
• Retrieval
• Distribution & Publishing
• Workflow
• Collaboration
• Versioning
• Searching
• Hard copy reproduction
BPM
BZI
CPM
RSK
DCM
DMS
DMS
DCM
CPM
RSK
DCM
PRO
WRH
DRP
QCA
HSE
PMA
FIA
HRM
INT
BPM
BZI
KMP
GPR
COL
MTN
EML

FIA
HSE
HRM
QCA
PRO
WRH
DRP
PMA
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
CPM
RSK
DCM
DMS
cuSmarText

ENG
MTO
STO
MR
SR
TDR
TDR
Contract
Contract
SO
MAN
SHIP PL DAS
FAT
Construction
INV
Financial
WR
O.P.
BILL I.P.
Budget Release
PO
DR
CNS
Design
WPS
WPS
Document Control
WP (Procurement)
WP
Construction
WP (Engineering)
DMS

FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
Project (EPC Phases)
Engineering
Procurement
Construction
Requisition
Material
Equipment
Machinery
Service
Design
DMS
Project Level

Engineering
Conceptual
Basic Design
Detailed Eng.
Vendor’s
Documents
Review
Shop
Drawings
As Built
Procurement
33
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
Construction
DMS
Project  Engineering
Phase Level

Mechanical Electrical
Shop Dwgs
Procurement
I & C
Civil
34
Internal Discipline Check (IDC) Level
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
DMS
Project  Engineering  Detailed Engineering

System 1
Package 1
Procurement
Civil
Electrical
I & C
Package 2
System 2
Package 3
Package 4
Activity/Task (Atomic Object) Level
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
DMS
Project  Engineering  Detailed Engineering  Mechanical

FIA
HSE
HRM
PMA
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
Design
IDC
1st Internal
Approval
1st Issue
1st Plot
Applying
Comments
2nd IDC
2nd Plot
2nd Internal
Approval
36
Resource & Event Level
QCA
CPM
RSK
PRO
WRH
DRP
DCM
CLIENT
Needs Resources
Event
DMS
Project  Engineering  Detailed Engineering  Mechanical  Package 1  Document No.7
Document No. 7

Construction
Document 15
(I & C)
CLIENT
Procurement
Document 2
(Civil)
Document 6
(Mechanical)
Send/Receive
Date? Transmittal?
…
….
……
….
…..
..
….
……
…..
37
Dependencies & CPM
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
Predecessors
Successor
Scheduling Level III
DMS
Project  Engineering  Detailed Engineering  Mechanical  Package 1  Document No.7
Document No. 7

 Cloud
 Multi - Format
 Multi - Channel
 Social and Collaboration Features
 Adjustable Services
 Online security
 Comparison and versioning Tools
 Compression Tools
 Voice Integration
 OCR (Optical Character Recognition)
 Multi - Language (real-time translation)
 …
DMS
Technology trend and future of Document Mgmt

Human Resource Management
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
HRM
5

FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
HRM
Human Resource Management System
A HRM System facilitates hiring and termination, employee performance
reviews, employee development and training, and recognition and rewards
HRM
HRM
CPM
RSK
DCM
PRO
WRH
DRP
QCA
HSE
PMA
FIA
HRM
INT
BPM
BZI
KMP
GPR
COL
MTN
EML

FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
HRM
A Timesheet system
Is a system for recording the amount of a worker's time spent on each jobs. One
of the major uses of timesheets in a project management environment is
comparing planned costs versus actual costs, as well as measuring employee
performance, and identifying problematic tasks. Also, a Timesheet system could
provide data for payroll calculations

FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
CPM
Activities +
Dependencies +
Durations +
Resources +
Discipline Employee
Mech Sasan 10H 0H 15H 0H
Mech Bijan 40H 0H 20H 0H
Civil Ali 0H 10H 0H 8H
Electrical James 0H 8H 0H 8H
Design
1st Int. Approval
Applying Comments
2nd Int. Approval
Workflow & Versioning
Transmittal & Record Communication
PS
P6
MP
SAP HR Timesheet, PS CATS
P6 Timesheet
MP Timesheet Center
SAP DMS
Unifier OR CM
SharePoint
DMS HRM
Timesheet

P6 OR Unifier
Activity & CPM
P6 (Timesheet) OR
Unifier (Timesheet
business process)
H. Resource
Unifier OR Contract Management OR OBPM
Workflow & Event
43
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
Oracle
DMS HRM

PS Module (Project System)
Activity & CPM
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
SAP
DMS Module (Document Management System)
Workflow & Event
Timesheet
PS CATS, OR
HR Module
H. Resource
DMS HRM

Timesheet Center
H. Resource
MP / PP
Task & CPM
SharePoint
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
Microsoft
Also, MP+ Dynamics SL/AX +
SharePoint
DMS HRM

 Promote Diversity and Inclusion
 The Trend of Work From Home (WFH)
 Cultivate Critical Thinking, Soft Skills, Digital Skills
 Artificial Intelligence (AI) and Machine Learning
 Train the Workforce with Virtual Reality (VR) and Augmented Reality (AR)
 Creativity in Recruitment and Learning Management System (LMS) for Training
 …
Technology trend and future of Human Resource Mgmt

Procurement Management
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
PRO
6

PRO
CPM
RSK
DCM
PRO
WRH
DRP
QCA
HSE
PMA
FIA
HRM
INT
BPM
BZI
KMP
GPR
COL
MTN
EML

FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
PRO
Procurement, Expediting, Logistics
Procurement Management includes the processes necessary to purchase or
acquire products, services, or results needed from outside the project team.
Project Procurement Management includes the management and control
processes required to develop and administer agreements such as contracts,
purchase orders, memoranda of agreements (MOAs), or internal service level
agreements (SLAs). The personnel authorized to procure the goods and/or
services required for the project may be members of the project team,
management, or part of the organization’s purchasing department if applicable.
(PMBOK 6th)
Expediting is a concept in purchasing and project management for securing the
quality and timely delivery of goods and components. The procurement
department or an external expeditor controls the progress of manufacturing at
the supplier concerning quality, packing, conformity with standards and set
timelines.
Logistics Management plans, implements, and controls the efficient, effective
forward, and reverse flow and storage of goods, services, and related
information between the point of origin and the point of consumption.
PRO

ENG
MTO
STO
MR
SR
TDR
TDR
Contract
Contract
SO
MAN
SHIP PL DAS
FAT
Construction
INV
Financial
WR
O.P.
BILL I.P.
Budget Release
PO
DR
CNS
Design
WPS
WPS
Procurement, Expediting, and Logistics
WP (Procurement)
WP
Construction
WP (Engineering)
PRO

FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
SAP
Oracle
Microsoft
Material
Requisition
Triggers for start:
Project Scheduling
Or Manual
Tender
Bid
Evaluation
Contract Manufactur Shipment
Delivery At
Site
SAP MM
Purchase
Requisition
Exist + PS
MM
PU
RFQ
MM
PU
RFQ
MM
PU
Contract
LE
Delivery
Inbound
Outbound
LE
Shipment
MM
IM
GR
P6 
Unifier 
Oracle ERP
CM (Pro.)
Unifier (PDM)
Oracle ERP
CM (PO)
Unifier (PDM)
Oracle ERP
X
X
Oracle ERP
CM (MM)
Unifier (PDM)
Oracle ERP
CM (Pro.)
Unifier (PDM)
Oracle ERP
MP  X
Dynamics
SL, AX, NAV
X
Dynamics
SL, AX, NAV
X
Dynamics SL
SL, AX, NAV
X
Dynamics
SL, AX, NAV
X
Dynamics
SL, AX, NAV
X
Dynamics
SL, AX, NAV
X
X
Oracle ERP
PRO

 e-Procurement
 Data Science (weather, roads, .. to better transportation)
 Blockchain
 Cryptocurrency
 …
Technology trend and future of Procurement Mgmt

Warehouse Management
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
WRH
7

FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
WRH
Warehouse Management System
Can be used to track the inventory of a single warehouse, track In & Out
transactions, and to manage the distribution of project materials between
several warehouses. The main goal is to ensure availability of materials for
project needs.
WRH
WRH
CPM
RSK
DCM
PRO
WRH
DRP
QCA
HSE
PMA
FIA
HRM
INT
BPM
BZI
KMP
GPR
COL
MTN
EML

FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
SAP
Oracle
Microsoft
DAT Receipt
Inventory
Control
Manifest
Between
Warehouses
Issue
(Send)
Consume
Material
Inventory
Accounting
SAP MM
IM
Good Receipt
Unifier (PDM)
Oracle ERP
X
Dynamics AX
Dynamics SL
MM
IM
Good Receipt
X
Oracle ERP
X
Dynamics AX
Dynamics SL
MM
IM
Good Transfer
X
Oracle ERP
X
Dynamics AX
Dynamics SL
MM
IM
Good Issue
X
Oracle ERP
X
Dynamics AX
Dynamics SL
FI
Asset
X
Oracle ERP
X
Dynamics AX
MM
IM
(+ LE WM)
PS +
and MM
SES
P6/Unifier (PDM)
Oracle ERP
MP
Dynamics SL
X
Dynamics AX
Dynamics SL
Note: Primavera Unifier can create an inventory of all assets. But, this function is a part of the Preventive Maintenance Module
Warehousing is a complex domain. It is really hard to develop a solution for inventory management based on SharePoint
Microsoft Office Accounting: One of the best systems available for accounting! But, for small businesses!
X
Oracle ERP
And Material
Requisition
WRH

 IOT, RFID, …
 Sharing Inventory (Between companies)
 Virtual Reality Concept for Warehouse Simulation
 …
Technology trend and future of Warehouse Mgmt

Daily Records (Daily Report)
FIA
HSE
HRM
PMA
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
QCA
CPM
RSK
PRO
WRH
DRP
DCM
DRP
8

FIA
HSE
HRM
PMA
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
Daily Records (Daily Report)
Daily reporting in construction helps stakeholders understand what
happened on the site and the project's health. It includes registration of all
Site Events, Work Location, Work Progress, Work Completed, Consumed
Materials, Work Visitors, Comments, Notes, Occurrences, Weather
conditions, ...
QCA
CPM
RSK
PRO
WRH
DRP
DCM
DRP
DRP
DRP
CPM
RSK
DCM
PRO
WRH
DRP
QCA
HSE
PMA
FIA
HRM
INT
BPM
BZI
KMP
GPR
COL
MTN
EML

ENG
MTO
STO
MR
SR
TDR
TDR
Contract
Contract
SO
MAN
SHIP PL DAS
FAT
Construction
INV
Financial
WR
O.P.
BILL I.P.
Budget Release
PO
DR
CNS
Design
WPS
WPS
Daily Report and HSE
WP (Procurement)
WP
Construction
WP (Engineering)
DRP

FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
Start, Finish
Remaining
Duration, %
Scope
Verification
Attach
Documents
Work Steps HR
Clarification
& Checklist
PS
LinchPin*
P6 Team Member
CM (DR)
Unifier
MP
PS GOS
LinchPin*
PS
LinchPin*
PS CATS
HR Module
DMS
PS GOS
LinchPin*
Portal
QM
P6 Team Member
CM (NCN)
Unifier (& Gates)
P6 Team Member
CM
Unifier
P6 Team Member
X
X
CM (DR)
X
Unifier
CM (RFI & PL)
X
Unifier
MP X MP MP
MP
SAP
Oracle
Microsoft
DRP

Engineering
Work
Order
MATERIAL
Delivery at Site Warehouse
Consume
How
Planning When
Daily
Report
Payment to Vendor
Warehouse, Inventory Accounting
Asset Management
Project Mgmt
Accounting + FA
Quality
Quality
Safety
HR
Scope Verification
Construction
Project
Management
Work
Clarification
Checklist
DRP

Quality Management & HSE
QCA
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
9

Quality Control, Quality Assurance
Project Quality Management includes the processes for incorporating the
organization’s quality policy regarding planning, managing, and controlling
project and product quality requirements in order to meet stakeholders’
objectives. Project Quality Management also supports continuous process
improvement activities as undertaken on behalf of the performing organization
(PMBOK 6th)
QCA
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
QCA
QCA
CPM
RSK
DCM
PRO
WRH
DRP
QCA
HSE
PMA
FIA
HRM
INT
BPM
BZI
KMP
GPR
COL
MTN
EML

ENG
MTO
STO
MR
SR
TDR
TDR
Contract
Contract
SO
MAN
SHIP PL DAS
FAT
Construction
INV
Financial
WR
O.P.
BILL I.P.
Budget Release
PO
DR
CNS
Design
WPS
WPS
Quality Control
WP (Procurement)
WP
Construction
WP (Engineering)

FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
SAP, QM Module
Oracle, Contract Management (NCN, PL, … Modules), Unifier
Quality Assurance, Tools & Techniques:
• Process analysis  BPM
• Quality audits  e.g. IMS: ISO 9001:2008 + HSEMS (OGP)
Microsoft, (SharePoint apps Just to Record the QC Results)
Quality Control:
SAP, EHS Module
Oracle, CM (Safety Module), Unifier
Microsoft, X
HSE: (Construction Extension to PMBOK)
QCA HSE

HSE
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
HSE
HSE Includes Health, Safety and Environmental management plans. These are
complemented with specific studies, evaluations, procedures and instructions
aimed at covering all project stages and identifying and evaluating any risks
during construction and operation, in such a way as to control and minimize any
potential impact caused to social and environmental surroundings, as well as
individual safety and health. (ohlindustrial.com)
HSE
HSE
CPM
RSK
DCM
PRO
WRH
DRP
QCA
HSE
PMA
FIA
HRM
INT
BPM
BZI
KMP
GPR
COL
MTN
EML

 Data Mining
 Digital Labeling
 Automatic movement of devices
 Quality of disease treatment
 …
Technology trend and future of HSEQ Mgmt

Managerial Accounting
& Financial Accounting
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
PMA FIA
10

Project Management Accounting
Managerial (or Management) accounting, also known as cost accounting, is the
process of identifying, measuring, analyzing, interpreting, and communicating
information to managers for the pursuit of an organization's goals. (Investopedia)
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
PMA FIA
PMA
Project Cost Management
includes the processes involved in
planning, estimating, budgeting,
financing, funding, managing, and
controlling costs so that the
project can be completed within
the approved budget. (PMBOK 6th) PMA
CPM
RSK
DCM
PRO
WRH
DRP
QCA
HSE
PMA
FIA
HRM
INT
BPM
BZI
KMP
GPR
COL
MTN
EML

Is a specialized branch of accounting that keeps track of a company's financial
transactions. Using standardized guidelines, the transactions are recorded,
summarized, and presented in a financial report or financial statement such as
an income statement or a balance sheet. (Accountingcoach.com)
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
PMA FIA
FIA
FIA
CPM
RSK
DCM
PRO
WRH
DRP
QCA
HSE
PMA
FIA
HRM
INT
BPM
BZI
KMP
GPR
COL
MTN
EML

FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
PMA FIA
Financial Accounting Managerial Accounting
Users
External (and Governmental)
who make financial decision
Managers who plan/control
Portfolios/projects
Time Focus Historical perspective Future emphasis
Verifiability Emphasis on Source documents
Emphasis on relevance for
planning and control
Subject Company wide report
Strategical, Program, or Project
report
Rules
Must follow GAAP / IFRS and
prescribed formats
Not bound by outside rules
Requirement Mandatory for external reports For Internal report

ENG
MTO
STO
MR
SR
TDR
TDR
Contract
Contract
SO
MAN
SHIP PL DAS
FAT
Construction
INV
Financial
WR
O.P.
BILL I.P.
Budget Release
PO
DR
CNS
Design
WPS
WPS
Prime Contract (Sales) & Budgeting
WP (Procurement)
WP
Construction
WP (Engineering)
PMA FIA

ENG
MTO
STO
MR
SR
TDR
TDR
Contract
Contract
MAN
SHIP PL DAS
FAT
Construction
INV
Financial
WR
O.P.
BILL I.P.
Budget Release
PO
DR
CNS
Design
WPS
WPS
Estimating
WP (Procurement)
WP
Construction
WP (Engineering)
SO
PMA

ENG
MTO
STO
MR
SR
TDR
TDR
Contract
Contract
SO
MAN
SHIP PL DAS
FAT
Construction
INV
Financial
WR
O.P.
BILL I.P.
Budget Release
PO
DR
CNS
Design
WPS
WPS
Performance Measurement,
Invoicing, and Billing
WP (Procurement)
WP
Construction
WP (Engineering)
PMA

ENG
MTO
STO
MR
SR
TDR
TDR
Contract
Contract
SO
MAN
SHIP PL DAS
FAT
Construction
INV
Financial
WR
O.P.
BILL I.P.
Budget Release
PO
DR
CNS
Design
WPS
WPS
WP (Procurement)
WP
Construction
WP (Engineering)
FIA

ENG
MTO
STO
MR
SR
TDR
TDR
Contract
Contract
SO
MAN
SHIP PL DAS
FAT
Construction
INV
Financial
WR
O.P.
BILL I.P.
Budget Release
PO
DR
CNS
Design
WPS
WPS
Managerial Accounting
WP (Procurement)
WP
Construction
WP (Engineering)
PMA

ENG
MTO
STO
MR
SR
TDR
TDR
Contract
Contract
SO
MAN
SHIP PL DAS
FAT
Construction
INV
Financial
WR
O.P.
WP (Procurement)
WP
Construction
Procurement
Balance
Construction
Balance
Cash Report
Plan
Commitment
WP (Engineering)
BILL I.P.
Budget Release
PO
DR
CNS
Design
WPS
WPS
PMA

FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
Project
Financial
HR &
Payroll
WBS and Control Accounts
PLAN
• Revenue, Budget, Found, Billing, Change, …
• Commitment (Internal, External)
• Budgeted Units/Costs, Forecast, …
Actual
• Performance, Spending Hours, …
• Issued Bills, Received Invoices, …
WBS and Cost Centers
Incoming Payments
Outgoing Payments
Timesheet
Payroll, …
Cash Flow & Earned Value Tech
Account Receivable
Account Payable
Bank
Asset Accounting
General Ledger
Found Management
PMA FIA

MP
P6 or Unifier
PS
Cost Planning, Budget Planning , reports that involves Cost Elements
• SAP – Co , Microsoft Dynamics SL/AX, MP (Interface), Oracle – Unifier &
Contract Management (Cost Worksheet), P6 (Interface)
Workforce Planning, an integration to register personnel and Payroll
• SAP – HRM & PS, Microsoft Dynamics AX, Oracle ERPs
Planning revenue, creating Billing Plans and attracting money
• SAP – SD, Microsoft Dynamics SL/AX, MP (Time Based)
• Unifier (Time & Contract Based), P6 (Time Based)
• Contract Management (Contract Based)
WBS and Activity rely on actual expenditure to manage Accounts
• SAP – FI , Microsoft Dynamics SL/AX, MP (Interface)
• Oracle – Unifier (Interface) & P6 (Interface) , ERPs
Contract, Purchase Requisitions, Purchase Orders, and Material Control
• SAP – MM , Microsoft Dynamics SL/AX
• Oracle – Unifier (PDM) & Contract Management
Quality, day to day confirmation
• SAP – QM
• Oracle – Contract Management (NCN+PL) & Unifier (Template)
FIA
HSE
HRM
QCA
CPM
RSK
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
PMA FIA

Team Collaboration
FIA
HSE
HRM
QCA
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
CPM
RSK
COL
11

Collaborative software or Groupware
Is application software designed to help people involved in a common task to
achieve their goals. Collaborative management tools facilitate and manage
group activities. (Johnson-Lenz, 1990)
FIA
HSE
HRM
QCA
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
CPM
RSK
COL
COL
COL
CPM
RSK
DCM
PRO
WRH
DRP
QCA
HSE
PMA
FIA
HRM
INT
BPM
BZI
KMP
GPR
COL
MTN
EML

Some Important features required for an effective team collaborations
 Time management software: schedule events and automatically notify and
remind group members
 Project management systems: schedule, track, and chart the steps in a
project as it is being completed
 Workflow systems: collaborative management of tasks and documents
within a knowledge-based business process
 Knowledge management systems: collect, organize, manage, and share
various forms of information
 Project extranet: collect, organize, manage and share information
associated with the delivery of a project
 Intranet systems: quickly share company information to members within a
company via Internet
 Social software systems: organize social relations of groups
FIA
HSE
HRM
QCA
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
CPM
RSK
COL

FIA
HSE
HRM
QCA
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
CPM
RSK
COL
Oracle
P6: Issue; Team Member (For discussion)
Unifier: Groups (Shell); Personal Tasks, Messages, Drafts (Collaboration); Mailbox (External);
Note: Unifier Mail & Alerts: Administrative & Production Workflow
Contract Management (CM): Inbox; Mail & Corresponding
Note: Action & Alerts: Administrative Workflow
Ad hoc
Or
Groupware
Organization’s Workflows
SAP: + Business Workplace
Microsoft: MSP, Project Professional SharePoint Capabilities
Before selecting a software you should identify
your requirements:
What is the Best Team Collaboration Tool: Microsoft
Project, Trello, or Jira?
https://financesonline.com/what-is-the-best-team-
collaboration-tool-microsoft-project-trello-or-jira/
Machin
Workflow

Meeting Management
FIA
HSE
HRM
QCA
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
CPM
RSK
MTN
12

FIA
HSE
HRM
QCA
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
Meeting Management
Meeting management includes preparing the agenda, ensuring that a
representative for each key stakeholder group is invited, and preparing and
sending the follow-up minutes and actions (PMBOK 6th)
CPM
RSK
MTN
MTN
MTN
CPM
RSK
DCM
PRO
WRH
DRP
QCA
HSE
PMA
FIA
HRM
INT
BPM
BZI
KMP
GPR
COL
MTN
EML

P E M C
I
& Bidder conference
MTN
(PMBOK 5th)

Knowledge Management
FIA
HSE
HRM
QCA
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
CPM
RSK
KMP GPR
13

Knowledge Management System
Knowledge management systems refer to any kind of IT system that stores and
retrieves knowledge, improves collaboration, locates knowledge sources, mines
repositories for hidden knowledge, captures and uses knowledge, or in some
other way enhances the KM process.
FIA
HSE
HRM
QCA
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
CPM
RSK
KMP GPR
KMP GPR
KMP
CPM
RSK
DCM
PRO
WRH
DRP
QCA
HSE
PMA
FIA
HRM
INT
BPM
BZI
KMP
GPR
COL
MTN
EML

FIA
HSE
HRM
QCA
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
CPM
RSK
KMP GPR
D. Bhatt
People
Processes
Platforms
(Technology)
Attitudes
Culture
Capacity
Skills
Motivation
Organization
Vision
Workflow
Best Practices
Standards
Procedures
Platforms, Databases, Websites, Analytics, Automation, Social Media
Knowledge?

KMP
Combination
Socialization
Externalization Internalization
Explicit knowledge
Declarative Information
Rules & Procedures
Tacit Knowledge
Pattern Recognition
Perceptual Discrimination
Judging Typically
Mental Models
Mindsets
SECI Model

 NLP (Natural Language Processing)
 Visual Search
 Virtual Reality
 Knowledge bots
 Social Media
 Mobile Technology
 Voice search & Smart Speaker
 Real-time Translation
 Personalized Search
 Visualization
 …
Technology trend and future of Knowledge Mgmt

Business Intelligence
FIA
HSE
HRM
QCA
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
CPM
RSK
BZI
14

Business Intelligence
Business intelligence (BI) is a technology-driven process for analyzing data and
presenting actionable information to help executives, managers and other
corporate end users make informed business decisions.
BI encompasses a wide variety of tools, applications and methodologies that
enable organizations to collect data from internal systems and external
sources, prepare it for analysis, develop and run queries against that data, and
create reports, dashboards and data visualizations to make the analytical
results available to corporate decision-makers, as well as operational workers.
(techtarget.com)
FIA
HSE
HRM
QCA
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
CPM
RSK
BZI
BZI

BZI
CPM
RSK
DCM
PRO
WRH
DRP
QCA
HSE
PMA
FIA
HRM
INT
BPM
BZI
KMP
GPR
COL
MTN
EML

FIA
HSE
HRM
QCA
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
CPM
RSK
BZI
Invoice
Material
Vendor
Purchase Order
Project
Inventory
Processes as a chain
SAP, Business Intelligence
Oracle, Business Intelligence (and P6 Analytics, Earned Value Management)
Microsoft, Business Intelligence, Power BI

FIA
HSE
HRM
QCA
PRO
WRH
DRP
PMA
DCM
GPR
COL
MTN
EML
KMP
INT
BPM
BZI
CPM
RSK
BZI
KPI Characteristics
Non-Financial
Timely
CEO focus
Simple
Team based
Significant impact
Limited dark side
D. Parmenter 2010
Dashboard .
Historical trends of an
Performance Indicator
Graphical  Current Status
Strategic
Analytical
Operational
Informational
An important Part of BPM
Dashboards <> Scoreboards
Facilitates Decision Making
Updated 2020

BZI
Updated
bi-survey.com

PMIS Course Part 2 – PMIS in Practice

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