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1PMPeople : People Collaborating on Project Management
PMPeople PMIS: Project Governance on the Cloud
People Collaborating on Project Management
PMPeople: People Collaborating on Project Management | 2PMPeople© 2017
Our INFORMATION in the Cloud
Our EMAIL in the Cloud Our PHOTOS in the Cloud
Our maps, videos, leisure, shopping, encyclopedia, dictionaries, etc. in the Cloud
Our DOCS in the Cloud
PMPeople: People Collaborating on Project Management | 3PMPeople© 2017
Our COMMUNICATIONS in the Cloud
https://youtu.be/B6zVzWU95Sw
Searchable Log of All Conversation and Knowledge
PMPeople: People Collaborating on Project Management | 4PMPeople© 2017
Our TASKS in the Cloud
PMPeople: People Collaborating on Project Management | 5PMPeople© 2017
Socializing the WORKPLACE
Workplace basic needs:
• Send/receive text & files
• Find/create/share web info
• Storage/share photos & docs
• Instant messaging
• Collaborate on docs
• Collaborate on tasks
• Collaborate on projects
PMPeople: People Collaborating on Project Management | 6PMPeople© 2017
10 ROLES in Project Management
Read the article: The 10 Roles in Project Management
PMPeople: People Collaborating on Project Management | 7PMPeople© 2017
Our PROJECTS in the Cloud
https://youtu.be/xRlC1f1baCc
PMPeople: People Collaborating on Project Management | 8PMPeople© 2017
Control a PROJECT = Control ACCOUNTS + Control TASKS
TASKACTIVITY
WORK PACKAGE
PROJECT
TASK
ACTIVITY
CONTROL ACCOUNT
Scope
WBS
Activities
Project
Scope
Statement
Control
Accounts
Work
Packages
WBS
Dictionary
Tasks
Schedule
Project
CA0
=
PMPeople: People Collaborating on Project Management | 9PMPeople© 2017
What is a Control Account
[...] The lowest level of the WBS is a work package with a unique
identifier. These identifiers provide a structure for hierarchical
summation of costs, schedule, and resource information and form
a code of accounts. Each work package is part of a control
account.
A control account is a management control point where scope,
budget, and schedule are integrated and compared to the earned
value for performance measurement.
A control account has two or more work packages, though
each work package is associated with a single control account.
Source: PMBOK Guide® Sixth Edition section 5.4.3.1
Scope
WBS
Activities
Project
Scope
Statement
Control
Accounts
Work
Packages
WBS
Dictionary
Tasks
Schedule
Project
CA0
=
PMPeople: People Collaborating on Project Management | 10PMPeople© 2017
MANAGE THE PROJECT WITH CONTROL ACCOUNTS
WORK
MANAGEMENT
GOVERNANCE
Control
Accounts
PMPeople: People Collaborating on Project Management | 11PMPeople© 2017
TWO PROJECTS CAN BE RELATED VIA PROCUREMENT
PMPeople: People Collaborating on Project Management | 12PMPeople© 2017
PROJECT MANAGERS control project procurement
(outsourced projects, providers, SOW, payments, authorizations)
PM accessing as
stakeholder to the
procurement project
If PM has the role of
stakeholder at the
outsourcing
organization, then he
can select the
procurement project
so that it appears in
the list
PMPeople: People Collaborating on Project Management | 13PMPeople© 2017
Demand Mgt. and Supply Mgt. share TWO DIFFERENT VIEWS of Projects
PMPeople: People Collaborating on Project Management | 14PMPeople© 2017
Demand Mgt. and Supply Mgt. use DIFFERENT TOOLS
Request
States
Project
States
CRM
initiating
planning
executing
closing
archived
proposed
on hold
in progress
closed
rejected
PMIS
Idea Mgt.
Issue Tracking
Tasks
Scheduling
Documents
Communication
PMPeople: People Collaborating on Project Management | 15PMPeople© 2017
Tools used in a REAL PROJECT
SCREENSHOT
VIDEO
SHARING
MOCKUPS
WIKI & CHATS TASKS
DOCUMENTS
REPORTING
VIDEO
CONFERENCING
DATA MODELING
SCHEDULING
GOVERNANCE
& PROJECT
MANAGEMENT
BUSINESS ANALYSIS
REAL WORK
PMPeople: People Collaborating on Project Management | 16PMPeople© 2017
Project Management Information System (PMIS)
A Project Management Information System (PMIS) provides access to information technology (IT)
software tools, such as scheduling software tools, work authorization systems, configuration management
systems, information collection and distribution systems, as well as interfaces to other online automated
systems such as corporate knowledge base repositories.
1. Automated gathering and reporting on key performance indicators (KPI) can be part of this system.
2. A PMIS includes scheduling software that provides the ability to track planned dates versus actual
dates, to report variances to and progress made against the schedule baseline, and to forecast the
effects of changes to the project schedule model.
3. A PMIS is often used to monitor the three EVM dimensions (PV, EV, and AC), to display graphical
trends, and to forecast a range of possible final project results.
4. A PMIS can include resource management software that can help plan, organize, and manage
resource pools and develop resource estimates. Depending on the sophistication of the software,
resource breakdown structures, resource availability, resource rates, and various resource calendars
can be defined to assist in optimizing resource utilization.
5. A PMIS provides a set of standard tools for the project manager to capture, store, and distribute
information to internal and external stakeholders with the information they need according the
communications plan.
6. A PMIS can include schedule, resource, and cost software to ensure that agreed-upon risk response
plans and their associated activities are integrated into the project alongside other project activities.
PMPeople: People Collaborating on Project Management | 17PMPeople© 2017
Portfolio Management Information System (PMIS)
A Portfolio Management Information System (PMIS) consists of the tools and techniques used to
gather, integrate, and disseminate the outputs of the portfolio management processes. It is used to
support aspects of the portfolio processes and may include both manual and automated systems. These
systems support overall organizational visibility, standardization, measurement, and process improvement,
and can facilitate effective decision making by providing the organization with key performance metrics
and target collection, analysis, and reporting. Automated tools may include commercial project portfolio
management (PPM) applications, an information collection and distribution system, and web interfaces to
other online automated systems to consolidate the portfolio components’ status. The portfolio
management information system is often a collection of spreadsheets rather than automated tools. An
effective PMIS enables the portfolio manager to define, analyze, design, produce, and manage information
systems to support a successful portfolio, and includes tools and processes such as:
1. Software tools,
2. Document repository and document version control systems,
3. Change or configuration management systems,
4. Risk database and analysis tools,
5. Financial management processes and systems,
6. Earned value management processes and tools,
7. Communication management processes and tools, and
8. Other knowledge management tools and processes required to support portfolio management.
Source: The Standard for Portfolio Management Third Edition section 2.4
PMPeople: People Collaborating on Project Management | 18PMPeople© 2017
Program Management Information System (PMIS)
Effective program management requires the efficient and effective exchange of
information between the program management, project management, portfolio
management, and program governance functions of an organization. It requires
that an organization’s stakeholders have access to current information important
to the program. Managing such information becomes a formidable task,
especially in organizations pursuing numerous programs, or programs that are
complicated or complex. An organization’s program governance function may
support their organization’s program management capabilities by establishing
Program Management Information Systems (PMIS) that enable collection,
access, reporting, and analysis of information relevant to the management of
programs and projects within the portfolio.
Source: The Standard for Program Management Third Edition section 6.6.2
PMPeople: People Collaborating on Project Management | 19PMPeople© 2017
PMIS must integrate with other ENTERPRISE TOOLS
PMPeople: People Collaborating on Project Management | 20PMPeople© 2017
PMPeople PMIS connects PEOPLE to PROJECTS
PMPeople: People Collaborating on Project Management | 21PMPeople© 2017
PMPeople PMIS Data Model
PMPeople: People Collaborating on Project Management | 22PMPeople© 2017
PMPeople PMIS Data Model
PMPeople: People Collaborating on Project Management | 23PMPeople© 2017
PMPeople PMIS (free): Organization = PMPeople
PMPeople: People Collaborating on Project Management | 24PMPeople© 2017
PMPeople PMIS (premium users): 10€/user/organization/month
PMPeople: People Collaborating on Project Management | 25PMPeople© 2017
Moving to PMPeople PMIS PREMIUM is easy
PMPeople: People Collaborating on Project Management | 26PMPeople© 2017
Going back to PMPeople PMIS FREE is easy
PMPeople: People Collaborating on Project Management | 27PMPeople© 2017
PMPeople PMIS Growth Hypothesis
PMPeople: People Collaborating on Project Management | 28PMPeople© 2017
PMPeople PMIS Roadmap
PPM features
are usable
in mobile
1) Mobile 0.1
iOS & Android Projects
Programs
Portfolios
All roles but RM
2) Web 0.1
PPP
Control Accounts
RM role
Timesheets & Expenses
Procurement
MSP import
3) Web 0.2
MVP
Payments
Owner role
Upgrade/Downgrade
Comments
Change Requests
4) Web 1.0
Freemium
Porting to iOS & Android
Mobile notifications
Web only features:
5) Mobile 1.0
Freemium
• reports
• dashboards
• financial mgt.
• value mgt.
• etc.
PMPeople: People Collaborating on Project Management | 29PMPeople© 2017
Our PROJECTS in the Cloud
PMPeople: People Collaborating on Project Management | 30PMPeople© 2017
Our PROJECTS in the Cloud
PMPeople: People Collaborating on Project Management | 31PMPeople© 2017
PROJECT MANAGERS control Projects
PMPeople: People Collaborating on Project Management | 32PMPeople© 2017
PROJECT MANAGERS control Risks, Changes and Comments by Stakeholders
PMPeople: People Collaborating on Project Management | 33PMPeople© 2017
PROJECT MANAGERS control project procurement
(outsourced projects, providers, SOW, payments, authorizations)
If PM has the role of
stakeholder at the
outsourcing
organization, then he
can select the
procurement project
so that it appears in
the list
PM accessing as
stakeholder to the
procurement project
PMPeople: People Collaborating on Project Management | 34PMPeople© 2017
PROJECT MANAGERS control project procurement
(outsourced projects, providers, SOW, payments, authorizations)
PM accessing as
stakeholder to the
procurement project
If PM has the role of
stakeholder at the
outsourcing
organization, then he
can select the
procurement project
so that it appears in
the list
PMPeople: People Collaborating on Project Management | 35PMPeople© 2017
TEAM MEMBERS register Time and Expenses
PMPeople: People Collaborating on Project Management | 36PMPeople© 2017
PROGRAM MANAGERS control their Programs and Projects
PMPeople: People Collaborating on Project Management | 37PMPeople© 2017
PORTFOLIO MANAGERS control their Portfolios, Programs and Projects
PMPeople: People Collaborating on Project Management | 38PMPeople© 2017
RESOURCE MANAGERS control Resource Pools
PMPeople: People Collaborating on Project Management | 39PMPeople© 2017
STAKEHOLDERS can request Changes
PMPeople: People Collaborating on Project Management | 40PMPeople© 2017
STAKEHOLDERS can request Changes
PMPeople: People Collaborating on Project Management | 41PMPeople© 2017
STAKEHOLDERS can make Comments (can be anonymous)
PMPeople: People Collaborating on Project Management | 42PMPeople© 2017
PMPeople PMIS is the core tool in our model PROJECT AS A SERVICE
PROJECT AS A
SERVICE
Trainer
Interim PM
Consultant
Sponsor
Organization
Student
LIVE INTERNET
COURSE
CONSULTING
PMPeople: People Collaborating on Project Management | 43PMPeople© 2017
Visit www.pmpeople.org to start managing your projects with PMPeople PMIS
Start using PMPeople PMIS for free at: www.pmis.pmpeople.org

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PMPeople PMIS: Project Governance on the cloud

  • 1. 1PMPeople : People Collaborating on Project Management PMPeople PMIS: Project Governance on the Cloud People Collaborating on Project Management
  • 2. PMPeople: People Collaborating on Project Management | 2PMPeople© 2017 Our INFORMATION in the Cloud Our EMAIL in the Cloud Our PHOTOS in the Cloud Our maps, videos, leisure, shopping, encyclopedia, dictionaries, etc. in the Cloud Our DOCS in the Cloud
  • 3. PMPeople: People Collaborating on Project Management | 3PMPeople© 2017 Our COMMUNICATIONS in the Cloud https://youtu.be/B6zVzWU95Sw Searchable Log of All Conversation and Knowledge
  • 4. PMPeople: People Collaborating on Project Management | 4PMPeople© 2017 Our TASKS in the Cloud
  • 5. PMPeople: People Collaborating on Project Management | 5PMPeople© 2017 Socializing the WORKPLACE Workplace basic needs: • Send/receive text & files • Find/create/share web info • Storage/share photos & docs • Instant messaging • Collaborate on docs • Collaborate on tasks • Collaborate on projects
  • 6. PMPeople: People Collaborating on Project Management | 6PMPeople© 2017 10 ROLES in Project Management Read the article: The 10 Roles in Project Management
  • 7. PMPeople: People Collaborating on Project Management | 7PMPeople© 2017 Our PROJECTS in the Cloud https://youtu.be/xRlC1f1baCc
  • 8. PMPeople: People Collaborating on Project Management | 8PMPeople© 2017 Control a PROJECT = Control ACCOUNTS + Control TASKS TASKACTIVITY WORK PACKAGE PROJECT TASK ACTIVITY CONTROL ACCOUNT Scope WBS Activities Project Scope Statement Control Accounts Work Packages WBS Dictionary Tasks Schedule Project CA0 =
  • 9. PMPeople: People Collaborating on Project Management | 9PMPeople© 2017 What is a Control Account [...] The lowest level of the WBS is a work package with a unique identifier. These identifiers provide a structure for hierarchical summation of costs, schedule, and resource information and form a code of accounts. Each work package is part of a control account. A control account is a management control point where scope, budget, and schedule are integrated and compared to the earned value for performance measurement. A control account has two or more work packages, though each work package is associated with a single control account. Source: PMBOK Guide® Sixth Edition section 5.4.3.1 Scope WBS Activities Project Scope Statement Control Accounts Work Packages WBS Dictionary Tasks Schedule Project CA0 =
  • 10. PMPeople: People Collaborating on Project Management | 10PMPeople© 2017 MANAGE THE PROJECT WITH CONTROL ACCOUNTS WORK MANAGEMENT GOVERNANCE Control Accounts
  • 11. PMPeople: People Collaborating on Project Management | 11PMPeople© 2017 TWO PROJECTS CAN BE RELATED VIA PROCUREMENT
  • 12. PMPeople: People Collaborating on Project Management | 12PMPeople© 2017 PROJECT MANAGERS control project procurement (outsourced projects, providers, SOW, payments, authorizations) PM accessing as stakeholder to the procurement project If PM has the role of stakeholder at the outsourcing organization, then he can select the procurement project so that it appears in the list
  • 13. PMPeople: People Collaborating on Project Management | 13PMPeople© 2017 Demand Mgt. and Supply Mgt. share TWO DIFFERENT VIEWS of Projects
  • 14. PMPeople: People Collaborating on Project Management | 14PMPeople© 2017 Demand Mgt. and Supply Mgt. use DIFFERENT TOOLS Request States Project States CRM initiating planning executing closing archived proposed on hold in progress closed rejected PMIS Idea Mgt. Issue Tracking Tasks Scheduling Documents Communication
  • 15. PMPeople: People Collaborating on Project Management | 15PMPeople© 2017 Tools used in a REAL PROJECT SCREENSHOT VIDEO SHARING MOCKUPS WIKI & CHATS TASKS DOCUMENTS REPORTING VIDEO CONFERENCING DATA MODELING SCHEDULING GOVERNANCE & PROJECT MANAGEMENT BUSINESS ANALYSIS REAL WORK
  • 16. PMPeople: People Collaborating on Project Management | 16PMPeople© 2017 Project Management Information System (PMIS) A Project Management Information System (PMIS) provides access to information technology (IT) software tools, such as scheduling software tools, work authorization systems, configuration management systems, information collection and distribution systems, as well as interfaces to other online automated systems such as corporate knowledge base repositories. 1. Automated gathering and reporting on key performance indicators (KPI) can be part of this system. 2. A PMIS includes scheduling software that provides the ability to track planned dates versus actual dates, to report variances to and progress made against the schedule baseline, and to forecast the effects of changes to the project schedule model. 3. A PMIS is often used to monitor the three EVM dimensions (PV, EV, and AC), to display graphical trends, and to forecast a range of possible final project results. 4. A PMIS can include resource management software that can help plan, organize, and manage resource pools and develop resource estimates. Depending on the sophistication of the software, resource breakdown structures, resource availability, resource rates, and various resource calendars can be defined to assist in optimizing resource utilization. 5. A PMIS provides a set of standard tools for the project manager to capture, store, and distribute information to internal and external stakeholders with the information they need according the communications plan. 6. A PMIS can include schedule, resource, and cost software to ensure that agreed-upon risk response plans and their associated activities are integrated into the project alongside other project activities.
  • 17. PMPeople: People Collaborating on Project Management | 17PMPeople© 2017 Portfolio Management Information System (PMIS) A Portfolio Management Information System (PMIS) consists of the tools and techniques used to gather, integrate, and disseminate the outputs of the portfolio management processes. It is used to support aspects of the portfolio processes and may include both manual and automated systems. These systems support overall organizational visibility, standardization, measurement, and process improvement, and can facilitate effective decision making by providing the organization with key performance metrics and target collection, analysis, and reporting. Automated tools may include commercial project portfolio management (PPM) applications, an information collection and distribution system, and web interfaces to other online automated systems to consolidate the portfolio components’ status. The portfolio management information system is often a collection of spreadsheets rather than automated tools. An effective PMIS enables the portfolio manager to define, analyze, design, produce, and manage information systems to support a successful portfolio, and includes tools and processes such as: 1. Software tools, 2. Document repository and document version control systems, 3. Change or configuration management systems, 4. Risk database and analysis tools, 5. Financial management processes and systems, 6. Earned value management processes and tools, 7. Communication management processes and tools, and 8. Other knowledge management tools and processes required to support portfolio management. Source: The Standard for Portfolio Management Third Edition section 2.4
  • 18. PMPeople: People Collaborating on Project Management | 18PMPeople© 2017 Program Management Information System (PMIS) Effective program management requires the efficient and effective exchange of information between the program management, project management, portfolio management, and program governance functions of an organization. It requires that an organization’s stakeholders have access to current information important to the program. Managing such information becomes a formidable task, especially in organizations pursuing numerous programs, or programs that are complicated or complex. An organization’s program governance function may support their organization’s program management capabilities by establishing Program Management Information Systems (PMIS) that enable collection, access, reporting, and analysis of information relevant to the management of programs and projects within the portfolio. Source: The Standard for Program Management Third Edition section 6.6.2
  • 19. PMPeople: People Collaborating on Project Management | 19PMPeople© 2017 PMIS must integrate with other ENTERPRISE TOOLS
  • 20. PMPeople: People Collaborating on Project Management | 20PMPeople© 2017 PMPeople PMIS connects PEOPLE to PROJECTS
  • 21. PMPeople: People Collaborating on Project Management | 21PMPeople© 2017 PMPeople PMIS Data Model
  • 22. PMPeople: People Collaborating on Project Management | 22PMPeople© 2017 PMPeople PMIS Data Model
  • 23. PMPeople: People Collaborating on Project Management | 23PMPeople© 2017 PMPeople PMIS (free): Organization = PMPeople
  • 24. PMPeople: People Collaborating on Project Management | 24PMPeople© 2017 PMPeople PMIS (premium users): 10€/user/organization/month
  • 25. PMPeople: People Collaborating on Project Management | 25PMPeople© 2017 Moving to PMPeople PMIS PREMIUM is easy
  • 26. PMPeople: People Collaborating on Project Management | 26PMPeople© 2017 Going back to PMPeople PMIS FREE is easy
  • 27. PMPeople: People Collaborating on Project Management | 27PMPeople© 2017 PMPeople PMIS Growth Hypothesis
  • 28. PMPeople: People Collaborating on Project Management | 28PMPeople© 2017 PMPeople PMIS Roadmap PPM features are usable in mobile 1) Mobile 0.1 iOS & Android Projects Programs Portfolios All roles but RM 2) Web 0.1 PPP Control Accounts RM role Timesheets & Expenses Procurement MSP import 3) Web 0.2 MVP Payments Owner role Upgrade/Downgrade Comments Change Requests 4) Web 1.0 Freemium Porting to iOS & Android Mobile notifications Web only features: 5) Mobile 1.0 Freemium • reports • dashboards • financial mgt. • value mgt. • etc.
  • 29. PMPeople: People Collaborating on Project Management | 29PMPeople© 2017 Our PROJECTS in the Cloud
  • 30. PMPeople: People Collaborating on Project Management | 30PMPeople© 2017 Our PROJECTS in the Cloud
  • 31. PMPeople: People Collaborating on Project Management | 31PMPeople© 2017 PROJECT MANAGERS control Projects
  • 32. PMPeople: People Collaborating on Project Management | 32PMPeople© 2017 PROJECT MANAGERS control Risks, Changes and Comments by Stakeholders
  • 33. PMPeople: People Collaborating on Project Management | 33PMPeople© 2017 PROJECT MANAGERS control project procurement (outsourced projects, providers, SOW, payments, authorizations) If PM has the role of stakeholder at the outsourcing organization, then he can select the procurement project so that it appears in the list PM accessing as stakeholder to the procurement project
  • 34. PMPeople: People Collaborating on Project Management | 34PMPeople© 2017 PROJECT MANAGERS control project procurement (outsourced projects, providers, SOW, payments, authorizations) PM accessing as stakeholder to the procurement project If PM has the role of stakeholder at the outsourcing organization, then he can select the procurement project so that it appears in the list
  • 35. PMPeople: People Collaborating on Project Management | 35PMPeople© 2017 TEAM MEMBERS register Time and Expenses
  • 36. PMPeople: People Collaborating on Project Management | 36PMPeople© 2017 PROGRAM MANAGERS control their Programs and Projects
  • 37. PMPeople: People Collaborating on Project Management | 37PMPeople© 2017 PORTFOLIO MANAGERS control their Portfolios, Programs and Projects
  • 38. PMPeople: People Collaborating on Project Management | 38PMPeople© 2017 RESOURCE MANAGERS control Resource Pools
  • 39. PMPeople: People Collaborating on Project Management | 39PMPeople© 2017 STAKEHOLDERS can request Changes
  • 40. PMPeople: People Collaborating on Project Management | 40PMPeople© 2017 STAKEHOLDERS can request Changes
  • 41. PMPeople: People Collaborating on Project Management | 41PMPeople© 2017 STAKEHOLDERS can make Comments (can be anonymous)
  • 42. PMPeople: People Collaborating on Project Management | 42PMPeople© 2017 PMPeople PMIS is the core tool in our model PROJECT AS A SERVICE PROJECT AS A SERVICE Trainer Interim PM Consultant Sponsor Organization Student LIVE INTERNET COURSE CONSULTING
  • 43. PMPeople: People Collaborating on Project Management | 43PMPeople© 2017 Visit www.pmpeople.org to start managing your projects with PMPeople PMIS Start using PMPeople PMIS for free at: www.pmis.pmpeople.org

Editor's Notes

  1. Larry Page – Sergey Brin Dustin Moskovitz – Justin Rosenstein Stewart Butterfield Mark Zuckerberg Slack: Searchable Log of All Conversation and Knowledge
  2. El nivel más bajo de una EDT es un paquete de trabajo, con un identificador único. Estos identificadores conforman un sistema de códigos de cuentas. Proporcionan una estructura jerárquica para sumar costes, tiempos e información de recursos. Cada paquete de trabajo es parte de una cuenta de control. Una cuenta de control es un punto de gestión administrativo donde se integran el alcance, el presupuesto y el cronograma para realizar mediciones del desempeño con la técnica del valor ganado. Una cuenta de control tiene puede dividirse en dos o más paquetes de trabajo, pero un paquete de trabajo se asocia solo con una cuenta de control.
  3. Los TM registran horas y gastos en cuentas de control
  4. cita de Albert Einstein: “No podemos resolver los problemas con el mismo nivel de pensamiento que usamos cuando se crearon” Hay que cambiar de paradigma: -en vez de pensar en códigos y controlar horas, hay que pensar en términos de portafolios, programas, proyectos, las relaciones por pertenecer al mismo proyecto, programa o portafolio, o a la misma BU, y las relaciones entre proyectos por procurement -en vez de pensar en términos de Negocio/Sistemas, hay que pensar en BUs, Resource Pools, los 5 roles de demand management y los otros 5 de supply management
  5. Selected Providers Statements of Work Procurement Payments Work Autorizations
  6. DEMAND (idea, initiative, request, investment, proposal, commercial bid, etc.) Default states: proposed+initiating RQ can move porpo propo
  7. DEMAND (idea, initiative, request, investment, proposal, commercial bid, etc.) Default states: proposed+initiating RQ can move porpo propo
  8. Un Project Management Information System (PMIS) proporciona acceso a herramientas software tales como herramientas de scheduling, sistemas de autorización de trabajo, sistemas de gestión de la configuración, sistemas de recopilación y distribución de la información, así como interfaces a otros sistemas automáticos en línea como repositorios de bases de conocimiento corporativas: La automatización de la recopilación y el reporte de los indicadores clave de desempeño (KPI) pueden formar parte de este sistema. Incluyen software de scheduling para dar seguimiento de las fechas planificadas en comparación con las fechas reales, informar sobre las desviaciones en el avance con respecto a la línea base y pronosticar los efectos de los cambios en el cronograma del proyecto. Se utilizan a fin de monitorizar las tres dimensiones de la gestión del valor ganado (PV, EV y AC), para representar gráficamente tendencias y proyectar un rango de resultados finales posibles para el proyecto. Pueden incluir software de gestión de recursos para ayudar a planificar, organizar y gestionar grupos de recursos y desarrollar las estimaciones de los mismos, definir las estructuras de desglose de recursos, su disponibilidad y sus tarifas, así como diversos calendarios para ayudar en la tarea de optimización del uso de recursos, y para gestionar y coordinar a los miembros del equipo en las actividades del proyecto. Permiten recolectar, almacenar y distribuir a los interesados internos y externos la información que necesitan de acuerdo al plan de comunicaciones. Pueden incluir software de gestión de tiempos, recursos y costes para asegurar que los planes de respuesta a los riesgos y sus actividades asociadas se integran en el proyecto junto con el resto de actividades.
  9. Un Portfolio Management Information System (PMIS) incluye herramientas y técnicas para recopilar, integrar y distribuir los resultados de los procesos de gestión del portafolio. Se usa para dar soporte a los procesos de gestión del portafolio y pueden incluir sistemas tanto manuales como automatizados. Estos sistemas permiten a la organización obtener visibilidad, estandarización, medición y mejora de procesos, y pueden facilitar la toma de decisiones efectiva al proporcionar a la organización métricas clave de desempeño y orientan la recopilación, análisis y el reporte. Las herramientas automatizadas pueden incluir aplicaciones comerciales PPM (Project Portfolio Management), y sistemas de recopilación y distribución de la información, interfaces web a otros sistemas automatizados en línea para consolidar el estado de los componentes del portafolio. El PMIS a veces consiste en una colección de hojas de cálculo, más que herramientas automatizadas. Un PMIS efectivo permite al PfM definir, analizar, diseñar, producir y gestionar los sistemas de información para dar permitir el éxito del portafolio, e incluye herramientas y procesos tales como: Herramientas software. Repositorios documentales y sistemas de control de versiones de documentos. Sistemas de gestión de configuración y cambios. Bases de datos de riesgos y herramientas de análisis. Procesos y sistemas de gestión financiera. Procesos y sistemas de gestión del valor ganado. Procesos y herramientas de gestión de las comunicaciones. Procesos y herramientas de gestión del conocimiento para dar soporte a la gestión del portafolio. Fuente: El Estándar para la Gestión de Portafolios, Tercera Edición sección 2.4
  10. La gestión efectiva de los programas requiere el intercambio eficaz y eficiente de información de gestión de programas, proyectos, portafolios, hacia los órganos de gobierno de la organización. Gestionar tal información requiere un esfuerzo formidable, especialmente en organizaciones que ejecutan numerosos programas, o cuando los programas son complicados o complejos. La implantación de un Program Management Information System (PMIS) permite recopilar, acceder, reportar y analizar la información relevante para la gestión de los programas y proyectos del portafolio. Fuente: El Estándar para la Gestión de Programas, Tercera Edición sección 6.6.2