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Project Insight PM Tool Overview

Project Insight PM Tool Overview. January 20 th , 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office. Goals. Demonstrate Project Tools Project Insight Overview Help Project Facilitators in project development and facilitation

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Project Insight PM Tool Overview

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  1. Project Insight PM Tool Overview January 20th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office

  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 Project Insight Overview

  3. Searching for a Project Ways to search for an HL7 Project: • Searchable Project Database • GForge TSC File • Project Insight Project Insight Overview

  4. Searchable Project Database Project Insight Overview

  5. Searchable Project Database (cont’d) Project Insight Overview

  6. Searchable Project Database (cont’d) Project Insight Overview

  7. Search Parameter: Project Type Project Insight Overview

  8. Search Parameter: Status Project Insight Overview

  9. Search Parameter: Product Type Project Insight Overview

  10. Search Parameter: Date Project Insight Overview

  11. Summary View – Searchable Project Database Project Insight Overview

  12. Detail View – Searchable Project Database Project Insight Overview

  13. Full Project Report in GForge (TSC File tab) Project Insight Overview

  14. Full Project Report in GForge (TSC File tab) Project Insight Overview

  15. Full Project Report in GForge (TSC File tab) Project Insight Overview

  16. Search – GForge TSC File 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) Project Insight Overview

  18. Getting Started • How to get to Project Insight • Via www.HL7.org Participate > Tools & Resources, under Project Tracking ToolsURL: healthlevelseven.projectinsight.net (no ‘www) • Username / Password • Each Work Group and Steering Division has one for creating/managing projects Project Insight Overview

  19. Getting Started Project Insight Overview

  20. Welcome Screen Project Insight Overview

  21. Recommended Home Page View 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. Project Insight Overview

  23. HL7 Project Scope Statement – NEW 2010 Version Project Insight Overview

  24. PSS Location: Participate > Templates Project Insight Overview

  25. Search – Project Insight Project Insight Overview

  26. Search – Project Insight (cont’d) Project Insight Overview

  27. Viewing the Project Scope Stmt in Project Insight Project Insight Overview

  28. Entering Project Scope Stmt Info into Project Insight Project Insight Overview

  29. Project Scope Stmt to Project - Add Page Project Insight Overview

  30. Project – Add/Edit Page (General Tab) Project Insight Overview

  31. Project – Add/Edit Page (Custom Fields Tab) Project Insight Overview

  32. Project Folder Hierarchy (Project>Folder>Doc) Project Insight Overview

  33. Project Schedule (Optional) 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 Project Insight Overview

  35. Project Approval Process • Project Facilitator creates a Project Scope Statement (PSS). • Sponsoring Work Group reviews and approves the Project Scope Statement. • The Project Facilitator emails the PSS to the appropriate Steering Division(s) and the HL7 Project Management Office (pmo@hl7.org). • PMO reviews the Scope Statement (this occurs simultaneously with step 5). • Steering Division reviews and approves the PSS 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 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 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 Project Insight Overview

  39. Questions / Discussion / Feedback pmo@HL7.org or dhamill@HL7.org (734) 677-7777 owner-psc@lists.hl7.org (Project Services Work Group listserv) Project Insight Overview

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