Project plan

Project team members must perform certain activities to achieve project goals in set time frames. Project activities can be phases, work packages, tasks, milestones...
Preparing project schedule and Gantt-chart is simultaneous with task and activity allocation to team members. All corrections (dates, content) are available to team members in real time, with no delays.
Project team members use tasks for every-day collaboration and communication (entering comments, uploading and sharing project documents) and reporting (task progress reporting, hours done)
All information is archived, organized and available to use. All communication can be also sent by e-mails.

Project course is scheduled in 4PM and at the same time tasks and assignments are allocated to 4PM users in a transparent manner (in 4PM and by e-mail).

How to plan project schedule

Project schedule (Gantt-chart) is made by the use of phases, tasks and milestones:

phase is created by clicking the icon ,
task click ; to delegate task to one or more team members it should be assigned to project participants (add).
milestone click ,
meeting click
Import and Export to Excel
click to add child activity to phase.

Management of project phases

Phase can be:

a group of similar project activities (work package, WP)
group of activities in narrower time limit
smaller project (sub project)...

New phase

click icon to open form.
enter phase name and abbreviation
select head of phase (from the list of participants),
planned hours of work (optional)
planned start and end date

and short description

Each phase can have any number of sub-phases.
Head of the phase receives milestone for the phase end date.

Phase and cost planning and cost monitoring

financial plan and cost can be monitored at the level of individual phases.
- If financial plan is inserted first, later added phases inherit planned costs types in the value of 0. In this case, you can monitor the level of implementation of each phase, a comparison of the plan and implementation is at the level of the project.
Financial plan and implementation can be monitored on the level of individual phase (work package).
1. enter project activity plan by phases and activities (Gantt chart, project schedule)
2. connect project activities with financial plan.

This is important for project management and reporting for co-financed projects.

Task management

Task is basic unit of the project with allocated resources. It represents an activity that is necessary to achieve project goal(s).

4PM uses task to:

schedule project activities. Each task has set duration (start and end date), it has content (what to do) and one or more assigned participants. Task progress and status can be monitored
collaboration and communication - by exchanging task comments and task documents. Integrated e-mailing systems enables effective communication in the group.
daily reporting on work progress - each team member can access all relevant task information: task due date, allocated time and time spent, task progress of co-workers. Simple reporting forms enable time effective daily reporting and communication tool. Once a task is completed, a status is changed and notification sent to project manager.

New task

Click icon to open form. New tasks can be added in My 4PM/Insert/new task.

select activity for task performance. Use list of project activities.
enter task name (short description).
set start and end date for the task.
- if activity has set general duration (please check General/classification/list of activities) then application suggests end date (it can be changed)
- if warning display for dates is on, then all dates must be within parent activity (phase, project)
- if task does not have planned end date and allocated hours, it cannot used for resource load planning.
optionally enter task description and
attach links to documents
select organization
add assignees:
- project participants (one or more) or
- working groups (must be added to project).
add number of available hours for a task for each individual
optionally enter individual's task description (double click + confirm)
confirm by 'ADD
save and send e-mail notification to all task members.

Edit task

To change dates, add new task members, change description, add a comment, click task name to open task form in: any list of tasks, Gantt-chart, project course... Click to open task for editing.

Task details are accessible by clicking :

parent phase of the task
task reporter,
task duration,
list of task participants (assigned to) and state of task (task progress estimation)

Task and documents

Task can have links to documents:

that are up-loaded to 4PM (folder Tasks or any other project sub-folder that user can access
direct up-load to task in the field description or comments.

Task and comments - collaboration

Team communication and collaboration is by task comments:

comments entered on a task (edit)
comments at project work reporting (daily description of work on task)
comments at task actions (accept, reject, done, finished, cancelled)
automatic comments on task actions

Comments can have links to documents. Comments can be

only saved to task or
saved and sent by e-mail notification to:
- all team members
- all task members
- project manager.

Tasks and EU Projects

Tasks on EU projects need to have set cost field. To plan project activities you need to put financial plan to 4PM first with planned personnel costs and cost fiels.

Same task can have various cost fields set (each assignment needs to have set cost field).

double-click on the field cost field at assignment
select planned cost field
confirm

Task progress

4PM supports two possibilities to monitor task progress and execution:

Automatic - assignment needs to have allocated (planned) hours (>0): task progress is automatically calculated at each work entry by formula: (hours done/allocated hours)*100.
Manual - each task participant enters personal estimation, which can be different from automatic.

Colours of task progress

blue:

Manual <= Automatic (Task progress is faster or the same as planned)
closed assignments: 100 % progress

orange:

Automatic >= Manual (Task progress is slower)
reported hours <= allocated hours

red:

Automatic > Manual (Task progress is slower)
reported hours > allocated hours

Some task may have multiple assignments (more task participants). Task progress is calculated as average of all assignments. Assignments with more allocated hours have higher value. If task has no allocated hours, than only approximate value of progress is given, based on % progress and hours done.

Status of tasks, milestones

allocated - new task that user should accept first in order to be able to report hours.
accepted - user can report hours, enter comments
rejected - task rejected by assignee. No hours can be reported. Project manager needs to confirm rejection.
done - assignee has done the task. Project managed needs to close or reject task (return to assignee). Assignee can cancel the status to accepted until it is closed.
closed - Project manager has reviewed done task and can close it for work reporting and editing. Project manager can close and evaluate the task, confirm eligible project hours.
- green - task was done in due date
- reed - task was late

Important

Project manager can any time close the task, regardless its status. By closing the task, no editing or reporting on hours spent is possible.
Changes of task status are accessible at "show changes to task statuses".

Obveščanje o novih in spremenjenih nalogah

Pošiljanje obvestil je določeno v splošnih nastavitvah aplikacije

izklopljeno: ne pošilja obvestil po e-pošti,
avtomatično: samodejno pošlje vsem udeležencem na nalogi in vodji projekta,
ročno: osnovnemu oknu je dodan gumb SHRANI IN OBVESTI – uporabnik izbere, koga želi obvestiti o novi/spremenjeni nalogi. Če ne izberete nobenega, potem ni poslano nobeno sporočilo, akcija se shrani.

Relacije med nalogami

Naloge lahko povezujemo. Podrejeno (odvisno) nalogo vedno povezujemo k nadrejeni nalogi, pri tem pa moramo upoštevati:

datum zaključka nadrejene naloge mora biti en dan pred začetkom odvisne naloge,
če naloga že vsebuje opravljene ure, ni mogoče spreminjati trajanja naloge,
relacije med nalogami so možne samo znotraj ene faze,
udeleženec ne more sprejeti odvisne naloge in vpisati ur, dokler ni zaključena nadrejena naloga (vse zadolžitve),
če so na odvisno nalogo že vpisane ure, potem nadrejene naloge ni mogoče odpirati za nove vpise,
če ima naloga odvisno nalogo, ji ne moremo spreminjati trajanja,
premikanje odvisnih nalog ni samodejno, uporabnika opozori na potrebne popravke,
naloge poljubno urejamo, če odstranimo povezave.

Relacije med nalogami so odvisne od licence. Kontaktirajte upravljavca aplikacije.

Dodajanje mejnikov

Mejniki so točke v poteku projekta. Lahko so povezani

samostojni mejniki,
s koncem faz (samodejni mejnik),
končni datumi nalog, lahko so izročki...

Za en mejnik je zadolžena ena oseba.

Pri dodajanju mejnikov

izberemo aktivnost,
vpišemo opis,
določimo organizacijo in odgovorno osebo ter
pričakovani datum zaključka.

Če se mejnik ponavlja, označimo pogostost ponavljanja in trajanje.

Pošiljanje obvestil o novih / spremenjenih mejnikih

Odvisno od splošnih nastavitev aplikacije:

izklopljeno: ne pošilja obvestil po e-pošti,
avtomatično: samodejno pošlje vsem udeležencem na nalogi in vodji projekta,
ročno: osnovnemu oknu je dodan gumb SHRANI IN OBVESTI – uporabnik izbere, koga želi obvestiti o novi/spremenjeni nalogi.

Sestanki

Sestanki so posebna oblika nalog (izbrana aktivnost, določeno trajanje, zadolženi - povabljeni na sestanek), ki imajo dodane parametre, ki povežejo nalogo s koledarjem (npr. Outlookov koledar).

Nov sestanek

Ko želimo sklicevati sestanek v 4PM

izberemo aktivnost (sestanek, kolegij),
vpišemo zadevo sestanka (ime naloge),
lokacijo sestanka in
datum, čas začetka in predvideno trajanje,
pripnemo datoteko, opis (npr. dnevni red),
izberemo udeležence (povabimo na sestanek)

in shranimo. Pri vnosu novega sestanka 4PM preverja razpoložljivost udeležencev 4PM Koledarju, bodisi zaradi odsotnosti, drugega sestanka, ipd. Ko sestanek shranimo, je prikazan v poštnem koledarju (Outlook) in v Moj4PM povabljenih oseb, ki povabilo sprejmejo ali zavrnejo.

Na sprejet sestanek povabljeni vpisujejo opravljene ure.

Pošiljanje obvestil o novih / spremenjenih sestanki

Odvisno od splošnih nastavitev aplikacije:

Vklopljeno – pošlje povabilo v Outlook, udeleženec sestanka lahko povabilo sprejme v poštnem odjemalcu
Izklopljeno – ne pošilja ničesar, sestanki so evidentirani samo v 4PM.

Potrjevanje sestankov

Aplikacija omogoča dva načina sklicevanja sestankov (splošna nastavitev aplikacije), glede na začetno stanje sestanka: - predviden: sklican sestanek mora odgovorna oseba potrditi (ko je dovolj potrjenih udeležb), - potrjen: sklicanega sestanka ni treba dodatno potrjevati.

Sinhronizacija s poštnim odjemalcem

Povabljene osebe dobijo na e-poštni naslov povabilo na sestanek, ki ga v koledarju sprejmejo ali zavrnejo s pomočjo akcijskih gumbov nad glavo sporočila. Ko povabilo sprejmejo (accept), ga prestavijo v koledar e-poštnega odjemalca.

Oseba, ki je sestanek sklicala, ima potrjen sestanek že v koledarju. Ostale osebe morajo poslati odgovor na povabilo: sprejet ali zavrnjen sestanek.

Vsakič, ko oseba, ki je povabljena na sestanek, izvede akcijo (sprejme ali zavrne), so vse povabljene osebe obveščene in dobijo obvestilo o spremembi. Enako velja za preklicane sestanke.

Deluje, ko je vklopljeno pošiljanje e-sporočil; testirano za MS Outlook, Lotus Notes.

Dobro je vedeti

Projektni vodja sestanke sklicuje pri načrtovanju projektov: NALOGE & MEJNIKI, ali pa neposredno v Moj4PM / VNOS / SKLIČI SESTANEK.
Na sestanke lahko vabimo samo uporabnike 4PM (sodelavce).

Project structure/en/

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