User Manual - Project Reporter
Contents
1. Project Reporter ADMIN The Admin Role has ability to View all projects within Department Add amp Edit Prajects Team Users Client Documents Status tasks Run Reports Projects across Business Units within assigned Department except for projects marked internal Project Reporter USER The User Role has ability to View assigned projects Add Documents Status tasks Run Reports All Business Units and Projects within Department Users may have NO Department Role to limit access to project level Project View amp Access GLOBAL Any user with a log on to Project Reporter will see Project Admin In Department Out of Department User In Department Out of Department Guest In Department Out of Department Project Reporter Guide NET version 1 0 DEPARTMENTAL All users assigned to the home department will see Business Units and Projects within their department Admin In Department Out of Department User In Department Out of Department Guest In Department Out of Department Project Reporter GUEST The Guest Role has ability to View Assigned Projects Only No edit ability Project View amp Access assigned by the Project Manager INTERNAL MUST BE ASSIGNED TO PROJECT THE PROJECT MANAGER MUST BE ASSIGNED AS WELL Admin In Department Out of Department User In Department Out of Department In Department2. o My Profle Logout Help l Home Tasks Search Admin Reports Welcome to the UMass Medical School Project Reporter Far your convenience the UMass Medical School Project Reporter is organized by individual business units Please select a departmeg search function to locate a specific project Search Projects the options below or use the Department List Home Tasks Search Admin Reports My Profile Logout Help STEP 1 of 2 Enter User Details In this first of two steps please set the basic details of this user The second step will allow you to specify department role combinations if you have permission to do so The data entered in this step is saved BEFORE you navigate to the next step First Mame Middle Name Last Name Email Phone System Role Send Email To User UserName UserDpt amp dmin Change Password Project Reporter Guide NET version 1 0 15 Viu Project Reporter sosom STEP 1 of 2 Enter User Details In this first of two steps please set the basic details of this user The second step will allow you to specify department role combinations if you have permission to do so The data entered in this step is saved BEFORE you navigate to the next step First Name Middle Name Last Name Email Phone System Role Send Email To User UserName UserDptAdmin Change Password Password Doo L Confirm Passiwo STEP 2 of 2 Enter User Department Roles
3. User Manual 03 02 2012 Project Reporter Guide NET version 1 0 l Commonwealth Medicine NH aree nna scoot Project Reporter soss TABLE OF CONTENTS l Overview pg 3 Il Roles amp Security a Department Role Assignments pg 8 b Project View pg 10 c Project Team Member pg 11 d Definitions pg 13 IIl Adding and Maintaining a project a Login pg 14 b Changing Project Reporter Password pg 15 c Adding a New Project pg 19 d Project Description Example pg 21 e Assign Lead Roles pg 22 f Entering User Defined Fields pg 26 g Bookmarking a Project pg 27 IV Status Updates a Entering and Maintaining Project Status amp Project Notes pg 28 b Latest Status Update pg 29 V Tasks Tab a Adding amp Maintaining a Task pg 30 b Updating Task Status pg 32 c Adding Notes to Task pg 33 d Organize Assignments pg 34 VI Documents Tab a Add a Document pg 35 b View Details pg 39 c Edit Details pg 41 d Delete Document pg 42 e Lock a document pg 42 f Edit Document pg 46 VII History Tab pg 50 Vill Member List Tab pg 50 a Group Email pg 50 IX Reports a Producing Reports pg 53 b Sample Reports pg 56 c Downloading Report Data pg 63 X Search Feature pg 66 XI Department Coordinator Role pg 69 XII Project Dashboards pg 70 Project Reporter Guide NET version 1 0 As Project Reporter soon t5 boobed Krowledz n di as cn by l OVERVIEW P
4. t eot hy e Assign Lead Roles Adding Project Role and Assigned User section the Enter Project Data screen can be used to grant or limit access to the project See Roles amp Security Project Team Members describes the security function of this section Current Project Roles and Assigned Users You may recurringly Add users to various roles within this project Click SAVE FORM AND RETURN TO PROJECT DETAIL when you are done Click here to create a new User Project Manager Jones Mary Add User Remove User Executive Sponsor Remove User Client Project Lead Jones Mary Add User Remove User Client Sponsor Jones Mary 1i Add User Team Admin UserDptUser UserDptUser Jones Mary McCracken William Add User Remove User Team User Add User Remove User Team Guest UserDptNone UserDptNone Ad Remove Select Users for Project Manager Role Search Type C FirstName LastName C E Search Text Department Please Select Project Manager Internal Project Leader Executive Sponsor Internal High Level Decision Maker Client Project Lead External Client Project Lead Client Sponsor External High Level Decision Maker e Some projects may not have each role and more than one person can be assigned to a role however each person should only be assigned one role e Please note that within Project Reporter an assigned project role will override a person s department role For example a person who is a department administ
5. Project Project View Title Business Unit Funding Type Funding Amount Client State Code Status ive Project Health Start Date Priority Code End Date 7119 2006 hi Revised End Date T 8 2016 wv Check here if you want to use a revised end date a he Project Number will be auto assigned you may edit the Project by clicking in the box Project s cannot be duplicated b Project View Departmental Global or Internal see Roles amp Security Defined in the Overview c Enter Title Project titles can be duplicated across departments but not in same Business Unit d Select Business Unit BU from drop down common to see more than one BU Project Reporter Guide NET version 1 0 19 mret AL L Project Reporter seus Select Funding type from drop down USA funding SSA funding immigrant grants ISA Fee for Service Enter Funding Amount Select Client from drop down if the client you require does not appear check with your Department Coordinator to add Select State Select Status i Active Current project ii Archive ii Cancelled Project cancelled prior to completion iv Completed Completed success and including project closure v Deleted Project entered in error i e duplicate vi On Hold Vil Pending Project awaiting approval of feasibility cost benefit analysis Select Project Health Overall Project status field allows for reporti
6. Cent action The Organization named John Smith as the principal client for this effort and charged Mary Jones to be the Proje The detailed Project Ano Ioject Opportunity By improving customer satisfaction with the Client Service Call Center experience the Organization Description is typically usi contained within the Project Statement and or Goal Reduce call wait times to a customer friendly level during all periods Charter documents These documents can be stored within the project Last Modified on 1 17 2012 1 47 25 PM by AdminUserAdmin AdminUserAdmin using the Documents tab Project Reporter Guide NET version 1 0 3 Project Reporter sess Current Project Status Communicates Details Tasks Documents History Member List DashBoard Prot Status information NewStatus EditStatus Dele including schedule 1 5 2012 3 51 21 PM Mary Jones and cost updates Issues and risks S and their effect on 1 Presentation to drafted and reviewed with Project Team th e p ro j e ct 2 First draft of programming completed Project updates This Period 1 New committee member Dr Mary Jones Planned Accomplishments for next Period Future 1 Presentation scheduled for Thursday June 14th 2 Present programming information to Executive Committee NO CHANGE Last Modified on 1 12 2012 4 32 08 PM by UserDptAdmin UserDptAdmin Current Project Notes PROJECT NOTES Show All Notes Communicates Project Note
7. Guest SEARCH FOR DOCUMENTS Locate documents by document Title or Abstract SEARCH FOR LESSONS LEARNED Search within the Lessons Learned folder Advanced Search Search for Projects by Title Description History Task Association or UDFs You may select multiple criteria for searches PROJECT and MEMBER SEARCH The following is a list of Search Utilities for this tool Please Select an option from the list below SEARCH BY PROJECT Locate projects by title description history task association document association or UDFs You may select multiple criteria for searches gt Search by Administrative Member SEARCH BY ADMINISTRATIVE MEMBER Locate projects by Project Manager Executive Sponsor Client Sponsor Client Project Lead Team Admin Team User Team Guest Search for Documents SEARCH FOR DOCUMENTS Locate documents by document Title or Abstract Search for Lessons Learned SEARCH FOR LESSONS LEARNED Search within the Lessons Learned folder Advanced Search in Search within these fields Project Title 7 Project Description gt ProjectHistory 7 UDF 7 Documents Tasks Project Reporter Guide NET version 1 0 65 Viu Project Reporter ras terc AL l Pd Server scoot Search by Administrative Member Project Manager Executive Sponsor Client Sponsor Client Project Lead Team Admin Team User Team Guest SEARCH BY ADMINISTRATIVE MEMBER Locate projects by Project Manager Executive Sponsor C
8. Locate projects by title description history task association document association or UDFs You may select multiple criteria for searches SEARCH BY ADMIHISTRATIVE MEMBER Locate projects by Project Manager Executive Sponsor Client Sponsor Client Project Lead Team Admin Team User Team Guest SEARCH FOR DOCUMENTS Locate documents by document Title or Abstract This sunictlon will re amp ur a HSE af documents by searching Project fekis for fed you entered P he Ted field above 67 um Project Reporter soos XI Department Coordinator Role To ensure security and access control each department will identify and assign a Department Coordinator The Coordinator is responsible for granting and maintaining user access at the proper security level Department Coordinators must participate and understand the following v Responsibilities o Creating and maintaining access for department users including prompt inactivation of terminated employees o Perform a period check of users o Support resource for the department users to go to with questions concerns etc v Security o Work with the Department Director to determine the proper level access needed by users Admin access should be granted only after approval from Director and completion of the Project Reporter Admin Training The Program Development office will provide the Security and ADMIN training and will ensure support to answer any questions regarding se
9. McCracken Brady Wayne ample Miller Smith Wayne Williams Project Health YELLOW 08 1372007 Mary Jones On Target Internal Projects View internal projects in which you are a member with appropriate security access UMass Medical School Project Reporter INTERNAL PROJECTS REPORT Project TOL Project Project Zu RESIDENT Revised os Number Priority Team M per ponsor Start Date Er id Date ndDate Status 06 09 06 07 09 06 Project Reporter Guide NET version 1 0 57 S Medicine E LC MAS LL in Publ Service Project Reporter sess Project Detail by Business Unit View a snapshot of an individual project including project description current status update and list of outstanding tasks by Business Unit SCHOOL Project Number Project View Project Start Date Project End Date Revised End Date Project Health Status Priority Project Reporter UMass Medical School Department PRIT Business Unit Training Projects PROJECT DETAIL by BUSINESS UNIT Project Client Services Call Center Expansion Training Sample ZU06BPRJIM1 0698 Departmental 06 09 2006 OF 09 2006 O7 08 2006 YELLOW Active High Chartstring 9387554321 Project Description Project Manager Client Sponsor Executive Sponsor Team Admins Team Users Team Guests Mary Jones Mary Jones Brady Wayne Dennis Crane Jane Johnson Mary Jones
10. Out of Department 13 As Project Reporter soon ADDING AND MAINTAINING A PROJECT a Login Login to Project Reporter at http www projrpt umms org Project Reporter romeo sn Project Reporter Login V Welcome to UMass Medical School Project Reporter Ec LT Name Organize Communicate Document and Store Report Password roject Reporter is a multi pronged tool that helps teams organize communicate document and report on projects This on line tool ovides instant access ta key project information and status updates as well as providing a centralized repository to stare project ocuments Login information for new Project Reporter allows users to and existing users Maintain and document project progress Browse and search projects documents and tasks Generate reports on real time project information Get reports on your projects Contact us with questions and suggestions Visitthe Commonwealth Medicine web site Initial password change In order to avoid unauthorized logon security Best Practices dictates that the initial password password be changed A confirmation text box prevents mistakenly entering an incorrect password that might not be remembered The initial login password is password lower case Project Reporter Guide NET version 1 0 14 Zra Project Reporter a UMASS rca lipped L aire n b Zy Server sc b Changing Project Reporter Password
11. Project View Located on the Enter Project screen the Project View limits or allows access to the project The Project View will always default to Departmental and can be changed by selecting the drop down arrow to the right The Project View selection is made by the Project Manager Admin Role or Team Admin Role and defines who will have access to the project e Departmental all users assigned to the department are able to see and access this project e Global all users that have a log on to Project Reporter are able to see and access this project e Internal users specifically assigned to the project are able to see and access this project This project will appear ONLY on the project listing for team members Assignment of user to view your INTERNAL project is defined in the Project Team Members Add New Projects section of this guide Project Reporter Windows Internet Explorer x http qa www projrpt umms org ProjectR eporter ProjectT abs aspx project_seq_id 1 0699 Department_seq_ M m Google A Q UseriD AdminUserGuest A Commonwealth AdminUserGuest Medicine Dept PRIT UMASS Dept Role GST mret A L i S sCnoot Business Unit TRNP droit E Home Tasks Search Admin Reports My Profile Logout Help Project Listing Business Units Listing ENTER PROJECT DATA 2009TrainingRevison Project Details Project 2009TrainingRevison Project View Title lient Services Call Cente ce Business Unit raining P
12. Track project members and their access to project information using the Member List tab 1 View alist of team member names and their roles Send emails to project members from this tab Project Reporter Guide NET version 1 0 Project Reporter sonsu History Tab Details Tasks Dacumet d Histon lember List DashBoard 1 55 2012 3 51 21 PM Mary Jones i 5 This Period 1 Presentation ta drafted and reviewed with Project Team 2 First draft of programming completed Project updates This Period 1 New committee member Dr Mary Janes Planned Accomplishments for next Period Future 1 Presentation scheduled for Thursday June 14th 2 Present programming information ta Executive Committee NO CHANGE Member List Tab m s Jones Mary Admin Jones Mary Project Manager X Sl XI Jones Mary Client Project Lead ks McCracken William Admin Guest 4 KI User G MEDICAL VM CE ES Project Reporter Reports MESE Home Tasks Search Admin Reports My Profile Logout Help a Welcome to the UMass Medical School Project Reporter For your convenience the UMass Medical School Project Reporter is organized by individual business units Please select a department from the options below or use the search function to locate a specific project Search Projects The reporting function provides point and click standard reports with
13. View Use this section to E l i l grant access to users outside the Program Development amp Project Manageg department where this project resides Departments Depariment Role er 2 Internal Project View If the Project View is INTERNAL users MUST BE granted access in the Project Team Member list to be able to view or have access to this project You are already done if you have no department rale combinations ta create Your previous button to go back to the first step in this form Promote or Demote User access Click Save a new Department Role Click a Department Role link to delete it Combination button Click a Department Role link to delete it Exit Department Role Fom Click Exit Department Role Form button Select Users for Project Manager Role Search Type FirstName LastName Email Address Search Text iones Department Sar E Search Users for Project Roles By e First Name Click here to Search reto Search e ast Name e Email Address e Search Text Users Keith Mary e Department Click Click here to Search button Michael Dan Choose member s from Users drop down list Click Click here to Add Selected User Click here to Add Selected User Cancel Save Form and Return to Project Detail Heturn to Project Detail Project Reporter Guide NET version 1 0 24 wx Project Reporter soosis rri s n Pelix Server hy Current
14. ability to view and access the project including the Project Manager setting up the project 3 Limit or demote access to users within the department If a user has department ADMIN privileges but need only have guest access in this project you can limit access in the Project Team Member section below Project 2009TrainingRevison Client Services Call Center Expansion Training Sample Client Commonwealth Medicine Project Managers Jones Mary Start Date 06 09 2006 Executive Sponsors End Date 07 09 2006 Client Project Leads Jones Mary Revised End Date Client Sponsors Jones Mary Status active Team Admin s Jones Mary McCracken William Priority High Project Health YELLOW Chartstring W9887654321 Funding Type USA University Set Aside Funding Type Mini Grant Funding Amount 50 000 00 Details Tasks Documents History Member List DashBoard Project Reporter Guide NET version 1 0 I Wu Project Reporter sosoo nn erro in Publix Server Project Team Members added can be edited at the bottom of the page see below Project Description H 7 U s x A Gs Bm 9 T OSE e amp Hua EL Description CY Call Center Len fl should be enhanced to more r m utilize the staff and equipment during peak periods A Cost Feasibility Study will completed and if approved the Project Statement will follow Ii ll Ml KL ELI MI uda MI MKM I i ili L L Background In December of 2005
15. instant access to project information User s access to information in reports replicates their access in the Project Reporter application Project Reporter Guide NET version 1 0 Viu Project Reporter soos MEDICALIL LCS S DL dsl scoot ll ROLES amp SECURITY Access to projects in the Project Reporter tool is managed using a tiered security model Department Role Project View and Project Team Members By combining these functions with the Project View explained below the Project Manager Admin Role can limit or grant access to project team members a Department Role Assignments Each department has an assigned Department Coordinator The Department Coordinator will process requests to add new users and maintain all department user access Only the Department Coordinator has access to add inactivate or reactivate users for the department Please contact your Department Coordinator if you would like to add inactivate or reactivate a user Users outside the department must contact the Department Coordinator for access Department Roles are assigned in the Enter User Profile screen accessed by clicking My Profile or Admin button from the navigation bar see screen shot below Roles assigned in this screen determine the user access to the department level projects e Team Administrators enter and edit project details amp information statuses and adds clients There must be at least one Team Administrator assigned to the
16. of your account infanmaitian contact your system admmetrator Project Reporter Guide NET version 1 0 53 A ug Business Objects j eR R U new lt 2 E sera E wyntvew semnwe JO E e 32 6 ma 3 xX lS ormene X fer aTypes E SzHame D D Tita lt Ej uu My Folders O BUSINESS UNIT RE E Public Folders ule P E Gn A BO Instructions pae Bp FE Projed Reporter Schedule Properties E 3 Project Reporter Train O amp CLIENT REPORT Schedule Properties O a END DATE Schedule Properties O 9 INTERNAL PROJECTS REPORT Schedule Properties E PROJECT DETAIL by BUSINESS UNIT Schedule Properties O PROJECT DETAIL STATUS by BUSINESS UNIT Schedule Properties O 2 PROJECT MANAGER Schedule Properties lere g A PROJECTREPORT DETAIL T abe abode R aaa ne Last Run Never run Never nun Never nun Never run Never nun Never nun There will be a slight delay while the selection criteria screen is built Project Reporter Guide NET version 1 0 Crystal Report Crystal Report Crystal Report Crystal Report Crystal Report Crystal Report 54 Ember prent values My Parameter business seq Rosi BUSITESS UIT REPORT r paj y Pasaaeter Department seq JK SID Mc Praeter business te adc SUD BUSINESS UNT REPORT rper Der BUSI
17. project e Project Users have the ability to add and maintain documents and see assigned projects The Project User cannot edit project details e Project Guests only have access to view projects in a department Users assigned this role are not able to make any changes to the project Project Reporter Windows Internet Explorer lej RS ad E aan RTE CS EE 295 Home Tasks Search Admin F eports My Profile Logout Help STEP 7 of 2 Enter User Details In this first of two steps please set the basic details of this user The second step will allow you to specify department role combinations if you have permission to do sa The data entered in this step is saved BEFORE you navigate to the next step First Name Middle Mame Last Name Email Phone System Role Send Email To User Project Reporter Guide NET version 1 0 Project Reporter Windows Internet Explorer Em x e E http niga projrpt umims org ProjectRA eporter H omeMyProtile aspx kd b E Maus FR 6 nnt rale combinations Ifyou do nat have Role changes to make or you do not have permission to make such changes Department Role Form buttan d T c Went rale combinations to create Your previous changes in Step 1 were already saved Click the Exit Department Role Form Project Reporter Guide NET version 1 0 9 S Project Reporter e t hooked L rire in Publix Server hy b
18. proper course of action ta enhance the Call Center and the implementation of said course of action Opportunity By improving customer satisfaction with the Client Service Call Center experience the Organization will maintain a competitive advantage over its rivals Project Status by Business Unit View a snapshot of an individual project with current status update UMass Medical School Project Reporter PROJECT STATUS by BUSINESS UNIT Department Project Reporter Internal Training Business Unit Training Projects Project Duplicate Project Names Project view Departmental Project Manager Mary Jones Start Date 06 25 2007 End Date 07 25 2007 Revised End Date Project Health YELLOW Project Description testing duplicate project names and numbers Current Project Status Nol Entered Project Reporter Guide NET version 1 0 59 Wu Project Reporter sosoo UMass Medical School Project Reporter PROJECT MANAGER REPORT Priority Status Sponsor Client Start Date Client Services Call Center Expansion Departmental High Active Dennis Crane Commonwealth 0640906 0006 07 08 06 Training Sample Jane Johnson Medicine Project Health YELLOW Lion UB 3 2007 Mary Jones On Target Client Sponsor View projects for Client Sponsors UMass Medical School UMASS Project Reporter SPONSOR Sponsor Mary Jones Propect ni Client Start Date End Date Training Projects OS Client Services Call Center Expansion Traini
19. the Client Services Call Center One of the findings was that during peak periods the wait time for a phone call to be answered exceeded what is considered to be reasonable Since one of the goals of the Organization is quick and efficient response to Client s needs it was determined that enhancements to the Call Center should be investigated The Organization named John Smith as the principal client for this effort and charged Mary Jones to be the Project Manager Lead Statement This project encompasses the determination of the proper course of action to enhance the C To access this application click here Thank you Project Reporter Guide NET version 1 0 49 Viu Project Reporter e a rert AX L i Server w oot hy Vil HISTORY TAB Details Tasks Documenta History Member List DashBoard 1 5 2012 3 51 21 PM Mary Jones 5 This Period 1 Presentation to drafted and reviewed with Project Team 2 First draft of programming completed 1 New committee member Dr Mary Jones Planned Accomplishments for next Period Future 1 Presentation scheduled for Thursday June 14th 2 Present programming information to Executive Committee NO CHANGE Last Modified on 112 2012 4 32 08 PM by UserDpt amp dmin UserDpt amp dmin Vill MEMBER LIST TAB Group Email Details Tasks Documents History DashBoard Check All Name Projec Jones Mary Admi
20. Betty Miller Jahn Williams Dennis Crane Jane Johnson Wiliam McCracken Julie smith Brady Wayne Description The Call Center operation should be enhanced ta more effectively utilize the staff and equipment during peak periods A Cost Feasibility Study will be completed and if approved the Project Statement will follow Background In December of 2005 the Organization completed a study of the efficiency of the Client Services Call Center One of the findings was that during peak periods the wait time for a phone call to be answered exceeded what is considered to be reasonable since ane ofthe goals of the Organization is quick and efficient response ta Client s needs it was determined that enhancements to the Call Center should be Investigated The Organization named John Smith as the principal client for this effort and charged Mary Jones to be the Project Manager Lead Statement This project encompasses the determination of the proper course of action to enhance the Call Center and the implementation of said course of action Opportunity Ey improving customer satisfaction with the Client Service Call Center experience the Organization will maintain a competitive advantage over its rivals Project Reporter Guide NET version 1 0 58 Project Report Detail View a snapshot of an individual project including project description current status update and list of outstanding tasks UMass Medical School Project
21. In this final step you may recumngly create department role combinations If you do not have R changes simply click the Exit Department Role Form button Program Development amp Project Management Office zi fepartment Role ou are already done if you have no department role combinations to create Your previous ch Role Form button to go back to the first step in this form Click a Department Role link to delete it Department Roles ram Pr t Internal Trainin 16 Project Reporter Guide NET version 1 0 Wu Project Reporter sonos UMASS hooked Knowledge ELT Server oo After logging in to Project Reporter T My Profile Logout Help L Home Tasks Search Admin Reports Welcome to the UMass Medical School Project Reporter For your convenience the UMass Medical School Project Reporter is organized by individual business uni bns below or use the search function to locate a specific project Search Projects r Department List ISOS Home Tasks Search Admin Reports My Profile Logout Help Welcome to the UMass Medical School Project Rep For your convenience the UMass Medical School Project Re re ANY se select a department from the options below or use the search function ta lacate a specific project Search Projects j Department List Home Tasks Search Admin Reports dy Profile Lo
22. NESS WET REPORT 3 Arabai Nam EY Cara Reporter ier raya Availabe NT pi S Treen lS ve L Bendale Nha een Teir Red elle Vahe Hp Tri ei view Ayes v hp nz DEPARTMENT A CBA Project Reporter Guide Reporter rn ons sin casei ed abst Project Reporter interned Training rebel ed values USR la T Ged Vaz Green Veo Fer elec id Vai mz ETE Canceled Completed Deieied Peres elected FR DEPARTMENT AL CH DEAL HTEF24AL NET version 1 0 55 Viu Project Reporter MEDICAL IL LS Lu duis scoot by b Sample Reports Business Unit View a snapshot of all projects within one or multiple business units UMass Medical School Project Reporter BUSINESS UNIT REPORT Department Project Reporter Internal Training Project Project Project Project Revised Project Name View Client Number Priority Team Manager Sponsor Start Date End Date End Date Status raining Projects Client Services Call Departmental Commonwealt 2006PRJ High Crane Mary Jones Dennis Crane 0609 06 07 09 06 OF 06 06 Active Center Expansion h Medicine 110698 Johnson Jane Johnson Training Sample Jones Mary Jones MeCracken Brady Wayne Miller Smith Wayne Williams Project Health YELLOW UST 3 2007 Mary Jones On Target Client Lead View projects for an individual or group of project Client Leads UMass Medical School Project Reporter CLIEN
23. P Description The Call Center should be enhanced to more effectively utilize the staff and equipment during peak penods A Cost Feasibility Study will be and 0 approved the F Statement wil follow Background In December of 2005 the Organization completed a study of the eficiency of the Chen Services Call Center One of the findings was that during peak periods the wart time for a phone call to be answered exceeded what is considered to be reasonable Since one of the goals of the Organization rs quick and e amp cient response to Client s needs it was determined that enhancements to the Call Center should be The Organization named John Smah as the principal client for this efor and charged Mary Jones to be the Project Manager Lead Statement This project encompasses the determination of the proper course of action to enhance the Call Center and the implementation of said course of action Oppertunity By improving customar sal satisfaction with the Chani Sonics Cal Contes experiance tha Organization will San a OAA advantage over ita Project Reporter Guide NET version 1 0 62 Wu Project Reporter a t hooked Knowtedor n Publix Server hy Downloading Report Data continued rt File Format File Download CAUTION If you have opened the document for immediate viewing editing printing and you wish to save it from within Word You must use File Save As to store the document where you wish Pro
24. Project Roles and Assigned Users You S mak SAVE FORM AND RETURN TO PROJECT DETAIL when you are done Remove User Remove User Current Project Roles and Assigned Users You may recurringly Add users to various roles within this project Click SAVE FORM AND RETURN TO PROJECT DETAIL when you are done Click here to create a new User Project Manager Jones Mary Executive Sponsor Client Project Lead Jones Mary Client Sponsor Jones Mary Team Admin u tUser U Jones Mary McCracken William Team User Team Guest UserDptNone UserDptNone Remove Users for Project Manager Role a S mm Project Reporter Guide NET version 1 0 25 C MEDICAL vM CE ES wino Project Reporter soson Acphbec Khowledor n P Server Project 2009 TrainingRevison Client Services Call Center Expansion Training Sample Client Commonwealth Medicine Project Managers Start Date 06 09 2006 Executive Sponsors End Date Client Project Leads Revised End Date Client Sponsors Status activ Team Admin s Use r Jones Mary McCracken William Priority Project Health l j i W987654321 Funding Type T Operi PIOJECL CICK EC IT Mini Grant Funding Amount r ZL TO act E r Details Tasks Documents History Member List DashBoard The information on the Header Section as well as the Project Description and user information can be edited by clicking the Edit Project button and making any necessary changes
25. Reporter PROJECT REPORT DETAIL Project Client Services Call Center Expansion Training Sample Project Number Z2006PRINM1O698 Project Manager Mary Jones Project View Departmental Client Sponsor Mary Jones Brady Wayne Project Start Date 06 09 2008 Executive Sponsor Dennis Crane Jane Johnson Project End Date 07 09 2008 Team Admins Mary Jones Betty Miller Jahn Williams Revised End Date 07 08 2006 Project Health YELLOW Status Active Team Users Dennis Crane Jane Johnson Wiliam McCracken Julie Smith Brady Wayne Priority High Team Guests Chartstring 3657554321 Project Description Description The Call Center operation should be enhanced to more effectively utilize the staff and equipment during peak periods A Cost Feasibility Study will be completed and if approved the Project Statement will follow Background In December of 2005 the Organization completed a study of the efficiency of the Client Services Call Center One of the findings was that during peak periads the wait time for a phone call to be answered exceeded what is considered to be reasonable since one of the goals of the Organization is quick and efficient response ta Client s needs it was determined that enhancements to the Call Center should be investigated The Organization named Jahn Smith as the principal client far this effort and charged Mary Jones to be the Project Manager Lead Statement This project encompasses the determination of the
26. T LEAD Client Lead Mary Jones PE Project View TE NC et TTT Project Name Priority Status Project Manager Client Start Date End Date E Training Projects mee Call Center Expansion Training Departmental Active Mary Jones Commonwealt 0670906 0709 06 7 8 2008 ample h Medicine Project Health YELLOW Oe 3 2007 Mary Jones On Target Client Report View projects for an individual or group of Clients UMass Medical School Project Reporter CLIENT REPORT Client Commonwealth Medicine Project Project View Project Name Humber Priority Status raining Projects Revised Project Manager Start Date End Date End Date Client Services Call Center Z006PR JM 10698 Departmental Active Expansion Training Sample Project Health YELLOW Mary Jones LIB Sb 7709 08 77 08 08 B 302007 Mary Jones On Target Project Reporter Guide NET version 1 0 56 Ava Project Reporter sosom MEDICAL Acphecd Knowledge n Pu Server oot hy End Date View projects by project End Date UMass Medical School Project Reporter End Date Project Reporter Internal Training Project End Date From 07 08 2006 To 07 09 2006 Client Number Priority Team M T Sponsor Start Date End Date Training I Client Services DepartmentaCommonwealt 2006PRJM1 High Crane Mary Jones Dennis Crane lt 06 09 2006 OF 02 2006 07 08 2008 Active Call Center h Medicine 0696 Johnson Jane Johnson Expansion Jones Mary Jones E
27. begin initi Obtain approval to begin initi Prepare Project Statement Filter Tasks By All Task Assignments Status Assigned By Last Note 5serDptAdmin UserDptAdmin 30 hooked Knowtedor in Publix Server oject Reporter sonses Title Due Date Task Visibility Assign To Mary Jones Email Assignee Task Description Wiliam McCracken Project Reporter Guide NET version 1 0 TASK DETAILS 31 Uu Project Reporter eens MECICAL l scoot Task assignee will receive an e mail in the following format NOTE The body of the E mail includes a link that brings the recipient directly to the task Hello Your Task List has been updated with the following task for project Client Services Call Center Expansion Training Sample Project Statement Revisions To access this application click here Note You can assign a task to multiple team members b Updating Task Status Details Tasks Documents History Member List DashBoard New Task gt Shaw Active Tasks approval to begin i UserDptAdmin aeaaeae Prepare Project Statemen UserDpt amp dmin UserDptAdmin L The assignor will receive an e mail containing a link to the task when the task has been completed or reopened Hello This Task Project Statement Revisions in project Client Services Call Center Expansion Training Sample has been c
28. curity access issues Project Reporter Guide NET version 1 0 68 71 Project Reporter e s Li scoot hy XIII PROJECT DASHBOARDS Project Reporter Guide NET version 1 0 69
29. e 1 Presentation scheduled for Thursday June 14th 2 Present programming information ta Executive Committee NO CHANGE Last Modified on 1 5 2012 3 51 21 PM by Mary Jones P You can leave the default name or replace the Name which will be pre filled with UMASSMED Project Reporter Project Link with a name that describes the actual project and click Add Upon first accessing the web and selecting the new favorite if you are already logged into Project Reporter you will not have to login If you are not logged into Project Reporter you will be asked for your Project Reporter login information A successful login will bring you directly to this project Project Reporter Guide NET version 1 0 E Project Reporter soos Acphbed Knowledge in Pubic Service hy IV STATUS UPDATES a Entering and Maintaining Project Status amp Project Notes Project Status is designed to communicate an overall project update to the project team PROJECT STATUS 1 5 2012 3 51 21 PM Mary Jones PROJECT NOTES Show All Notes 1 5 2012 3 40 09 PM Mary Jones Project Reporter demo scheduled for Team Members 10 6 08 Last Modified on EditNote Delete Note 1 5 2012 3 39 30 Project Statuses a Last Modified on Edit Note Delete Note 28 Project Reporter Guide NET version 1 0 Project Reporter sses b Latest Project Status Update The Latest Project Status appearing o
30. e Excel Workbook xb Project Reporter Guide NET version 1 0 44 E moams R iQ X E Cyberlink Ed Director Human Resources Interview C3downloads ed Marketing Analytics Assessment xls GER Director Space amp Time amp Effort Certification ET LR DE save asLype Microsoft Office Excel Workbook 0 xis Then enter your password and click OK Project Reporter Guide NET version 1 0 45 S Project Reporter soosse hy When the file is loaded into Project Reporter the password protection remains and this function works the same as if the file was in the share drive upon opening the user will be prompted to enter a password to allow the file to open f Edit Documents FOLDI ACTIONS LOCKED BY No Folder Specified A View Details Edit Details Delete Lock 04 Meeting 20090721 Minutes View Details Edit Details Delete Lock Delete Lock File Download Project Reporter Guide NET version 1 0 46 E RE EE i http www projrpt umms org AccessDocument cfm document FeasibiltyCostBenefitSample CallC a E MIL Edit View Insert Format Tools Table PDF Create GoTo Favorites Help we omo BD eee Om BH 9 Le save Ciri 5 Ins org AccessDocument cfm docume v E co i Links Save As TEE Final Showing Markug gt Page Setup a Print Ctrl P i al Modify the document and Send d Import and Export Prope
31. e Project Manager Lead Statement This project encompasses the determination of the proper course of action to enhance the Call Center and the implementation of said course of action Opportunity By improving customer satisfaction with the Client Service Call Center experience the Organization will maintain a competitive advantage over its The project description details the project issues and opportunities goals and objectives success criteria identifies risks considerations and assumptions d Project Description Example 1 Problem Opportunity Our client has requested our assistance in developing and implementing the sample systems to coordinate the benefits of their members eligible for coverage 2 Project Goal To establish and coordinate required business functions with client on sample project 3 Objectives a participate with client in the development of contract agreement for sample project b Communicate with client to establish mutually agreeable policies and business processes including but not limited to Data sharing format and frequency Billing and payment process Enrollment dis enrollment procedures Reporting and reconciliation of enrollment amp eligibility member utilization and claims and member appeals process Interface with project teams for claims processing planning and implementation Project Reporter Guide NET version 1 0 21 G x Project Reporter e
32. estgaied Ihe Organization named John Smith as the principal chent tor thas etort and chaged Mary Jones tobe the Paed Manager Lead Solution The Call Center operation should be enhanced to more effectively utilize the staff and equipment during peak perkxis Boundaries The Organization willnot substantially change therole of the C all Center ational changes will have no impact on this project ie Daan nd Be aed The enhancements will not requre a change of locaton for the Call Center Alternatives Upgrade Call Center Equipment Add Call Center Personnel Provide Additonal Training To Call Center Personnel Adjust Work Schedule To Conform To Work Loads Make No Changes Cost Estimates Upgrade Call Center Equipment Project Reporter Guide NET version 1 0 40 Zr hoo wc Krowfed n P Server C Edit Details Details Tasks Documents Member List Das Add New Documents FOLDER E ZA a pa ACTIONS LOCKED BY No Folder Specified 04 ni View Details Edit Details Delete Lock 04 Meeting 20090721 Minutes View Details Edit Details Delete Lock 05 Project Plan WBS 20100705 View Details Edit Details Delete Lock Gant documents Edit Selection Pess choose an Rem tirar Edit Selection isse choose an mem trt Please choose your Keywords Add Mew Bats Breakfast Cost Benefit Analysis and Feasibility Stt food Cost benefit Analy 01 Cost Benefit Analysis and Feasibility Study Final amma cick u
33. f Entering User Defined Fields Hide Summary Project 2009 TrainingRevison Client Services Call Center Expansion Training Sample Client Commonwealth Medicine Project Managers Jones Mary Start Date 06 09 2006 Executive Sponsors End Date 07 09 2006 Client Praject Leads Jones Mary Client Sponsors Jones Mary Team Admin s UserDptlser UserDptUser Jones Mary McCracken William Details Tasks Documents History Member List DashBoard DD ECT Acer HBIHTIOM To edit any of the Project or UDF information click the Edit Project or Edit UDF s buttons located on the header section of each tab Fields and values are searchable see search function for details UDF s appear on the Project Detail by Business Unit Report amp Project Status Detail Report NOTE You are not required to enter any UDF s for a Project Project Reporter Guide NET version 1 0 26 Zhu Project Reporter soss t hooked Knowledor n T hy g Bookmarking a Project You can add this project to your Favorites by clicking the Bookmark This Page Hyperlink at the bottom of the Project Detail Screen PROJECT STATUS New Status Edit Status Delete Status 1 5 2012 3 51 21 PM Mary Jones This Period 1 Presentation to drafted and reviewed with Project Team 2 First draft of programming completed Project updates This Period 1 Mew committee member Dr Mary Jones Planned for next Period Futur
34. f the Communication plan submitted to Senior Leadership for review and approval on 12 15 05 2 Schedule Costs Schedule for distribution to the management staff for presentation is 1 5 06 upon approval from Senior Leadership 3 Issues Risks If revisions are needed the schedule to present to the department staff may be extended and the projected cost will increase due to additional resource time 4 To be completed Identify work the team will work on between now and the next status update NOTE The history of the Project Status updates can be found by clicking the History tab Project Reporter Guide NET version 1 0 20 P emen Gers in Publix Server V TASK TAB The Tasks tab is designed to document assign and communicate progress 1 Organize and assign tasks to project team members with an option of sending notification of the assignment via email 2 rack progress by having team members update task status and add notes to document progress a Adding and Maintaining a Task Deta rests foc ents History MemberList DashBoard New Task Due Date 02 09 2012 02 08 2012 02 09 2012 02 09 2012 02 09 2012 02 09 2012 Assi To Jones Mary Jones Mary McCracken William UserDptNone UserDptNone UserDpiUser UserDpiUser Jones Mary Project Reporter Guide NET version 1 0 Title a Schedule Team Meeting Obtain approval to begin initigir Obtain approval ta begin initi Obtain approval to
35. gout Help Welcome to the UMass Medical School Project Reporter Far your convenience the UMass Medical Schaol Project Reparter is organized by individual below or use the search function to locate a specific project Search Prajects Department List Program Development amp Project Management Office Project Reparter Internal Trainin Click Here ta wiew all af your open projects Project Reporter Internal Training Business Units Training Projects Project Reporter Guide NET version 1 0 17 Project Reporter n Home Tasks Search Admin Reports My Profile Logout New Project Project Listing Business Units Listing PROJECT LISTING Project Reporter Guide NET version 1 0 18 Viu Project Reporter e MEDICAL hooked Knowtedse in Publix Server oot c Adding a New Project Home Tasks Search Admin Reports My Profile Logout Help New Project Project Listing Business Units Listing Training Projects Client Services Call Center Expansion Training Sample Special Note Access to the Enter a Project screen is limited to users assigned the Admin role within a department If the New Project selection does not appear on the navigation bar the user cannot enter a project Check with the Department Coordinator to add users or update user access Adding a New Project the Enter Project Data screen will appear ENTER PROJECT DATA 2009TrainingRevison Project Details
36. ject Reporter Guide NET version 1 0 63 d Save as Web Page File Search Permission Versions Web Page Preview Page Setup Print Preview Fe Print Send To Properties 1G TOTAL Guide Version2 5 WithTOC Project Reporter Guide NET version 1 0 Type a question For help UMass Medical School Project Reporter PROJECT DETAIL by BUSINESS UNIT RII Init 1 Tr aining Projects dE pansion frair Project Manager ua me Client Sponsor Mary Jones Brady Wayne Executive Sponsor Dennis Crane Jane Johnson Team Admins Mary Jones Betty Miller John Williams 64 A Dap Project Reporter viede in Pub Service X SEARCH FEATURE Locate projects by title description history task association documents association or UDFs You may select multiple criteria for searches The Search Feature provides the ability to navigate to different areas within Project Reporter Home Tasks Search Admin Reports My Profile Logout Help PROJECT and MEMBER SEARCH The following is a list of Search Utilities for this tool Please Select an option from the list below SEARCH BY PROJECT Lacate projects by title description history task assaciation document association ar UDFs You may select multiple criteria for searches SEARCH BY ADMINISTRATIVE MEMBER Locate projects by Project Manager Executive Sponsor Client Sponsor Client Project Lead Team Admin Team User Team
37. lient Services Call Center 08192007 Mary Jones L Expansion Training Sample Create Preamble for Department i l Departmental and Business Unit home pages Ma Mates Entered Task Report by Project View project tasks by project UMass Medical School Project Reporter TASK REPORT BY PROJECT Project Reporter Internal Training Project Assigned io Project VIEW Client services Call Center Expansion Training Sample 08 23 2007 Brady Wayne Prepare Cost Benefit Analysis 0 Departmental and Feasibilty study Prepare the cost benefit analysis using the new Cyl methodology Obtain A Initiation Client Services Call Center 08719 2007 Mary Jones E Expansion Training Sample roval to Begin Departmental hase NO Notes Entered Project Reporter Guide NET version 1 0 2006P RJM11 0698 25 2006P RJM11 0698 2006F RJM110696 558 JUODBPRUIMTUBSOG 25 DeJ D4 r QA DEZ Commaomwealt OSTAO OTSTE OFA h Medscing Mary Jones Mary Jones Project Number Assigned Gy Mary Jones Mary Jones 61 Downloading Report Data In order to save a report to disk or to edit the contents of a report create the report within Project Reporter as described in the section above l Fl Ee NN 30737 UMass Medical School Project Reporter PROJECT DETAIL by BUSINESS UNIT aru nent PRIT ning Projects t er Expansio n Tra ining Sampl Chartstring W987654321
38. lient Sponsor Client Project Lead Team Admin Team User Team Guest Search for Documents SEARCH FOR DOCUMENTS Locate documents by document Title or Abstract Search for Lessons Learned SEARCH FOR LESSONS LEARNED Search within the Lessons Learned folder Project Role Project Status First Name Last Name Search for Documents by Document Title or Abstract PROJECT and MEMBER SEARCH The following is a list of Search Utilities for this tool Please Select an option from the list below 5 Search for Projects SEARCH BY PROJECT Locate projects by title description history task association document association or UDFs You may select multiple criteria for searches Search by Administrative Member SEARCH BY ADMINISTRATIVE MEMBER Locate projects by Project Manager Executive Sponsor Client Sponsor Client Project Lead Team Admin Team User Team Guest Search for Lessons Learned SEARCH FOR LESSONS LEARNED Search within the Lessons Learned folder Text o TRIS Amikon will search for documents Fiat are ike Ze Ted you entered In ife Ted feld Project Reporter Guide NET version 1 0 66 teL AL VL Pd Server scoot Search for Lessons Learned within the Lessons Learned Folder PROJECT and MEMBER SEARCH The following is a list of Search Utilities for this tool Please Select an option from the list below Project Reporter Guide NET version 1 0 SEARCH BY PROJECT
39. m Ad ondas R a brd t Probi are asonable nnancements to Manager Lead j gt File name Feasibility Cost Benefit Call Center doc w save Save as type werd Document doc 3 PLE Luin LH LIE RIIS TEE EH e The enhancements will not require a change of location for the Call Center e The enhancements will not require any construction work Project Reporter Guide NET version 1 0 45 Password to open x File sharing options For thes document I Toos lt Password to modify D gt ts doc C Read only xsibility Cost Benefit Ca vit al Segnture Protect Document asibility revised cfm doc ps bilitycostbenefit cfm c Privacy options e cfm doc O Remove personal information from fle properties on save to Dept BU Admin d or comments O PRNewsletter doc v Store random number to improve merge accuracy d L 4 My v Make hidden markup visible when opening or saving vear a ka Kren Macro security deer Adjust the security level for opening files that might r contain macro viruses and specify the names of Macro Sacuty Places Save a5 type Word Document doc Then enter your password and click OK When saving an EXCEL document go to File Save as then click on tools Click on GENERAL OPTIONS n Save As My Captivate Projects My Music Save as type Microsoft Offic
40. n Iv Jones Mary Projec Jones Mary Client Ive McCracken William Admin Project Reporter Guide NET version 1 0 50 Project Reporter e hy Details Tasks Documents History MemberList DashBoard estMary Jones umassmed edu TestMary Jones umassme e Although a team member s name may appear multiple times they will receive only one e mail WARNING If you wish to exclude some individuals be sure you uncheck all occurrences Project Reporter Guide NET version 1 0 51 u Project Reporter sesos IX PROJECT REPORTER BUSINESS OBJECTS REPORTS Standard Report Set 1 Business Unit 2 Client Lead 3 Client Report 4 End Date 5 Internal Projects 6 Project Detail by Business Unit T Project Detail 8 Project Manager 9 Project Status by Business Unit 10 Sponsor 11 Task Report By Person 12 Task Report By Project Note All reports are exportable by clicking the file button at the top left hand corner Project Reporter Guide NET version 1 0 52 G Project Reporter t E eot hy a Producing Reports Home Tasks Search Admin Reports My Profile Logout Help ey Welcome to the UMass Medical School Proje For your convenience the UMass Medical School Project Reporter is organi search function to locate a specific project Search Projects partment from the options below or use the Log On to InfoView If ou are ueue
41. n the Details Tab under Project Description is designed to communicate an overall project update to the project team The Project Manager will work with the Executive Sponsor Client Project Lead and Client Sponsor to determine the schedule of project status updates weekly monthly Each Status Update will begin with the color indicated below that allows for team members a quick reference Green Project is on track hitting all major and minor milestones Interdependencies being well managed Yellow There is some risk in the project Minor milestones have been missed Some issues with interdependencies Major milestones will still be met Red The project is at risk Minor and major milestones will be missed Interdependencies not cooperating or not aligned Be sure and include pertinent info 1 What has been accomplished Is the project on schedule and meeting cost projections Are there potential issues that affect the project schedule or cost and what are the risks if the issues are not resolved SAMPLE Project Status Update Green Draft of the Communication plan submitted to Senior Leadership for review and approval on 12 15 05 Schedule for distribution to the management staff for presentation is 1 5 06 upon approval from Senior Leadership If revisions are needed the schedule to present to the department staff may be extended and the projected cost will increase due to additional resource time 1 Accomplishments Draft o
42. ng Sample Departmental High Active Mary Jones igen 05409706 O07 0606 Medicine Sponsors Dennis Crane Jane Johnson Mary Jones Brady Wayne Project Health YELLOW U4RIZ008 Alan Cohen 1 Presentation dud MT M sued alf Project Team 2 First draft of programming completed 1 New committee femi Dr brao E Ir ext p d Fi 71d Presentation scheduled for Thursday June 1 ath 2 Present programming information to Executive Committee Project Reporter Guide NET version 1 0 60 Executive Sponsor View projects for Executive Sponsors UMass Medical School Project Reporter SPONSOR MEDIER Efe GGL Sponsor Jane Johnson raiming Projects IFC Project Departmental High Acive Mary Jones EOHHS Sponsor Jane Johnson Project Health GREEN Status good moving forward Client Services Call Center Expansion Training Sample Departmental High Acte Mary Jones Sponsors Dennis Crane Jane Johnson Mary Jones Brady Wayne Propect Health YELLOW Dae 2008 Alan Cohen 1 Presentation drafted and revigwed with Project Team 2 First draft of programming cornpletad Task Report by Person View project tasks by person UMass Medical School Project Reporter TASK REPORT BY PERSON Project Reporter Internal Training Client Services Call Center 5 19 2007 Mary Jones L Expansion Training Sample Obtain Approval ta Begin otal Departmental Initiation Phase Mo Notes Entered C
43. ng sorting by current project status Serious Risk Manageable Risk On Target Select Priority Code i High Critical needs mandated cost legal etc li Medium Important but not mandated ii Low Requested but not mandated Enter Start Date amp End Date Revised End Date used if the end date of project needs to be changed later i Start date Date project officially began i End date Projected date of completion ii Revised End Date Change projected date of completion Enter Project Description Project Reporter Guide NET version 1 0 20 Project Reporter Project Description Ill I il EI MI IE B 7 U Sox A doc A4 O ELED amp E aa amp O LENNO ENEKEUC EU ANE Description The Call Center operation should be enhanced to more ey completed and if approved the Project Statement will follow A Background In December of 2005 the Organization completed a study of the efficiency of the Client Services Call Center One of the findings was that during peak periods the wait time for a phone call ta be answered exceeded what is considered to be reasonable Since one of the goals of the Organization is quick and efficient response to Client s needs it was determined that enhancements to the Call Center should be investigated The Organization named John Smith as the principal client for this effort and charged Mary Jones to be th
44. ompleted To access this application click here Project Reporter Guide NET version 1 0 32 Viu Project Reporter sonses mecicat l Pd Server scoot hy Details Tasks Documents History MemberList DashBoard Title Obtain approval to begin initiation phase Due Date 2 9 2012 Task Visibility Project Status 096 Assign To Jones Mary Task Description Obtain approvals as soon as possible sa Task Notes c Adding Notes to a Task Task Motes Enter Mate Project Reporter Guide NET version 1 0 33 Zh MEDICAL scoot vaa Project Reporter sooroo LL in Pubic Service d Organize Assignments UserlD UserDptAdmin UserDptAdmin Home Tasks Search Adei New Task i lala Show Active Tasks My Profile Logout Help 0 2 0 2 0 2 Project Reporter Guide NET version 1 0 34 k VI DOCUMENTS TAB boobed Krovwledz n Pi Server a Add a Document Project Reporter Windows Internet Explorer Ge Add New Documents FOLDER No Folder Specified 02 Project Statement 04 Meeting Agenda Minutes and Action Logs Weide Dp oject Reporter re E http gav projrpt umms org Projectheporter ProjectT abs aspx tFroject_se
45. q_id 106994Department_Seq DOCUMENT 06 Risk amp Issues Lag 20090426 09 Change Request 01 Payment Methodology Proposal DUR Call Center 01 Cost Benefit Analysis and Feasibili Final 02 Praject Statement Client Services Project Statement 04 Meeting 20090710 Project Kick off Agenda 04 Meeting 20090710 Project Kick off Minutes 04 Meeting 20090721 Agenda 04 Meeting 20080721 Minutes IE ica Le c x pe e fen e eE Project Reporter Guide NET version 1 0 View Details Edit Details Delete View Details Edit Details Delete View Details Edit Details Delete View Details Edit Details Delete View Details Edit Details Delete View Details Edit Details Delete View Details Edit Details Delete View Details Edit Details Delete View Details Edit Details Delete View Details Edit Details Delete View Details Edit Details Delete Any project document can be uploaded into a project You can attach access and share any type of project documents using the Documents tab which serves as the library for project related documents x JARRE Jer 35 click Me ttle In resas G tf Text Categories Searching whoa arr parameters will return all documents Search Results i emt eeane a Project Reporter Guide NET version 1 0 36 Viu Project Reporter ne hooked Khowtedos n T Select Criteria Title 2 Author Abstract 7 Source Filename Enter Sea
46. rator will not have editing capabilities for a project if they have been added to the project as a Guest Project Reporter Guide NET version 1 0 22 E Project Reporter re MEDICAL boobed K owltedos n Pi Server oot Current Project Roles and Assigned Users You may recutringly Add users to various roles within this project Click SAVE FORM AND RETURN TO PROJECT DETAIL when you are done Project Manager Jones Mary Executive Sponsor Client Project Lead Jones Mary Client Sponsor Jones Mary Team Admin Team User Team Guest UserDptNone UserDptNone Select Users for Project Manager Role Search Type C FirstName LastName Email Address Search Text i Department Please Select E aF STEP 7 of 2 Enter User Details In this first of two steps please set the basic details ofthis user The second step will allow you to specify department role combinations if you have permission to do so The data entered in this step is saved BEFORE you navigate ta the next step First Name Middle Mame Last Name Email Phone System Role Send Email To User UserName Password Confirm Password Project Reporter Guide NET version 1 0 23 Project Reporter STEP 2 of 2 Enter User Department Roles In this final step you may recurringly create department role combinations If you do nat hav simply click the Exit Department Role Form buttan Departmental Project
47. rch Text Categories Please choose your categories Please choose en em first Please conse an em first Keywords Please choose your Keywords food Gant Fia choose an Sem first From Date 12 21 2011 Click here to use a From Date in your search 1 20 2012 vw Click here to use a To date in your search Project Reporter Guide NET version 1 0 37 Zhu Project Reporter sons hy Details Tasks Documents History Member List DashBoard 1 10 2012 v Please choose your categori Edit Selection Piesse choosd Please choose your Keyword Ladd New Fle cick Sie bion bz ieee a MEW ria FOLDER BLURB Project Reporter Guide NET version 1 0 38 S34 i gt Favorites I SB Ba 1 7 Fage Safety Toc I election Please choose an Item aret E j Enhancements Feasibility Cost Benefit Call Keywords Mu Recent jList of Trainees Feasibility revised cfm doc Documents J Miscellaneous IT feasibilitycostbenefit cfm do e D PR Signs Ht File cfm dac Desktop PR_Survey200 Fy 09 Project Reporter Rese 1 PAGuide_version2 6 Haw to Dept BU Admin di 1 PRGuide_versionz 6 ul HTML CODE FOR PROJEL My Documents fes PAGuide version t my Instructions Far PM dac Project Plan Statement Uy PMU PRMewsletter doc _ j Remote Assistant PR Users Book1 sls My Computer 3 RIES i4 PRE mailList doc CJ Security Project Repo
48. revised ctm doc Documents C IT teasibilitucostbenefit cfm do E Lj FR Signs H File cfr dac Desktop CI PR_Survey2007 EJ Fris Project Reporter Rese CI PRGuide_version2 5 D How ta Dept EU Admin di D PRGuide version2 6 HTML CODE FOR PROJEC FUERTE 5 PRGuide_version3 0 BT Instructions for PM dac CJ Project Plan Statement PU PAR Newsletter doc CO Remote Assistant al FH Users Book sls My Computer oy ASS PRE mailList doc j Security wh Project Reporter Updates d CHPR_Project_Reporter Minutes 2008_02_12 doc Eg ProjectPreporter Projectha Eg PropectHeporter State xls Projects as of 2008 04 08 Edit Selection Presse choose an mem ares Cost Benefit Analysis and Feasibility Stud Tei KE L Du LT ITE PETERET Edit Selection jesse am Bem rsi Document Fra SEE BCS Bn tm Qe m SN fa Team Members will receive an email alerting them a revision occurred Dear William McCracken A document has been modified added or deleted for project Client Services Call Center Expansion Training Sample Project Description Description The Call Center operation should be enhanced to more effectively utilize the staff and equipment during peak periods A Cost Feasibility Study will be completed and if approved the Project Statement will follow Background In December of 2005 the Organization completed a study of the efficiency of
49. roject Reporter Connects Project Teams Organize amp Manage Communicate Document amp Store Report Project Reporter is a multi pronged tool that helps teams organize communicate document and report on projects This on line tool provides instant access to key project information and status updates as well as providing a centralized repository to store project documents Project Reporter is organized into 5 functional tabs Each header tab displays key project information Project Details The Details tab contains a high Details asks Documents History Member List DashBoard level Project Description and PROJECT DESCRIPTION displays the current project status Description The Call Center operation should be enhanced to more effectively utilize the staff and equipment du completed and if approved the Project Statement will follow 1 Documents issues and opportunities Background In December of 2005 the Organization completed a study of the efficiency of the Client Services Ca Defines goals and peak periods the wait time for a phone call to be answered exceeded what is considered to be reasonable objectives and success Since one of the goals of the Organization is quick and efficient response to Client s needs it was determined th criteria investigated Identifies risks considerations and assumptions Statement This project encompasses the determination of the proper course of action to enhance the Call
50. rojects Departmental Funding Type Client Commonwealth Medicine State Code Status Project Health Start Date 6 9 2006 Priority Code End Date 7 9 2006 Revised End Date 7 8 2016 Check here if you want to use a revised end date Project Reporter Guide NET version 1 0 10 u Project Reporter sesos c Project Team Member The Project Team Member Access is granted and maintained by the Project Manager Admin Role and the Department Coordinator e Team Administrators enter and edit project details amp information statuses and adds clients There must be at least one Team Administrator assigned to the project e Team Users have the ability to add and maintain documents and see assigned projects The Project User cannot edit project details Team Guests only have access to view projects in a department Users assigned this role are not able to make any changes to the project Assignment of Project Team Members is made during the initial set up of the project and can be changed at any time by clicking the Edit Project button in the header of any tab This function is designed to 1 Grant access to users from outside your department when the DEPARTMENTAL project View is selected 2 Grant access to users when the Project View is INTERNAL Internal Project views require the assignment of Project Team Members Only the users assigned in the Project Team Member section will have the
51. rter Updates d HCH FH Project Reporter Minutes 2008 2 12 doc ProjectPreporter Projecthia Departments doc ProjactReporter State xls Projects as of 2008 04 08 x A election sse an em first i hu Metenrk See Places Abstract File name Files of type Document Fie C ck IUE biin bz ies om MEW fin b View Details Add New Documents FOLDER cumenti 9e meno LOCKED BY No Folder Specified eting Vie vy UCldallo tails Edit Details x TESTS Edit Details 00705 View Details Edit Details Project Reporter Guide NET version 1 0 39 Viu Project Reporter nne bed Kowlndor n Pi Sory Details Tasks Documents History Member List DashBoard Title Folder Author Published Date Categories Keywords Source Abstract Document 04 Meeting 20090721 Agenda 04 Meeting Agenda Minutes And Action Logs William Mccracken 8 15 2007 12 00 00 AM Test Document Ward Document Wiliam Mccracken This le A Test Document 04 Meeting 20080721 Agenda Project naci Jene hi FrojectLead Mary Jones Problem During peak penods the wat tme for a phone call io be answered exceeded whatis conskderedto be ressonabk Since one of the goals of the Organizatonis quick and effrient response to Clients needs it was determined that enhancements to the Call Center should be inv
52. rties M ac E Create Shortcut MAS Er Delete FEASIBILITY STUD SET ENT bei ESS SES ES naan Date Project Client John Smith xac Center Expansion 3 01 06 Project Sponsor Jane Johnson Properties Project Lead Mary Jones Work Offline peak periods the wait time for a phone call to be answered exceeded what is considered to be reasonable Ed This document has been modified Do you want to save changes Yes Saves your changes No Discards your changes File name FeasibilitrCostBenefitsample CallCenter Project Reporter Guide NET version 1 0 47 A E Ee in Publix Server 01 Cost Benefit Analysis and Feasibility Study View Details 02 Project Statement Title Folder 17 Other and Working Files Author Mary Jones i 1 12 2012 v Categories Please choose your categories Add gt Remove Edit Selection pisc choose an Rem arzt Edit Selection Pease choose an mem first Keywords Please choose your Keywords Add New Bats Breakfast Cost Benefit Analysis and Feasibility Stt Add gt food Remove Gant Cost benefit Analy 01 Cost Benefit Analysis and Feasibility Study Final Project Reporter Guide NET version 1 0 48 Choose File to Upload Look in 3 Project Reporter Fe l Feasibility Cost Benefit Call Mu Recent y Feasibility
53. s Information including 1 5 2012 3 40 09 PM Mary Jones Upcoming Events Project Reporter demo scheduled for Team Members 10 6 08 Last Modified on 1 5 2012 3 40 09 PM by Mary Jones Project Reporter Guide NET version 1 0 Project Reporter Tasks Tab Document assign and communicate progress using the Tasks tab 1 Organize and assign Tasks to Assigned To Title Kitab Assigned By project team mm m D members with the option of sending 109 2012 Jones Mary schedule Team Meeting UserDptAdmin UserDptAdmin ii imei a odd Jones Mary Obtain approval to begin initiation pha UserDptAdmin UserDptAdmin mail McCracken William Obtain approval to begin initiation phase 0 UserDptAdmin UserDptAdmin Team members mE mu update their tasks UserDptNone UserDptNone Obtain approval to begin initiation phase 10 UserDptAdmin UserDptAdmin and status and add notes to document Jones Mary w UserDptAdmin UserDptAdmin progress UserDptUser UserDptUser Obtain approval to begin initiation phase 0 UserDptAdmin UserDptAdmin Documents Tab Attach access amp share any project documents using the Documents tab This tab serves as the library for Project Documents Details Edit Details ae 6 4 02 Project Statement Project Reporter Guide NET version 1 0 5 Track overall project progress using the History tab Review the Project History via status updates
54. the Organization completed a study of the efficiency of the Client Services Call Center One of the findings was that during peak periods the wait time for a phone call ta be answered exceeded what is considered to be reasonable Since one of the goals of the Organizatic p the Call Center should be investigated The Organization named John Smith as when Statement This project encompasses project View action tation of said course of By improving customer sa rivals petitive advantage over its PE HE Design rr ick AS FORN rmwu rcc Cate mco Eu quu mu THE EIE wart bc natum bo your Pros form cick the SAYS FOAN AMO TLE TO PT DETAIL button beca RITUUM TTE H hin this project Click SAVE FORM AND RETURN TO PROJECT DETAIL when you are done Click here to create a new User Project Manager Jones Mary Add User Remove User Executive Sponsor Add User Remove User Client Project Lead Jones Mary ITA Remove User Client Sponsor Jones Mary Add User Remove User Team Admin Jones Mary McCracken William Add User Remove User Team User UserDptUser UserDptUser Add User Remove User Team Guest UserDptNone UserDptNone Add User Remove User Project Reporter Guide NET version 1 0 12 ww Department Role is assigned by the Department Director and uni entered into Project Reporter by the Department Coordinator
55. ution bz pee m MEN nia Project Reporter Guide NET version 1 0 41 d Delete a Document Add New Documents FOLDER IOCUME ACTIONS LOCKED BY Ho Folder Specified leeting 20090721 ida View Details Edit Details View Details Edit Details View Details Edit Details Edit Details Delete Edit Details Delete Edit Details Delete View Details Edit Details Delete UnLock UserD N test 2 UserD T TE View Details Edit Details Delete Lock e Lock a Document View Details Lock View eleta UnLock Details View Details View Details 07 Communication Plan 07 Communications Plan 17 Other and Working Files a Document Review 18 Lessons Learned Locking the document prevents anyone from making changes to your document Project Reporter Guide NET version 1 0 42 IMPORTANT FILE ACCESS NOTE Access to any file can be limited by using the Microsoft File PASSWORD PROTECTION When saving a WORD document go to File gt Save as then click on tools Click on SECURITY OPTIONS E Project Reporter Enhancements LRT of Trainees Ej Miscellaneous PR Signs C3PR Survey2007 C3PRGUuide version2 5 y S n C3PRGuide versionz 6 CaPRGulde version3 0 C3Praject Plan Statement C3ProajectManagerReports Remote Assistant C3RISS Security asibility Cast Benefit Call Center doc M CHPR Project Reporter Minutes 2008 02 12 dac T ANAL Y SIS I OF P
Download Pdf Manuals
Related Search