PRODUCT HIGHLIGHTS

January 2013

User Management

User Management

• TALAIA OpenPPM is multi-company

• TALAIA OpenPPM is multi-language

• TALAIA OpenPPM is multi-department

• TALAIA OpenPPM is multi-role:

3

Different Views

• Company = higher admin level (secured)

• Performing Organization = project execution

• User access

• to different views...

• ... of the same information

• PMOs can configure OPA:

4

Org

an

iza

tio

na

l P

roce

ss A

sse

ts

Projects = Investments

• TALAIA OpenPPM is not a workflow tool but...

• There is a lifecycle for investments and projects

• Internally: Investment = Project

• Investments have 5 statuses

• Projects have 4 statuses:

• According to PMBOK®

• While executing:

• Status = Execution

• Functionality = to control

• Statuses of projects and services:

• are connected

• are significant for IM and PM

5

Project Statuses

TALAIA OpenPPM allows adaptive planning (progressive elaboration)

6

Project

Status Meaning within TALAIA OpenPPM

Available fucntionality to the Project Manager

Initiation Plan Control Closure Risk Procurement

Initiation Project pending official approval x x x Plan Project approved

PM has to produce Project Plan

TMs are not allowed to charge time & expenses

x x x x

Control Project is being executed

TMs are allowed to charge time & expenses x x x x x x

Closure Project is closed

TMs are not allowed to charge time & expenses x x x

Projects = Investments

High profiles may choose viewing the top information as investments

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Projects = Investments

High profiles may choose viewing the top information as projects

Managing People

• TALAIA OpenPPM is not a workflow tool but...

• There is a procedure for acquiring project team

• There is a hierarchy of approbations levels

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Managing People

RM can perform capacity planning and control resource utilization

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Managing Programs

PgMs can manage programs and drill down to projects & investments

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Managing Portfolios

FMs and PfMs can manage portfolios, programs and investments

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Managing Portfolios

FMs and PfMs can manage portfolios, programs and projects

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Managing Portfolios

FMs and PfMs can have the last summary report of each project

Clicking on “eye” icon

goes into project details

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Managing Portfolios

FMs and PfMs can drill

down to view all project

details

15

Last status report can be

seen also at top level

Managing Portfolios

FMs and PfMs can view portfolio schedule

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Managing Portfolios

FMs and PfMs can view portfolio dashboard

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Project Charter

Initiation information shared with IM

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Project Scope

Plan Scope

• Statement

• Deliverables

• WBS

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Control Scope

• Deliverables

• WBS

Project Schedule

Plan Schedule

• High level

• Milestones

• Activities

Control Schedule

• Milestones

• Activities

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Project Costs

Plan Costs

• Funding

• Cost Baseline

• Project Margin

Control Costs

• Funding

• EVM

• Project Margin

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Project Risks

Risk Register

• Code

• Owner

Issues

• Code

• Owner

Assumptions

• Code

• Originator

PM manages risks following standards & good practice

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• Owner

• Dates

• Status

• Rating

• Response

• Description

• Log

• Final Disposition

• Owner

• Dates

• Status

• Description

• Resolution

• Originator

• Description

• Log

Project Procurement

PM manages procurement following standards & good practice

SOW & Selection

• Sellers

Work

Schedule

• Sellers

Payment

Schedule

• Sellers

Sellers

Performance

• Sellers

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• Sellers

• SOW

• Activities

• Documents

• Sellers

• Activities

• Dates

• Info

• Sellers

• Dates

• Info

• Purchase Orders

• Payments

• Sellers

• Activities

• Info

Integration with Project®

• TALAIA OpenPPM is not a scheduling tool, per se

• PMs can use TALAIA only or...

• PMs can still use their preferred tool like

Microsoft Project® (or other)

• PMs can import planning

• PMs can import actuals

• Some customers use Microsoft Project® the other • Some customers use Microsoft Project® the other

way around:

• Users can export portfolio lists to CSV

• And the import into Microsoft Project®

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Integration with Project®

PMs can import planning and actual values

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Integration with Project®

Users can export portfolio lists to CSV

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Integration with Redmine®

Two way integration: top-down + bottom-up

1. Schedule planning

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1. Schedule planning

2. Assign TMs to activities

6. PM Imports activities information

7. TMs import actual hours

3. Export Control Accounts

4. Control activities (POC, start, finish)

5. Control actual hours