PM Planning

This solution extends ConceptDraw MINDMAP v8 and ConceptDraw Project v7, allowing you to automatically create documents that reflect a project's status, for people who have different project roles.


About

Benefits: PM Planning automatically creates documents that reflect a project’s status for people who have different project roles. Individuals are able to use the reporting capability built into ConceptDraw Solution Park for their own benefit. The report capability addresses more than just management requirements, and is a great tool to guide individual task completion. This solution from ConceptDraw Solution Park improves planning for all team members and is a strong management and productivity tool.

Objective: Extend your planning and reporting capability, prepare a wide range of project reports, and improve project communication.

Solution Purpose: Create project reports that address the needs of project managers and senior management and keep everyone informed on daily progress and monthly objectives. These collective reports help accurately plan, maintain, and finish projects on time.

Also available are short Microreports that you can email to project members to keep everyone updated on project statuses, tasks, and resources.

Intended For: Project managers.

Products and Methods: Report Basket is a tool for the effective planning of different project stages. The Report Basket makes the process of reporting simple, and is a good tool for planning, communicating, making decisions, and performing analytical work.

PM Planning

Solution Reference

Toolbox 1. Use the mind map style to present project reports

Use the mind map style reports to document statuses, tasks, and milestones selected by time status attributes.

Tasks Actions Products
Use All Tasks Status Report output All Tasks Status Report is a one click operation from the Output menu in ConceptDraw MINDMAP MM
Use Completed Tasks Report output Completed Tasks Report is a one click operation from the Output menu in ConceptDraw MINDMAP MM
Use Tasks in Progress Report output Tasks in Progress Report is a one click operation from the Output menu in ConceptDraw MINDMAP MM
Use Unstarted Tasks Report output Unstarted Tasks Report is a one click operation from the Output menu in ConceptDraw MINDMAP MM
Use Critical Tasks Report output Critical Tasks Report is a one click operation from the Output menu in ConceptDraw MINDMAP MM
Use Overdue Tasks Report output Overdue Tasks Report is a one click operation from the Output menu in ConceptDraw MINDMAP MM
Use Started Tasks Report output Started Tasks Report is a one click operation from the Output menu in ConceptDraw MINDMAP MM
Use On-Time Tasks Report output On-Time Tasks Report is a one click operation from the Output menu in ConceptDraw MINDMAP MM
Use Today Tasks Report output Today Tasks Report is a one click operation from the Output menu in ConceptDraw MINDMAP MM
Use Tomorrow Tasks Report output Tomorrow Tasks Report is a one click operation from the Output menu in ConceptDraw MINDMAP MM
Use Future Tasks Report output Future Tasks Report is a one click operation from the Output menu in ConceptDraw MINDMAP MM
Use This Week Tasks Report output This Week Tasks Report is a one click operation from the Output menu in ConceptDraw MINDMAP MM
Use Next Week Tasks Report output Next Week Tasks Report is a one click operation from the Output menu in ConceptDraw MINDMAP MM
Use All Milestones Report output All Milestones Report is a one click operation from the Output menu in ConceptDraw MINDMAP MM
Use completed Milestones Report output. Completed Milestones Report is a one click operation from the Output menu in ConceptDraw MINDMAP MM
Use overdue Milestones Report output Overdue Milestones Report is a one click operation from the Output menu in ConceptDraw MINDMAP MM
Use Future Milestones Report output Future Milestones Report is a one click operation from the Output menu in ConceptDraw MINDMAP MM
Toolbox 2. Daily communication by e-mail

Communicate daily with quick emails consisting of data about current project status, changes, tasks, phases, and resources.

Tasks Actions Products
Use to send an email message about tasks, assignments, phases, and resources In ConceptDraw PROJECT, use Gantt Chart View (Ctrl+Alt+G), select a phase or task, right click, and use the Today Tasks List, Critical Tasks List, Today Tasks List with Assigned Resources, or Today Resources List Microreports PRJ, e-mail client
Use to send email with the status of one task or a few selected tasks In ConceptDraw PROJECT, use Gantt Chart View (Ctrl+Alt+G), select the task, right click, and use Microreports → Task Status PRJ, e-mail client
Use to send email on status of resources, Today Task List, Today Resource List, and Nearest Milestones In ConceptDraw PROJECT, use Project Dashboard View (Ctrl+Alt+J), select project and right click to use the Today Tasks List, Today Resources List, or Nearest Milestones Microreports PRJ, e-mail client
Use to send email that relates to an individual contribution to a project
Choices include Today Tasks List, Milestones, Objectives, Projects List, Next Tasks, and Assigned Tasks
In ConceptDraw PROJECT, use Resources View (Ctrl+Alt+R), select resource, right click, and use one the Today Tasks List, Milestones, Objectives, Projects List, Next Tasks, or Assigned Tasks Microreports PRJ, e-mail client
Toolbox 3. Weekly reporting on a project

This is a collection of the most important reports for weekly communication about current activity and resources for project managers and senior management.

Tasks Actions Products
Use Current activities, weekly reports In ConceptDraw PROJECT, use the Reports menu and select Current activities, weekly PRJ, Excel, MM
Use Resource usage weekly In ConceptDraw PROJECT, use the Reports menu and select Resource usage, weekly PRJ, Excel, MM
Use Executives weekly report In ConceptDraw PROJECT, use the Reports menu and select Executives, weekly PRJ, Excel, MM
Toolbox 4. Monthly budget report

This is a monthly budget report that reflects actual and planned budget items and is used by project managers and senior managers.

Tasks Actions Products
Use to make a monthly project costs budget report Use the Reports tab, click the Reports button, and choose Costs, monthly PRJ, Excel, MM
Use to make a Resource Usage monthly report Use the Reports tab, click the Reports button, and choose Resource Usage, monthly PRJ, Excel, MM
Make an Executives monthly report Use the Reports tab, click the Reports button, and choose Executives, monthly PRJ, Excel, MM
Toolbox 5. Working document in planning process

This is a collection of reports used by project managers at the time of project planning and at the completion of the planning process.

Tasks Actions Products
Use Project Start: Comprehensive report for initial planning Use the Reports tab click the Reports button, and choose Project start PRJ, Excel, MM
Use Planning Reports: Daily reports for the planning process Use the Reports tab, click the Reports button, and choose Planning Reports PRJ, Excel, MM
Toolbox 6. Detailing, planning next phase of project

This report collection helps plan and execute a project phase.

Tasks Actions Products
Use Phase Report: Generate the project phase report Use the Reports tab, click the Reports button, and choose Phase start PRJ, Excel, MM
Toolbox 7. To sum up project results

Product information that has been summarized helps consolidate the results and finish a project.

Tasks Actions Products
Use Project Results Report Use the Reports tab, click the Reports button, and choose Project finish PRJ, Excel, MM