PM Planning
PM Planning automatically creates documents that reflect a project's status for people who have different project roles.
Generate mind map style reports to document statuses, tasks, and milestones; send daily emails containing data on current project status, changes, tasks, phases, resources
This solution requires ConceptDraw Office 2 installed.
To install this solution use ConceptDraw Solution Browser which is part of Conceptdraw Office 2.
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 benefit. The report capability addresses more than management requirements and is a great tool to guide individual task completions. This solution in 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 communications.
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 doing analytical work.
Solution Reference: PM Planning
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 |
PRJ, |
| Use to send email with the status of one task or a few selected tasks | In ConceptDraw PROJECT, use Gantt Chart View |
PRJ, |
| Use to send email on status of resources, Today Task List, Today Resource List, and Nearest Milestones | In ConceptDraw PROJECT, use Project Dashboard View |
PRJ, |
| 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 |
PRJ, |
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 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 which was 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 |
