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This document presents an overview of essential project management (PM) tools and techniques as outlined by Miguel Marquina. It discusses basic elements of PM, criteria for effective PM tools—focusing on authoring and browsing capabilities— and reviews specific tools like GDPM, MS Project, and Xproject. Key elements include planning, tracking, communication, and relationship management within projects. The guide emphasizes the importance of using freeware tools and explores how sharing and customization can enhance project efficiency.
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Resource Mgt Tools Miguel Marquina LCG-PEB - Jan 22, 2002
Contents • Project Management in short • Basic Elements • Qualities of a PM tool: authoring • Qualities of a PM tool: browsing • Considered Tools: GDPM-MSP-Xproject-PPT • Conclusions • References: General, LHC Resouce Mgt Tools Miguel Marquina
PM in short • where are we today/going in the end understand/define the goal(s) to achieve Assess/state present situation • how do we arrive Monitor/review goals/milestones/deliverables • when do we arrive Monitor/review schedules/deadlines/delays • who is who understand/define roles, partnerships, contribution methods Resouce Mgt Tools Miguel Marquina
Basic elements • Planning: goals and milestones • Tracking: tasks, schedules and deadlines on deliverables • Inter-relationships: roles, peers • Resourcing: human/financial • Communication: reviews, reports, negotiations Resouce Mgt Tools Miguel Marquina
Qualities of a PM tool: authoring • Maintain the inter-dependence between the different elements (PBS, OBS, WBS) • enable maintenance by different authors at different levels of ownership/responsibility • Follow-up: e.g. deadline triggers, contingency paths • Reporting: data projections according to needs • Logging/tracking, import/export Resouce Mgt Tools Miguel Marquina
Qualities of a PM tool: browsing • Granularity in browsing levels (PM, “office”, internal/site/external partners) • Communication/Feedback channel(s) Resouce Mgt Tools Miguel Marquina
Considered Tools GDPM MS Project Xproject PPT OBS Maintenance yes yes yes yes WBS Maintenance yes yes yes yes Shared/Web Authoring - yes? (2002) yes yes Shared/Web Browsing - yes (MPS+lic) yes yes Import/Export yes (lim) yes (lim) yes yes Communication Paths - - ?? Yes Usage by ALICE - wide - - ATLAS - Detectors US, Comp Det (14) CMS - ?? - yes LHCb - yes - - Software licensing com com free free Sofware status prod prod dev prod Resouce Mgt Tools Miguel Marquina
Conclusions • Preference for “freeware” tools (enable to share across sites/labs/US+EU) • “in-house” (HEP) development may be useful (match/taylor to project needs), resourcing? Choosing may in the end be determined by LHCexp-wide adoption Resouce Mgt Tools Miguel Marquina
References - General GDPM http://w3.gdpm.no/prosoft/english/gdpm.asp MS Project 2002 http://www.microsoft.com/presspass/Press/2001/Dec01/12-12ProjectUnveilingPR.asp Xproject http://atlassw1.phy.bnl.gov/Planning/usPlanning.html#sw PPT http://ppt.cern.ch Resouce Mgt Tools Miguel Marquina
References - LHC PM Usage by ALICE http://cern.ch/alice-project-management/tools.html http://cern.ch/promansys/documents/ia-report-ce.doc ATLAS http://ppt.cern.ch/uni/ppt.home http://cern.ch/Atlas/GROUPS/SOFTWARE/OO/planning/ CMS PPT (conceiled) LHCb http://cern.ch/lhcb-comp/Support/html/LHCbProjectPlanTemplate.html Resouce Mgt Tools Miguel Marquina