More than ever, public sector project owners like municipalities and ministries for public works, health, interior, education, water and electricity, housing, and defense who have projects spread across different geographical locations within their country have the requirement to manage, monitor, evaluate and report their projects’ performance and status to senior executives within their ministries as well as country leadership. Therefore, and more than ever, those public sector entities are now setting their Project Management Offices (PMO) business units to become responsible for achieving this requirement. The PMO setup will entail formalizing project management best practices, automating project management processes, and enabling their project team to run the PMO. This will eventually improve those organizations project delivery and will allow them to have real-time monitoring, evaluating, and reporting of their projects’ portfolio performance.
Nevertheless, the time needed to define the PMO requirements and then procure and award the services to design and launch the PMO, as well as enabling their resources to run the PMO, might take a time that is longer than what those organizations can afford for not having a solution to monitor, evaluate and report their current projects’ performance and status. Therefore, they might need to consider a solution that can provide trustworthy, auditable, and meaningful information on their project’s performance and the issues that could impact their success. They would need a solution that can be implemented in a considerably short time and can be easily used by their current project management team to report the much-needed projects’ performance.
A project management information system (PMIS) like PMWeb will not only address the need for a solution that can be implemented quickly to address the immediate requirements of monitoring, evaluating. Reporting projects’ performance and status and provides a complete solution to support the project management office (PMO) when it is ready to operate. Actually, for many organizations, fulfilling the immediate requirement of reporting can be viewed as phase one of the overall PMIS implementation.
Accordingly, this first phase’s main objective is to enable having a single real-time version of the truth monitoring, evaluating, and reporting the performance solution. The performance dashboard will usually display the zones, governances, or municipalities that projects are located at. The dashboard will also provide a scorecard of projects performance as well as summary visuals of tasks by status, type, sponsor, and other essential attributes.
Requirement #1 Having Clarity on Who are the Stakeholders and Entities that have a Role in Projects’ Delivery
An essential requirement for reporting projects’ performance is to have a directory that will capture the latest contact details of all entities and stakeholders involved in delivering the organization’s projects. Those would include the project owner, project management consultants, engineering consultants, supervision consultants, general contractors, subcontractors, vendors, permitting authorities, entities that are part of the HSE management plan, such as fire station, police, hospitals, and clinics, among many others.
PMWeb companies’ module will have the latest details of all those entities regardless if those entities were part of the current project or not. For each entity, PMWeb allows capturing the head office address location and the address locations for all other branches and divisions, finance, quality, safety, and further departments details, and insurance and registration status details.
Requirement #2 Having Clarity on What Projects the Organization Wants to Monitor, Evaluate and Report On
PMWeb allows the organization to capture all of their projects regardless if they were being executed, planned, completed, canceled, or on-hold. For each project, PMWeb allows the organization to capture all needed details to describe better the project and the latitude and longitude values needed by GIS solutions for map reporting. Also, it allows attaching all documents that could be related to the project.
Requirement #3 Ensuring that Projects’ Documents Needed to Report Performance are Formally Documented
When it comes to reporting the projects’ performance, there are usually many documents needed to support the reported progress. Those could include copies of the updated project schedule, critical path report, approved progress invoices, approved change orders, progress photos, among many others. PMWeb document management repository will create the folders and subfolders to match the project’s physical document filing system. It is highly recommended to standardize the folder structure across all projects, following best practices in setting filing structure in construction projects. PMWeb, a document management system, allows adding attributes to uploaded documents, maintain document versions, search and locate uploaded documents, view and markup PDF and picture file formats, among others.
Requirement #4 Enforcing a Standard Process to Report Projects Performance
As detailed above, at this early stage of the PMIS implementation, PMWeb will be mainly used to capture the monthly progress report’s details, designed using PMWeb custom form builder. The form will have the fields, and pre-defined list of values that all project managers must use regardless of which project is reported. This will not only ensure transparency but enforces standardization in performance reporting across the complete projects’ portfolio of the organization.
The monthly progress report will be attached with all supportive documents that were uploaded into the PMWeb document management repository, as explained above. The importance of capturing progress report data using PMWeb is that it will help the organization not only in maintaining the historical data of past performance across their complete projects portfolio but enforcing governance in capturing and reporting this performance data by the authorized project team member.
A workflow will be assigned to the monthly progress report to ensure its formal submission per the set procedures. In other words, before the progress report status is set as approved, the reported progress information needs to be formally reviewed by the project manager, the head of the project’s department, among others. The workflow will also be required with the monthly progress report fields that need to be completed by different project team members. This will require assigning additional access rights for the project team members to complete the various fields of the progress report.
Requirement #5 Ensuring that there is a Formal Process for Raising, Resolving and Reporting Projects’ Issues
PMWeb will enable the organization to have a real-time web-enabled solution to allow the project team members to raise issues as soon as they occur and track their resolution to avoid affecting the project’s objectives. PMWeb, a custom form builder, will create the “Issue Resolution” form in the desired form and format to capture the needed details. A workflow will also be assigned to the form to capture the different review and approval steps required to resolve the issue. The workflow could include conditions to involve the right project team members depending on the issue category, which will have predefined values.
Requirement #6 Capturing the Updated Project Schedule Milestone Dates
Although the monthly progress report designed using PMWeb custom form builder can include fields for reporting the project milestone activities’ current dates, PMWeb can also import those dates from the updated project schedule. PMWeb schedule link options allow importing project schedule details from either Oracle Primavera P6 or MS Project. Those dates, when imported, will be displayed on the project’s performance dashboard. Also, using the PMWeb scheduling module, the project manager can maintain copies of all imported schedule updates, view those schedules in PMWeb as well as create and maintain the project schedule in PMWeb instead of importing it from Oracle Primavera P6 or MS Project.
Requirement #7 Standardizing the Monitoring, Evaluating and Reporting of Project’s Performance
The data captured in the online progress report will become the basis for producing the monthly progress report designed in any desired format, including the display of progress photos captured, uploaded, and stored on the PMWeb document management repository and then attached to the progress report. The progress report will also extract data from other PMWeb modules like, for example, the Issue Resolution module. In addition to the fact that the progress will be available online, the report can also be saved as a PDF to be emailed or printed. Also, the same captured projects’ data will become automatically available for the organization to monitor, evaluate and report their complete projects’ portfolio.