Project Management

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Topics: Change Management, Cost Management, Scheduling
Project Management using Integrated Software Tools
There are many software tools in the market to assist PM’s manage their projects. After using each of the tools, I found some are better than others. Ideally, an integrated project software tool will allow you to create approval and configuration workflows to create projects. That means that the potential projects must be allowed to exist without the creation of a project.
Secondly, once the potential project is approved to move into the “Project” category, it should populate all of the project information available through the “Potential Project”. The great majority of tools seem to be project centric and all processes need to be linked to an existing project.
Of the software evaluated, I find Oracle Primavera Cloud (OPC) to be suitable for the project initiation process. OPC allows you to create an “idea” workflow and from it spawn the “project proposal” process. All information collected during the “idea” creation can be mapped to the “project proposal” just created. OPC workflow forms, workflow design, and workflow configuration are fairly ease to set up.
My evaluation included creating a detailed “idea” workflow that routes and collects the potential project information and routes through all the approvers. Once all actors approved the idea, it spawn the project proposal process. The project proposal process can then be designed to ensure all of the necessary setup processes are completed in the correct order and it eliminates the need to perform the project configuration as separate processes that must be started by an individual.
For example, once you initiate a project proposal, you must gain approval, add the Cost Breakdown Structure (CBS), create a budget, create a cashflow, add a Work Breakdown Structure (WBS), activities, resources, etc. Each of this steps must be done in a very specific order. A workflow ensures all steps are completed as part of the initiation process. Basically, you run workflows within a workflow.
It is exciting to see the new tools in the market that can make the project team’s life much easier. My comparison were base on tools I have used (Sage, MS Project, P6 EPPM, Oracle Primavera Cloud (a.k.a. Prime), B2W, Procore, Deltek, and Workforce. I do not endorse any of the products mentioned. My opinion do not represent the opinion of my employer. I only considered products which are web enabled (can access via web).
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Thanks for the overview Manuel.
Manuel, thanks for the overview.
Hey Manuel, can you tailor the workflows?
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1 reply by Manuel Perez
Mar 12, 2020 1:13 PM
Manuel Perez
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Yes. You actually create the forms with fields, design the workflow, and finally design the configuration. I allows for automatic or manual decision making and starting sub-workflows. Very powerful.
Mar 12, 2020 12:22 PM
Replying to Stéphane Parent
...
Hey Manuel, can you tailor the workflows?
Yes. You actually create the forms with fields, design the workflow, and finally design the configuration. I allows for automatic or manual decision making and starting sub-workflows. Very powerful.
...
1 reply by Stéphane Parent
Mar 12, 2020 8:31 PM
Stéphane Parent
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Thanks, Manuel. It certainly sounds like it has a lot of flexibility.
Mar 12, 2020 1:13 PM
Replying to Manuel Perez
...
Yes. You actually create the forms with fields, design the workflow, and finally design the configuration. I allows for automatic or manual decision making and starting sub-workflows. Very powerful.
Thanks, Manuel. It certainly sounds like it has a lot of flexibility.
Sounds a great system, many thanks for the review.

How long did it take you to evaluate it, is it a difficult or complex system to learn?
Great overview on PMs software tools, thanks Manuel.
I started evaluation June 2019. It is not a complex system to learn. Because it is fairly new, the availability of experts and technical support might be the limiting factor. Until the documentation becomes better I highly recommend you seek help from someone that knows the system. I many instances I had to figure things on my own as the documentation did not specifically cover all.
An interesting evolution.
In 90-s software tools called project management software should be able at least to calculate project schedule and budget taking into account existing resource constraints and track project performance (including Earned Value management).
Project workflow was managed by other tools (like Lotus Notes) that did not call themselves project management systems.
Today PM tools are those that manage project workflow.

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