Project management tool to combine standard modules and custom activities
Jeroen VerheijenVP, Project and Portfolio Management| Curie.BioWestborough, Ma, United States
Hi,
Our projects use some activities over and over again, but then also have very specific activities. I would like to be able to create a template for the standard activities from which we can choose a few for a project. I would then supplement that with the specific activities. This should help us quickly explore options without the need to always create an entire plan from scratch
If you are referring to the schedule (as the term "plan" is a bit ambiguous), you can create templates in MS Project as a starting point for a new schedule and add/delete/modify tasks within it as needed.
Ciao!
Kiron Saving Changes...
Stéphane ParentSelf Employed / Semi-retired| Leader MakerPrince Edward Island, Canada
Check out Broadcom's Clarity product. It includes some interesting features that allows you to create to dos, action items, checklists and, of course, templates. This is above and beyond it's PPM roots. Saving Changes...
Primavera does that very well. For specific repeatable types of releases, you can create templates with the sub-tasks such as submitting a package, multiple technical reviews, and gatekeeper acceptance. As an enterprise level tool, it not cheap however and better suited for a dedicated user role than general office use. Saving Changes...
Create a base template that contains the most used activities. You can use Planview, MS Project, Trello, and Monday.com. These software platforms facilitate the re-utilization of defined structures.
...
1 reply by Jeroen Verheijen
Mar 15, 2023 7:40 AM
Jeroen Verheijen
...
But I think all of these require a template for each fundamentally different schedule.
Let's assume a very simplified situation where we have 3 project phases (planning, execution, closure) and each of these phases selects from one of 3 modules. To make it more complicated, each project will only use 2 standard modules and will develop 1 bespoke module. Can I make a template with 9 modules, easily select one each for two project phases and create a brand new custom module for the 3rd phase?
Senior Projects Manager | Field & Marten AssociatesNew Westminster, British Columbia, Canada
I agree with Keith. If I did understand you correctly, then Privamera is the solution for your issue.
...
1 reply by Jeroen Verheijen
Mar 15, 2023 7:35 AM
Jeroen Verheijen
...
Thanks Keith and Rami, this sounds promising. Will look into Primavera
Saving Changes...
Sergio Luis ConteHelping to create solutions for everyone| Worldwide based OrganizationsBuenos Aires, Argentina
We call it "runbook". It is very similar to a wbs dictionary. Then we take the features/stories/activities from it that we need to instantiate into each initiative. Instead of features/stories/activities then can be call summary activities/activities for example.
...
1 reply by Jeroen Verheijen
Mar 15, 2023 7:41 AM
Jeroen Verheijen
...
That's exactly what I am looking for. What tool do you use to create the runbook? And what tool do you use to then "instantiate into each initiative" (and create a schedule / Gantt chart / timeline / budget)?
Saving Changes...
Jeroen VerheijenVP, Project and Portfolio Management| Curie.BioWestborough, Ma, United States
Mar 14, 2023 7:46 PM
Replying to Rami Kaibni
...
I agree with Keith. If I did understand you correctly, then Privamera is the solution for your issue.
Thanks Keith and Rami, this sounds promising. Will look into Primavera Saving Changes...
Jeroen VerheijenVP, Project and Portfolio Management| Curie.BioWestborough, Ma, United States
Mar 14, 2023 7:29 PM
Replying to Verónica Elizabeth Pozo Ruiz
...
Create a base template that contains the most used activities. You can use Planview, MS Project, Trello, and Monday.com. These software platforms facilitate the re-utilization of defined structures.
But I think all of these require a template for each fundamentally different schedule.
Let's assume a very simplified situation where we have 3 project phases (planning, execution, closure) and each of these phases selects from one of 3 modules. To make it more complicated, each project will only use 2 standard modules and will develop 1 bespoke module. Can I make a template with 9 modules, easily select one each for two project phases and create a brand new custom module for the 3rd phase? Saving Changes...
Jeroen VerheijenVP, Project and Portfolio Management| Curie.BioWestborough, Ma, United States
Mar 15, 2023 5:04 AM
Replying to Sergio Luis Conte
...
We call it "runbook". It is very similar to a wbs dictionary. Then we take the features/stories/activities from it that we need to instantiate into each initiative. Instead of features/stories/activities then can be call summary activities/activities for example.
That's exactly what I am looking for. What tool do you use to create the runbook? And what tool do you use to then "instantiate into each initiative" (and create a schedule / Gantt chart / timeline / budget)?
...
1 reply by Sergio Luis Conte
Mar 15, 2023 8:29 AM
Sergio Luis Conte
...
Is just a big excell spreadsheet where we have: work item type (user storie, feature, task, etc), name, description, estandar estimate (story points qty for example), description.
Saving Changes...
Vladimir LiberzonR&D Director| Spider Project TeamMoscow, Russian Federation
Using Spider Project we create the Library of typical fragments of our projects. Typical fragment is a small project describing typical work package. In new projects we create WBS down to the level corresponding to typical fragments and then replace its elements with the fragments automatically adjusting their volumes of work, duration, etc. Then new activities can be added and activities of different fragments linked. It helps to create project models fast and efficiently.
Community Champion
