Project Management

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Any available format to have a plus and minus list with the customer while executing the project?

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Athmaram Pervody Head - Projects| AGI Group Bengaluru, Karnataka, India
While executing the project there are many claims from both the parties. These claims will be entered in a list with agreed nods from both the parties. At the end of the project this list will be made with a total figure and then negotiated as of who has to pay whom and close the project.
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Kevin Drake Perth, Western Australia, Australia
Mate are you using a proper channel for scope changing, be very careful, these changes will be debated and negotiated down to below cost.

Current technology, software and collaborative PM work environments, in which data collection is done with any device in real time, greatly facilitates the task of updating information and re-planning the project.

Any of the PPM software programs that are on the market enter the dependencies of each of the tasks connected with each other, which enables us to analyze any change introduced in the project and see its impact on future prospects in seconds.
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Athmaram Pervody Head - Projects| AGI Group Bengaluru, Karnataka, India
Thanks Kevin, I'm aware of the PPM software programs. But I'm looking for a simple excel sheet format.
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Kiron Bondale Retired | Mentor| Retired Welland, Ontario, Canada
Athmaram -

Depending on the specific processes and systems in your company, your procurement management folks are likely to have a contract management system where claims are managed.

If not, then as you've suggested, a simple Excel spreadsheet reflecting the following columns might be a starting point:

1. Description of claim
2. Date of claim
3. Originator
4. Status of claim - e.g. open, closed
5. Financial outcome of claim - this would be the pluses & minuses
6. Claim resolution date
7. Comments/Update log

Kiron
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Athmaram Pervody Head - Projects| AGI Group Bengaluru, Karnataka, India
Thanks Kiron!!

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