Even with the very best project management system in place it can often be fairly difficult to help everyone in and outside the office understand where all of the various projects stand and who is working on what. Having something that very clearly provides that sort of oversite is incredibly beneficial to not only the project management team but also upper management and and all of the ‘doers’ on your team as well.
This has been a topic of lingering and consistant discussion at every agency I’ve worked at for so far in my career. It also happens to be something that I have yet to see implemented really well in a way that helps out every part of the team, not just a specific section. Sure, it’s easy to throw up a whiteboard and scribble out all of the projects your teams working on but you have to reorder things constantly and no ones checking that board on a regular basis but the PM. Or you could try using something like Basecamp that lays out all of the milestones and events your team has to get done, but I’ve found that using a calendar feed to help with your deliverables just muddies up your entire calendar.
Project View // Alpha is our attempt to create a piece of software that works for our team, which means it may not work for your team. The features below are things we wanted right away realizing that we’d need to add in an admin interface later.
- Highly visual and intuitive layout
- Ability to add individual employees and vendors as resources
- Ability to add project deliverables and assign client, status, due dates and estimated hours per resource to it
- Calendar style view of deliverables for the next 3 weeks
- Ability for the software to generate and reorder deliverables based on a priority ranking system, more on this below
- Ability to place deliverables on hold and still view them
- Ability to easily see each resource and the estimated hours across all projects for the next 3 weeks along with an additional lump sum of the remaining hours beyond 3 weeks.
- XML driven data structure for ease of use
- Ability to view the output projected onto one of our office walls, through a browser page login off site or through a desktop app that pulls in the latest feed if an internet connection is available.
Now it just so happens that these kind of software applications are a passion of mine and so it didn’t take much for me to sit down one weekend and start prototyping something in Flash. Why Flash you ask? Well, there are a number of reasons really, and a few of them get back to the last feature in the list above. We really wanted this to be something that was viewable in and out of the office, with or without an internet connection and something that offered a bit of interaction. Animations, design and overall performance are great pluses as well with Flash.
In the long run after the final design is locked down we’ll be transitioning this over to an AIR application that we can distribute internally so everyone can see it at all times as well as a widget and an online portal. We’ll also be using a centrally stored XML feed on a server to download updates to the tool and keep everyone up to date as the PM staff adjusts things.
Starting off we realized that the most important part of this software was it’s ability to clearly show all of the current deliverables being worked on in the office and prioritize them for us. In order to do that the interface would need to be comprised of some sort of list that could expand downward from most to least urgent deliverable. Here is a look at our first pass for the list view of the project deliverables. You can see below each deliverable has the client / project information, resource allocation by initials, due date and calendar view. The list element also displays a priority ranking that adjusts the deliverables ordering based on the number of resources allocated, hours left on the deliverable and due date for the project.
The system also has a resource overview element that visually totals up all of the hours per resource so our project managers can help load level the expected workloads. The element breaks out the projected hours per resource into the same week period displayed by the calendar view and adds up any additional hours for projects that go beyond the time frame.
Stay tuned for some more updates as we make progress and adjust the software to fit in better with our SCRUM meetings and Squash sheets.








