Say goodbye to Excel

W
Document Sample
scope of work template
							        Say goodbye
        to Excel
         What are the tools that keep a project afloat
         and on track? This month Malcolm Raymond
         from the Enex TestLab looks at project
         management software.




                 egardless of the amount of programs            When you start to consider large projects          Project management can be applied to

         R       available to assist in project manage-
                 ment, many people are still taking a
         very informal, unstructured approach to man-
                                                             that require a significant amount of investment,
                                                             the use of software project management tools
                                                             are necessary to help maximise the project re-
                                                                                                                almost any type of project and, in particu-
                                                                                                                lar, it is widely used to control the complex
                                                                                                                processes of software development projects.
         aging projects.                                     turn on investment and lower the project risk.     The planning stage is critical in order to
            Sure, a very simple project could be repre-         Additionally, many large corporations un-       complete a project within a certain timeframe,
         sented by a basic timeline on the back of an        dertake projects with geographically dispersed     usually with defined stages and with designated
         envelope or on a whiteboard, but what happens       team members: with the move to outsourcing         resources. Normally project planning divides
         when times/dates change and a staff member (ie      in many industries, the team members may           the activity into stages such as setting objec-
         resource) that you’ve selected for a task is not    even be in different countries. In these situa-    tives (that should be measurable), identifying
         available on a particular day?                      tions additional features need to be provided      deliverables, planning the schedule and making
            When tasks get more complex it seems man-        by the project management tool, and several        supporting plans. These supporting plans may
         agers make a move into software tools such as       products also have a range of work collabora-      be related to: human resources, communication
         an Excel spreadsheet to help with some of the       tion features.                                     methods and risk management.
         planning and scheduling. However, for even                                                                For this review we have looked at projects
         quite simple projects there are now a number of     WHAT IS PROJECT MANAGEMENT?                        from @Task, Computer Associates, eProject,
         project management software solutions avail-        Project management can be defined as a              Microsoft, Primavera and TASKey. We have
         able that will greatly assist in the planning and   methodical approach to planning and guiding        examined these products based on their abilities
         tracking of the project so that the manager is      project processes from start to finish. Normally    to manage such things as project tasks, costs
         aware of the project status at all times and can    the processes go through five stages: initiation,   and resources, as well as aid communication
         make adjustments when issues arise.                 planning, executing, monitoring and closing.       and collaboration between all parties.


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Project.indd 88                                                                                                                                   3/6/2006, 3:23:51 PM
                                                                                 in which each level in
                                                                                 the context is hyper-
                                                                               linked enabling the user
                                                            to return to previous application screens.
                                                               Also worth noting is @Task’s ability to
                                                            sort lists in ascending or descending order
                                                            and improved information architecture.
                                                               @Task is offered as both a hosted solution
         @TASK                                              or it can be installed on the user’s system. We
         We were one of the first                            had access to the hosted system so installa-
         users to get a glimpse of the latest version of    tion wasn’t required, but as described in the
         the @Task Enterprise Project Management            documentation it is database and server plat-     such as IBM, Coles-Myer, and a wide
         software package. Version 4.0 is due for release   form independent.                                 variety of government bodies. In the
         this month and includes a number of new fea-          As the product has been built to open          Labs’ testing for T&B, they are in direct
         tures over its predecessor v3.5.                   standards data can be used with other proc-       contact with the clients supplying prod-
            Of note are the improvements to the user in-    esses and applications and its modular build      ucts and the magazine is responsible for
         terface, which contributed to the product’s ease   also allows for extensibility and develop-        the full cost of the testing. The findings
         of use. One of these new features is the tabbed    ment. We ran @Task on both the Firefox            are the Labs’ own—only the specifica-
         navigation interface, where tabs can be custom-    and Internet Explorer 6 browsers with no          tions of the products to be tested are
         ised to display only the required data—the in-     compatibility problems.                           provided by the magazine.
         terface provides breadcrumb or trail navigation       The opening or “Home” screen design is


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           Product                            @Task v4       Product                          eProject      Product                         MS Project
           Vendor                                 @Task      Vendor                            eProject     Vendor                            Microsoft
           Phone                    +1 801 373 3266                                Aust dist. Bluenova      Phone                             13 20 58
           Web                         www.attask.com        Phone                 +1 206 341 9117          Web          www.microsoft.com/australia
                                                                                      08 9474 2990
           Price Install option: US$350 per user                                                            Price                   Single user $1033
             Hosted option: US$250 per user—per              Web                  www.eproject.com
                     year plus 20 percent support,                              www.bluenova.com.au         Interoperability                  ½
                     discounts for over 500 users.           Price Install option US$395 per user                                     ,
                                                                                                            Runs on Windows 2000 or XP good user
                                                             Hosted option US$39.50 per user/month.         interface.
           Interoperability                        ½
           Good feature set, excellent user inter-           Interoperability                               Futureproofing                       ½
           face, runs on most servers and supports           Good feature set, good user interface,         Project Professional is a standalone
           the major databases. Client works with            runs on Windows servers and MS SQL             product but can be upgraded by using
           major browsers. A rich set of APIs                database. Client works with major              Project Server.
           provides integration with any application         browsers. Web Services APIs for further
           on any OS platform.                               integration.                                   ROI
                                                                                                            Relatively expensive compared with the
           Futureproofing                                    Futureproofing                                 other systems especially when upgrading
           Very scalable and can be run in a                 Very scalable from 10 to 10,000 users.         to enterprise capability.
           clustered environment. Hosted version             Hosted version automatically upgraded.
           automatically upgraded.                                                                          Service
                                                             ROI                                            Local support from Microsoft.
           ROI                                               Slightly more expensive than @Task but
           Relatively low cost with the option to pay        still good value hosted version reduces
           as you use through the hosted system,             infrastucture costs.
           which also reduces infrastructure costs.
                                                             Service
           Service                                           Local training/consultancy support all
           No local support but forum/FAQ                    other support from US.
           support access, phone support, and
           on-site training/consulting available for
           additional cost.


           Rating                               HHHH         Rating                           HHHH          Rating                                HHH


         clean and uncluttered and includes four quick      Issues, Timesheets, Users and Documents.       My Tasks and My Projects.
         link drop downs that provide very quick access        A main navigational menu is provided on        Under the Project Management section,
         to key information of: “My”—Documents,             the left-hand side of the screen and enables   selected from the main left hand menu, we
         Issues, Projects etc; “Find”—Companies,            selection of Application Home, My Profile,      found that setting up project team members
         Documents, Issues etc; “Create”—Access level,      Project Management, Resource Manage-           and assigning project permission and tasks was
         Company, Project, User etc; and “Recent”           ment, Help Desk and Setup. The Application     quite straightforward. Other controls include a
         which contains a list of recent Projects, Tasks,   Home has a set of quick links to My Profile,    Timeline button that enables the selection of a


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               Product          Open Workbench/Clarity         Product                          Primavera        Product                        TASKey Team
               Vendor              Computer Associates         Vendor                Primavera Australia         Vendor                                TASKey
               Phone                      02 9937 0500         Phone                       03 9826 9292          Phone                         02 6296 1150
               Web                          www.ca.com         Web               www.primavera-aus.com           Web                         www.taskey.com
               Price             Open Workbench: free.         Price              Average per-user cost          Price        Enterprise: based on 50/50
                              Clarity: 10 users $85,000                                 for 100+ users,                 split—supervisors to workers and
                                    500 users $500,000          assuming typical mix of modules, $1000                includes MS Exchange Integration:
                                                                                                                                      10 users $13,431,
               Interoperability                                Interoperability                                                     500 users $186,868
               Runs on Windows and Unix servers and            Runs on Unix and Windows servers and               ASP version $25 setup fee per-user then
               Oracle or MS SQL databases. Client              MDE, Oracle and MS SQL databases.                                 $25 per-user per-month
               works on Windows or Mac. Good user              Client Wndows, or major browsers for
               interface.                                      MyPrimavera. Very good user interface.            Interoperability
                                                                                                                 Runs on Windows 2000/2003 Server and
               Futureproofing                         ½        Futureproofing                                    MS SQL, Oracle or Firebird databases.
               Standalone product with good feature            Very good scalability up to 10,000—               Client works with major browsers. Very
               set. Can only be upgraded using Clarity.        plus users                                        good user interface.

               ROI                                   ½         ROI                                               Futureproofing
               Open Workbench is free but investment           Slightly more expensive but has very              Very scalable through support load
               required to upgrade to Clarity is               good feature set, very robust and proven          balanced Web servers, clustered data-
               quite high.                                     perfomance.                                       base servers, clustered Exchange servers.

               Service                                         Service                                ½          ROI                                     ½
               No local support for Open Workbench             Local support includes 24x7 “follow-the-          Good value offered through hosted
               but active user and developer forum.            sun” support, access to free upgrades for         version. Installed version is about the
               Clarity support from CA at 20 percent           20 percent.                                       same as the other products.
               of price.
                                                                                                                 Service
                                                                                                                 Free support for the first year then a
                                                                                                                 support charge of 25 percent. Local
                                                                                                                 support


               Rating                           HHH½           Rating                             HHHH           Rating                               HHH½


             Gantt chart, a calendar and resource grid. You   that assist in the project documentation. These   documents with the old version still being
             can also recalculate timelines and replan the    include the ability to prepare, search and view   maintained. The Import/Export button gives the
             project from this section.                       notes, prepare and view documents as well as      project manager control to attach a template,
                The Team button enables the project man-      set up new directories and documents.             save a project as a template, copy a project and
             ager to view the Team, search for and add team      Documents can be shared between users and      export in MS Project format.
             members and to search and add roles. The At-     document version control lets users checkout,       A number of resource management features
             tachments button provides a number of features   review and modify (based on permission)           are provided and include functions to manage


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         user schedules, job functions, skills and work.      creation for users with administrator rights        viewing, version tracking and also approval.
            In addition the user/manager can create, ap-      and the user’s personal calendar.                   Team members can also modify documents to
         prove and manage time sheets. Other resource            A project workspace can either be estab-         provide some collaboration.
         management functions include job roles for us-       lished from scratch or created using templates         Once a project has commenced, eProject has
         ers, capacity planning—giving resource utilisa-      available from the main horizontal tool bar. For    a number of features that help to manage the
         tion reports identifying resource conflicts—and       our review we used a New Product Development        project. Overall eProject has a great user inter-
         capacity requirements.                               template supplied with eProject. The original       face and feature set, and a good price although
            Setting up a new project was quite simple,        template is customised and when saved it ap-        it does not display quite as much interoperabil-
         this could be user defined or built from an           pears in the Navigator.                             ity as some of the other products here.
         existing template. This section also provides a         Assigning resources is a breeze—the Mem-
         button to Import a MS Project which displays         bers button on the toolbar enables you to           MICROSOFT PROJECT
         a seven-step Import Wizard. The Wizard is well       search for and select people to be involved in      Project has been around for a long time and is
         designed, clearly indicating what each step was      the project as well as assign their roles. Once     used by many project managers. All of the other
         and where you are in the process. We imported        assigned, the team members are sent an e-mail       products tested in this review have some form of
         a couple of very simple Microsoft Project work-      notifying them of the project and their role—a      import/export capability to Project.
         sheets, and while they were imported easily they     very handy feature.                                    We are reviewing the standalone Project Pro-
         did seem to lose some date information, but this        By selecting Resources on the toolbar a team     fessional but Microsoft also has an enterprise
         was easy to change, and you need to do this for      resources bar graph can be displayed that shows     version that contains collaboration features
         a new project anyway.                                                                                    for working with remote workers, timesheets
            Overall @Task is a fully featured pro                                                                      so on. To take advantage of these features
         management package that covers the gam                                                                       ject Professional has to be used with Server
         of requirements for enterprise-level wor                                                                    03, Web Access Point and Sharepoint. The
         We were particularly impressed with the                                                                     erprise solution has been put together from
         effort @Task has made in developing a                                                                        number of other existing products which
         standards-based, versatile architecture.                                                                    means that the interface does appear to be
                                                                                                                      somewhat inconsistent as you move through
         EPROJECT                                                                                                     e various components.
         eProject is available as both a hosted an                                                                    The standalone version of Project has seen
         censed solution—we chose the hosted op                                                                       ny changes over the years, many of which
         and were up and running without installati                                                                   e been introduced to increase ease of use.
            Rather than being a straight project man                                                                   Project screen has a Microsoft Office look
         ment tool, eProject has gone one step fu                                                                      feel with the added buttons that are project-
         and prepared a number of “bundled” prod                                                                      nagement specific. In particular, buttons are
         that include templates tailored to suit key busi-                                                        provided to select a number of functions under
         ness requirements. These “in-a-box” solutions        the availability for each person selected with      the headings: Tasks, Resources, Track and Re-
         include Project Management Office, IT Govern-         their availability colour coded to show if the      port. Each of these buttons has a drop-down list
         ance, Project Portfolio Management, Sarbanes         person is allocated (blue), has additional avail-   offering a wide range of alternatives.
         -Oxley, Six Sigma and Advanced Reporting.            ability (white) or is over allocated (red).            A Project Guide pane is included on the left-
         Some of these products may be of use to organi-         Finally, specific tasks can be assigned to the    hand side of the screen and includes instructions
         sations that want to apply more methodology          team members and they will be sent another e-       or tools to assist the user with many of the com-
         and process to their business practices and also     mail asking them to login to eProject to view       mon tasks that a project manager might want
         assist in moving towards achieving better gov-       their task and their resource status is updated.    to undertake. As an example, clicking on the
         ernance and compliance.                                 Alternatively, by viewing the project Gantt      “Define the project” link invokes a short three-
            When first starting eProject, a Dashboard          chart, team members can be assigned to tasks        step wizard to set up the project.
         page provides a summary of key sections of           using a drag-and-drop process. Task dependen-          Because Project was only provided in a
         information that can be tailored to suit the indi-   cies can also be set this way. In addition, a       standalone version it doesn’t actually meet the
         vidual user requirements, such as providing key      baseline view can be created from the Gantt         scenario criteria, however, Project has been a
         summary points for executive review.                 chart that enables the project manager to track     market leader for a long time and should not
            We found the interface to be clean and            and compare the project progress against the        be disregarded.
         quite intuitive—the left hand side panel or          original schedule.
         quick dashboard includes links to the user              All projects have a range of documents           OPEN WORKBENCH
         start page, a search capability to items, work-      associated with them and eProject provides          Originally developed as an open-source product,
         space names and users, a Navigator or tree           a document-management feature that al-              Open Workbench has been taken over by Com-
         representation of projects/task, workspace           lows project documents to be uploaded for           puter Associates (CA) as part of its purchase of


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             Niku, an IT management and governance soft-             Open Workbench, in common with many             f
             ware vendor. Although Open Workbench doesn’t         other open-source packages, has no formal sup-     t
             provide some of the more advanced collabora-         port—you need to purchase it separately. How-      t
             tive and other features required under our test      ever, there is an active forum group that goes a   p
             scenario it was included in our review as it can     long way to resolving problems that novice (and
             be used with the CA Clarity product to provide       some experienced users) might have, and good       a
             an Enterprise solution.                              documentation provides product description         t
                T&B invited CA to submit Clarity for review,      and usage information.
             however, CA declined stating: “Because of               In common with many of the other pack-          w
             the breadth and depth of the solution and the        ages reviewed here, Open Workbench is able         w
             myriad of configuration options, CA does not          to import Microsoft Project files. The interface    t
             provide evaluation copies of this software.”         is clean with major selection groups down the      u
             CA did, however, provide a demonstration of          left hand side including Favourites, Planning,     d
             the product.                                         Executing, Controlling and Filters & Sorts.        wide-ranging features that it offers. Clarity is
                Being an open-source product, Open Work-          The Favourites provides the selection of project   a Project Portfolio Management Solution that
             bench has gained a lot of support and its site re-   views and includes Gantt Chart, Critical Path      enables organisations to effectively manage
             ports there have been nearly 65,000 downloads        Method (CPM) Network and the Phase Level           project portfolios.
             of the product. While there are similarities         Gantt, which is similar to the standard Gantt         Overall, Open Workbench is a great choice
             between Microsoft Project and Open Work-             except that it displays only the phases in a       for readers who are just putting a toe into the
             bench, the fundamental difference between the        project, and not all tasks in the project’s Work   project management water as it has good fea-
             products is that Project is task driven, and Open    Breakdown Structure (WBS).                         tures, is free and has a great growth path due to
             Workbench is resource driven.                           Open Workbench has an Auto Schedule             the Clarity enterprise system.




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     Product                   @Task Project Management Software              Computer Associates (CA)              eProject, Project Management Software
     Distributor               @Task                                          CA                                    Bluenova
     Accessability             Runs on any operating system that supports     Browser based                         100% Browser Based
                               Java.
     Calendar support          Collaborative and Multiple work calendars      Yes at a project and resource level   Native project calendar supports I-Calendar
                                                                                                                    format and Outlook synchronization

     Client OS supported       All OS/hosted                                  Windows and Macintosh                 Browser based
     Collaboration             Web based, with features such as               Through browser based project and     Document management with version control,
                               automated, manual notifications, audit          resource modulesand Clarity core      threaded discussions, polling, news boards,
                               trails, approval process.                      module                                workflow
     Database support          Oracle, Microsoft SQL, MySQL                   Oracle, Microsoft SQL                 Microsoft SQL
     Deployment options        Installed enterprise version hosted by client. Use CA resources, train internal      On demand (hosted software as a service or
                               Hosted enterprise version hosted by @Task resources or a mixture of internal         customer site installed)
                                                                              and external
     Document                  All docs version control, document preview, Integrated document management           Version control, check in/check out, version
     management                check in/check out, security controlled.       at a project and system level         retention, approval routing, zip file upload,
     features                                                                                                       thumbnail preview, item level security.
     File types handled        All                                            All                                   All
     Import/export             Import/Export of MS Project .xml and           Via Clarity XML gateway          Zip file import/export for documents, .csv
     capability                .mpp. TSV and CSV exports of any lists in                                       for most other data elements. MSFT Project
                               the application.                                                                sync option.
     Integration               All functionality in the UI is available on    Most Clarity implementations     Active Directory, MSFT Outlook Sync,
     with enterprise           any platform, any language, from local or      integrate to Financial and HR    MSFT Project Sync. Web Services API’s
     applications              remote host.                                   systems via out XML Open Gateway for other integration.
     Issue management          Help Desk feature enables each project to be Yes, using PMBOK rules                  Native issue tracking with assignments,
     features                  activated to track issues and customised to                                          status, and user definable fields.
                               capture information.
     Mobility solutions        Hosted. WAP enabled for cell phone             Clarity client is native Web          Outlook sync for tasks and calendar
                               accessbility


     Portfolio                 Projects, tasks, issues and financials in exec Portfolio Manager module able to      Portfolio dashboards and scorecard for
     management                views. Milestone report, cost, budget roll    customise portfolio analysis portlets aggregation
     features                  ups, progress status across all projects.
     Reporting formats/        html, flash, .tsv, .csv., MS Projects, saved    Clarity comes with native reports     Canned Reports. Ad Hoc Reports, Crystal
     options                   searches, any external reporting system like   that can be modified or new reports    Reports. Excel, .pdf, .csv output put options.
                               Crystal Reports through Web Servcies APIs      built.
     Resource                  Detailed resource allocation reports for       Resource planner module includes      Full resource demand and capacity planning
     management                projects, tasks, and issues.                   resource finder, capacity planning,    by resource type and name. Tracks actual
                                                                              resource requisitioning and skills    versus estimates.
                                                                              management componnents
     Scalability               Horizontally scalable and can be run in a      From 15 to over 20,000 end users      From 10 to 10,000 users
                               clustered environment.
     Security            User access level gives rights to all       Security is role based                         Item level security. Role based permissions.
                         functional areas. Custom scopes can also be                                                Fully customisable roles and security
                         defined further                                                                             parameters
     Server OS supported Windows, Unix, Linux, OS X- Non-Platform Windows, AIX, HP-UX                               Windows 2000 and 2003
                         Specific.
     Timesheet           Timesheets supported and are customisable Yes                                              Native integrated timesheets with automatic
                                                                                                                    project and task data display. Real time
                                                                                                                    updates to schedule.
     Web client                All                                            Yes                                   Browser based.

     Workflow support           Flexible workflow. Automated notifications, Yes                                        Integrated workflow—customisable by
                               advanced dependency structures for projects                                          module.
                               and tasks.



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                      Primavera                                        MS Project                                    TASKey TEAM Technology
                      Primavera Australia                              Microsoft Australia                           TASKey
                      Flexible, configurable user interface             Fully supports Windows accessability features Not fully compliant

                      Project, company, role, user based, shift        Extensible calendar support through defined    Users maintain their own calendar based on
                      support, etc.                                    working hours, can be associated with         their ability to contribute
                                                                       individual resources or groups
                      Windows 2000, 2003 and XP                        Windows 2000 or later                         IE browser based
                      Primavera Web broswer based project              Shared workspaces allow users to store files   Matrix management capability with full task
                      workspaces become a hub for the entire team,     centrally with others. Based on Windows       and team coordination from portfolio to action/
                      discussions, news and e-mail integration         SharePoint services                           ToDo level
                      MSDE, Oracle, Microsoft SQL                      Microsoft SQL, Oracle                         MS SQL, Oracle, Firebird
                      Configurable to meet technical, process,          Standalone, or installed enterprise version   Enterprise (internally hosted) or ASP (On-
                      maturity needs                                   using Project Server                          demand) hosted by TASKey

                      Manage work products & documents, upload/        Shared workspaces allow users to store files   URL hyperlinks to documents in task context.
                      download, checkin/check out, version control,    and other documents centrally with others.    Can be linked to popular document management
                      view history                                                                                   systems
                      Primavera native file formats, MPX, MPP           Project, CSV, Text, Excel, WebPage, XML       All IE MIME supported file types
                      Various: eg. MS Project (MPP,MPX,XML,XLS, Import tasks from Outlook and Excel                  XML, MS Project (import), CSV Files (financial
                      XER,P3), MS Excel                                                                              and resource information)

                      API supplied on request.                         Microsoft Office Project Server 2003           Integrated with Microsoft Outlook via Exchange
                                                                       required for enterprise intergration,
                                                                       connectors available to LOB systems
                      Create/View Project Issues, Configurable Issues Shared workspaces allow users to store files     Issues are handled in the same context as the
                      Portlet, Issues Graphics, Email notification    and other documents centrally with others.      work being done. Issues are fully integrated into
                                                                                                                     task and team management
                      3rd party app. enables read/write access on any Microsoft Project solution providers offer a   Operates on mobile devices with Microsoft CE
                      mobile device                                   range of add ons                               Outlook

                      Automatic Project & Resources Portfolios,        Microsoft Office Project Server 2003           Concurrently controls multiple strategies,
                      Side-by-Side Portfolio Comparisons, range of     required for Portfolio management features    project, tasks and teams. Automatic real-time
                      graphs, View ROI data                                                                          progress reporting
                      Native report writer/editor, 100+ template       Predefined reports for task, resource,         HTML, XML, PDF, MS Word, MS Excel,
                      reports, WYSIWYG graphic reports                 assignment, or cost information you want to   JPEG, text
                                                                       share. Or wizard generates XML file
                      Resource and skills management, capacity         Assign and adjust resources. Add from the     Available at both Task and Action/ToDo level,
                      planning                                         Resource Pool, Active Directory service or    user definable resource types and codes, people
                                                                       Exchange address book. Project Pro includes   and resources separated
                                                                       resource levelling
                      From 1 to 10,000 plus users                      Stand alone, Server 2003 required for multi   Supports load balanced Web servers, clustered
                                                                       users                                         database servers, clustered Exchange Servers.
                      User, role, project, function based, LDAP        Project integrates security with Microsoft    Security based on task team membership.
                      support                                          Active Directory

                      Unix/Windows 2000 and 2003                       Stand alone, Server 2003 required for multi Windows 2000 Server, Windows 2003 Server
                                                                       users
                      Formal timesheets and/or progress status, plus   Microsoft Office Project Server 2003             Individual timesheeting, flexible costing and
                      collaboration features                           required for enterprise timesheet capabilities. approval process

                      Yes                                              Microsoft Office Project Server 2003           IE 5 and above

                      Project process templates, adinister workflow     Shared workspaces allow users to store files   Dynamic structured and unstructured (ad hoc)
                      recipients, initiate project process             and other documents centrally with others.    workflow support




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            What to look out for
            •Scalability: Don’t invest in a project management tool that can’t grow   workforce have particular need for the remote workers to be readily
            with your organisation and cope with changes in technologies over time.   involved in the planning, scheduling and tracking of projects. Con-
            System upgrades should be able to be conducted transparently and with     sider the use of tools with collaboration features that include options
            minimum disturbance to existing and on going projects, templates etc.     such as forums, issue handling, calendars and e-mail.
            •Compatibility: The system you select must be capable of operat-          •Security: Ensure it has adequate levels of security available—you
            ing across your organisation. It should work with all major servers,      are protecting all of your company’s project information. The system
            databases and client operating systems. The use of a browser-based        should provide multiple levels of security including authentication,
            interface for client machines greatly simplifies compatibility issues.     authorisation and provide audit trails. Apart from the normal security
            •Product features: Consider if the product has the all of the             requirements for network or operating system and Web-server securi-
            features that you need, including the ability to integrate with your      ty the system must provide control over access rights of all user groups
            existing systems such as financial and enterprise resource planning        accessing the system including readers, administrators and so on.
            systems. Also check that systems publicised as being fully featured       •Workflow: Look to using a Workflow system to automate project
            have sufficient capability in each area eg document management,            handling through critical business processes. The workflow system
            financial and so on, to fully meet your organisational needs.              should preferably be easy to use providing a user-friendly graphical
            •Collaboration: Organisations with a geographically dispersed             user interface. A full audit trail should also be available.




         PRIMAVERA                                          graphics, spreadsheets and reports.                cation for the project in the EPS, entering the
         The Primavera solution is an integrated               The timesheets module works through the         project name, defining start and finish dates,
         project management tool providing a number         Web allowing team members to communicate           entering the project manager and selecting a
         of modules that meet the needs of different        with a centralised database.                       resource rate type.
         team members. Primavera uses client-server            The Primavera product features a lot of            Once the project has been entered and is
         architecture, is Web enabled and uses either       functionality which is easily accessed through     open, the Projects window is displayed show-
         standalone or networked databases. It works        a very simple Home or Navigation Window.           ing where the project sits in a project table, a
         identically in single or multi-project modes, is   A number of different projects can be viewed       Gantt Chart view and a number of project detail
         very scalable and runs Oracle, SQL Server and      at the same time and multiple projects can         tabs at the bottom of the layout of the window
         MSDE databases.                                    exist under nodes. Also, an Enterprise Project     that provides access to a number of features
            The modules available include Project Man-      Structure (EPS) is used to organise projects       including Notes, Dates, Default settings, setting
         agement, Methodology Management, Portfolio         into a hierarchy and each project must fit under    project codes and how to calculate costs.
         Analysis, Timesheets, and Primavera Web to         a node within this.                                   Once the new project has been created you
         provide access via the Internet as well as a          When you first start working on a project the    can define where it sits in the WBS and then
         software development kit for integration with      user interface seems a bit daunting, however,      define activities (often called tasks in other
         external applications. Other modules provide       you are guided by very good documentation          packages) that are the lowest level in the WBS
         links to Microsoft Project as well as a project    and it doesn’t take long to master setting up      and are the most detailed unit of work that is
         plan comparison tool.                              your own projects, entering tasks and users and    tracked. Activities can be set up through a Wiz-
            The methodology management module ena-          producing the inevitable Gantt chart.              ard or entered it directly into the Activity Type
         bles users to create, capture and organise re-        New projects can be created in a number of      Column in the Activities Table. It can also be
         usable components for use in future projects.      ways including a New Project Wizard, from a        done through a wizard which sets up the name,
         It provides companies with a method to cap-        template or through importing a file from other     WBS element and activity type, enabling the
         ture best practice using templates that can be     packages including Microsoft Project. Setting      selection of how the activities dates are cal-
         customised. Project summaries and tracking         up a new project is made simple by the use of      culated ie Start or Finish Milestone, Task or
         information can be presented format using          a wizard and simply consists of selecting a lo-    Resource Dependant.




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    SOFT COPY ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) ) )


            Project Scheduling is conducted using a            a to-do list is complete, key information for the     areas on the right a number of Tabs enable the
         Critical Path Method (CPM) which uses activ-          task and the bar chart progress are updated.          required Task related activities to be selected al-
         ity duration and relationships between activities         Taskey Team is good for all levels of users       low the user to add, edit or view Tasks, Actions,
         to calculate the schedule dates. Once activities      within an organisation—managers would use             Resources Times or Documents.
         have been set up, roles can be set up between         it for strategic plans, large projects and coordi-       Navigation through the various steps of a
         resources and the activities. The role will act as    nating work between groups within the organi-         project is intuitive and even novice users will
         a place holder indicating the type of resource        sation, as well as their own Tasks and Actions;       adapt to the system with little training. How-
         to be assigned later (for example software            middle managers for smaller, more specific             ever, the Administrator functions aren’t quite so
         engineer, draftsman). Resource usage can be           projects; and users who check off their to-do list    intuitive but this is soon overcome.
         displayed with a Bar Graph giving an indication       that has been assigned by others.                        Overall, the products mentioned in this
         of a particular resource’s activity allocation and        TASKey TEAM, which uses a Web-based               review so far have all been designed for tradi-
         will indicate over allocation through a different     client interface, can be purchased as a client/       tional projects and their management; TASKey
         colour in that section of the bar.                    server system for installation on the company         Team on the other hand provides an innovative
            The Primavera Web module, which provides           infrastructure or as a hosted system. The client/     solution to distributed management and is defi-
         Web access through a browser, had a very clean        server system can be used with Windows 2003           nitely worth a look.
         and intuitive interface and enables many re-          Server, Linux and Unix. A number of database
         mote, workflow and collaboration features. As          systems can be used such as SQL Server 2000,          FINAL WORDS
         with many of the other products reviewed, Pri-        Oracle 9i or Firebird (open source). The system       For enterprises that are serious about running
         mavera provides a dashboard view which can be         is very scalable to cover use across large organi-    projects in an efficient and cost-effective man-
         configured to provide access to projects, activi-      sation and a mobile solution is available using       ner, the products reviewed offer a wide range of
         ties and events, display key information such as      Outlook and Exchange server.                          features. They have been designed for all users
         financial trend analysis, summaries of resource            The browser-based interface is very clean and     in an organisation from senior management to
         allocation and status as well as the ability to set   uses a main header containing selection for the       the project managers and staff undertaking the
         up discussions or e-mails for collaboration.          main views that cover Today, To-Do, Tasks, Task       tasks. The product designers have also taken
            Overall, this product provides a comprehen-        List, Progress, Options and Search. The Tasks         noticed how modern corporations are moving to
         sive and robust solution for project managers         button selects the main workspace which con-          distributed workforces and have implemented
         at an enterprise level. It has good collaboration     sists of a Task tree in a left-hand panel and input   collaborative work features. ■
         features to assists distributed team members
         and a range of tools that facilitate planning
         scheduling and tracking large projects.                  SCENARIO
         TASKEY
         Taskey takes a different view to most other              This large company is struggling to                manage such things as project tasks,
         project management tools in that it inherently           Product name here a growing number
                                                                  maintain control of                                costs and resources, as well as aid com-
         employs a distributed management method that             of projects. It is seeking a project man-          munication and collaboration between
         integrates general management and project                agement tool that will be able to help             all parties.
         management techniques.
             Taskey identifies three activity levels in its                  ) ) ) ) ) )                                                   ( ( ( ( ( (
         method: Actions as the lowest unit of work, that
                                                                                              EDITORÊS CHOICE
         is, it can’t be broken down any further, such as                                                Primavera
         an appointment or a to-do; Tasks, which are a                                 With the number of            hensiveness of the Primavera product,
         logical grouping of actions and as such need                                  products      available       which takes the disparate people and
         management of information, resources and peo-                                 and competition for a         groups within a large enterprise and
         ple; and Projects, which in turn is a grouping of                             growing market space,         brings it all together under an easy-to-
         tasks to achieve the overall, longer team goal.                               the developers of these       use tool.
             The key steps in the Taskey method are: a                                 products are packing             The product appears robust and the
         goal and work breakdown of tasks using a bar                                  a lot of features into        level and presentation of documentation
         chart to indicate planned and actual timings             their solutions which makes picking a clear        inspires confidence that the product will
         plus progress. For each Task an information              winner in this review difficult.                    get the job done.
         template is used to ensure capture of key infor-            Based on its feature set, position in the          As a close second we must recommend
         mation such as team composition, responsibili-           marketplace and local support, the Edi-            @Task for a very rich feature set, great
         ties and actions to be done. Then a consolidated         tor’s Choice award goes to Primavera.              user interface and interoperability at a
         to-do list is created for of all the actions re-            We were impressed with the compre-              great price.
         quired for all projects and tasks. Finally, when


   98    T&B MARCH 2006 www.technologyandbusiness.com.au




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