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Two Versions
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A Planning Version (product based planning capability)
A Project Version (Planning version plus Project Records (Risks and Issues), Custom Templates (MS Word Only), and enhancements to the Project Organisation.
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Project Records
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Project Records including Issues, Risks, Meetings, Quality Checks, and Requisitions
can be created and maintained throughout the life of the project. These project
records can be cross-referenced to any products or activities. Any associated actions
can be tracked to closure. A consolidated view of all actions across all of the
project records can be used to ensure that open actions are identified and completed.
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Custom Documents
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Custom Documents can be created that use MS Word Templates that can be based upon your own department standards. Information can be inserted into the documents at the appropriate location in the template.
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Project Organisation
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The Project Version provides additional information to support the project organisation structure. Additional teams can be created to provide a full view of the teams working on the project. The teams can be 'specialist' teams within the project and additional teams, such as suppliers or parts of the organisation that are involved with the project.
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UnDo and ReDo
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Changes are tracked as they are made on a form. The UnDo and ReDo buttons on the edit Menu can be used to restore the data to a state prior to the last full operation. In many cases, the delete function causes changes to many tables, and diagrams in the application. In general, many of these changes can be removed or reapplied using the UnDo and ReDo Buttons.
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Organisation View
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Resources, Teams and Assignments are created and maintained by selecting this view. An organisation chart is also used to identify the team structure. Use View >>> Organisation
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Jobs, Roles, and Skills View
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Jobs, Roles, and Skills are defined for identifying the type of assignments for resources. From the Organisation View, select View >>> Jobs, Roles and Skills
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Diagram Formatting
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Diagram formatting is now available for all of the diagrams.
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OnLine Support
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An online Knowledge Base fro the use of Product BAsed Planning. The Knowledge BAse provides examples, lessons learned, adn guidnace on product based planning.
An online version of the help file to provide latest updates and in depth demonstrations.
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Product Size Estimates
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A new tab has been added to record product size estimates. These might be estimates of: Total Page count, Lines of Code, Function Points, quantities of items, etc. These entries can also be used to track the actual information at the completion of the product and the project.
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Microsoft Word Addin
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Use a button to access product based plans from Microsoft Word.
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Allocation of Responsibilities
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When allocating people to work on activities, responsibilities can be assigned to the resources on the team. The responsibilities are typically Responsible, Approval or Accountable, Support, Review, etc.
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Improved cell editing
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In the detail form entry (two column text entry tables), the size of the editing cell can be changed and the cell is resized to fit the text when moving to a new cell.
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Document Properties
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Document Properties are now available to identify the document and record a revision history. Use File >>> Properties to change the information.
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Templates
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Any .PBP file can become a template or starting point for a new plan. These files will be available on the File >>> New >>> Selection List
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Freezing Columns
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The number of frozen (non scrolled) columns can be changed by clicking and dragging the divider to a new position.
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Real time PBS and PFD Quality Checks
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Quality checks of the PBS and PFD are performed in real time to ensure that any of the quality criteria for these diagrams are met. Bright yellow products indicate there is a problem, and red links indicate that the link has a problem. Many of the common problems, such as cycles, are automatically precluded.
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