Eficent jornadas open erp spain 2012 - project management with openerp v1.2

Gestión de proyectos con OpenERP

Project Management
with OpenERP using the PMI
standards
V Jornadas OpenERP 2012 Donosti
Your OpenERP idea implemented for free!
http://www.eficent.com/promotions/

Objectives


What is the Project Management Institute?



Fundamentals of Project Management



Modules developed in OpenERP



Work ahead


What is the Project Management
Institute?


Global Association







Oriented towards determining and spreadin the
best practices on project management.
500.000 members and credential owners in 185
countries.
250 geographical chapters. 30 communities of
practice

Its main objectives



Formulate professional standards






Main standards is the Project Management Body of
Knowlege (PMBOK), with more than 3 millon copies
distributed.
The PMBOK represents the accepted best practices
in the project management profession.

Promote the Project Management as a
profession through certification programs, such
as PMP.

Fundamentals of Project
Management


PMBOK structure

Process groups
5 process
groups
Initiating
Planning
Executing
Monitoring and
Controlling
Closing

Knowledge Areas

Processes
Inputs
Outputs
Tools

9 knowledge areas
Integration
Scope
Time
Cost
Quality
Human Resources
Communication
Risk
Procurement


Modules developed in OpenERP


Motivation



A tool that integrates the project management
processes with the company operational
processes.



Development following the knowledge areas



Modules available in OpenERP v6.0


Scope management
WBS
CREATE
VERIFY
DEFINE

SCOPE
OBTAIN
CONTROL
REQUIREMENTS



Implemented in modules “project_scope*”

Work Breakdown Structure (WBS)


Module “project_scope_wbs”:







Covers the Work Breakdown Structure (WBS).
Makes it possible to break down the deliverables
and the project work in smaller more manageable
pieces.
Classifies the components of the WBS in project,
subproject, deliverable, work package.
Facilitates the navigation through the WBS


Time Management
4. ESTIMATE THE DURATION
5. DEVELOP THE SCHEDULE

3. ESTIMATE THE
RESOURCES

2. SEQUENCE THE
ACTIVITIES

1. DEFINE THE ACTIVITIES



TIME
6. CONTROL THE
SCHEDULE

Implemented in the modules “project_time*”

Define the activities


Module “project_time_easy_scheduling”:




Makes it possible to record the project activities
(tasks and milestones) easily.
Adds the menu“Activity Planning”


Sequence the activities


Module “project_time_sequence”:


Makes it possible to sequence the activities (tasks
and milestones)


Define the milestones


Module “project_time_milestone”


Classifies tasks and milestones



Defines a new menu entry to create milestones



Adds a tab in the project to display the milestones
of the project


Develop the schedule


Module “project_time_schedule”:




Calculates the project schedule base on the
activities, the estimate of durantion and their
sequence.
Uses the Critical Path Method to schedule the
activities



Uses the Dijkstra Algorithm to find the Critical Path



Scheduling precision to the hour



Does not consider leave days or holidays

Develop the schedule – Critical Path


The Critical Path Method is considered a
standard to calculate the project schedule.


Develop the schedule – Dijkstra Algorithm


The Dijkstra algorith, also known as the
minimum path algorithm, attempts to find the
shortest path between two points in a network.


Cost Management

2. BUILD A BUDGET

COSTS

3. CONTROL THE COSTS

1. ESTIMATE COSTS


Estimate the costs


Module “project_cost”:


Makes it possible to maintain an analytical
management of the expenses and revenues at the
following levels:
−
−
−
−



Planned
Budgeted
Commited
Real

The real analytic entries are shown from the
Analytic Account and the Project

Estimate the costs

Planned

Budgeted

Commited

Real

What was
estimated
during the
project planning

Costs and
revenues
incorporated to
the project
baseline

Costs
associated to
confirmed
purchase orders
for the project.

Costs and
revenues
invoiced /
employee hours
recorded in
timesheets


Detetermine the budget


Using the budget app in OpenERP it is possible
to record the approved budget for the project.


Monitor and control the costs


Module “project_cost_analysis”:


Report 'Analysis of Use of Resources'


Monitor and control costs – Analytical Balance


Communications Management

2. PLAN COMMUNICATIONS
1. IDENTIFY STAKEHOLDERS

COMMUNICATIONS
3. DISTRIBUTE INFORMATION



Implemented in
modules:“project_communications*”

Plan and distribute information


Modules associated to distributing information
associated to the project:





project_communications_mailgate
project_communications_mailgate_note

Module to lik meetings with projects:


project_communications_meetings


Procurement Management

2. EXECUTE PROCUREMENT
1. PLANIFICAR THE
PROCUREMENT

PROCUREMENT
3. CLOSE PROCUREMENT



Implemented in
modules:“project_procurement*”,
“project_sale*”


Plan the procurement (and sale)


Module “project_procurement”




Module “project_sale”






Associate a project to a purchase requisition or a
purchase order.
Associate a project to a sales order

The analytic account is determined
automatically in the order items
Provides visibility of orders from the project

Integration Management




Manage the Project Execution



Monitor and Control the Project Schedule



Manage the Integrated Change Control




Develop the Project Plan

Close the Project or Phase

Implemented in modules:“project_integration*”


Manage Project Execution


Module “project_integration”




When a task/project is finished, the next linked
task/project changes status to “Ready to start”.
When a task/project is in this status, it sends an email to the owner.

Task/Project
Tarea 1
1

Task/Project
2


Monitor and Control the Project Work
Proyecto


Module “project_integration_analysis”



Adds a Project Progress report form


Control the project execution



Triggered from the project



Presents a summary of the project:
−
−
−
−
−

Work Breakdown Structure components
Milestones
Tasks
Meetings
Issues

Thank you!


Our contact details:
–

Web site: www.eficent.com

–

Twitter: @jbeficent_erp


Eficent jornadas open erp spain 2012 - project management with openerp v1.2

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Eficent jornadas open erp spain 2012 - project management with openerp v1.2