PROJECT MANAGER TOOLS ~ PROJECT OUTLINER, PRJECT EXPLORER, PERSONAL TODO & CONTACT MANAGER

Product Highlights

Recruitment Center

sss

Project Manager Module
Management Tools & Techniques for Everyday Activities in Any Business

Project Outliner, Project Explorer, Personal ToDo and Contact Manager are some of the tools that comprise this P2P module. We recognize that Project Management techniques are just as effective in everyday activities as in specific project applications. In our simple format, these tools provide a program that improve your management skills using project management techniques. Learn the value of these simple tools to help improve your planning and management skills, with emphasis on achieving controlled and expected results.

4 Project Outliner

Define projects in terms of their outline structure. Using the first of three levels of Tasks (Level 1), describe the major tasks required to complete the project. Where applicable define sub-tasks (Level 2) for the major tasks to more visibly define the project structure. Repeat this process once more where necessary to further define the tasks that constitute the upper level tasks.

Note: Projects are listed in box shaded in white, Level 1 tasks are listed in box shaded in green, Level 2 tasks are listed in box shaded in yellow and Level 3 tasks are listed in box shaded in blue.

Build multi-level Project Outlines.
Build and Save Project Templates for Repeated Tasks.
Manually build a Project Team or base Team selection on Performance History.
Associate costs with a Project Outline.
Delegate Tasks assignments to Project Team Members.
Create and Print Gantt Charts for Selected Projects.
Send ‘Tasks’ to Personal ToDo.
Transfer Tasks assignments to another Team Member.
Print a ‘Project Overview’ Report; overall or for a specific team member.
Print a ‘Week-at-a-Glance’ Report; overall or for a specific team member.
Print a ‘Progress Detail’ Report.
Print a ‘Progress Meter’ Report.

4 Project Explorer

Project Explorer takes the Project Outline and displays the related tasks in a tree view. Each task branch of the displayed project can be expanded or condensed to show or hide detail on the selected task. Task notes and assigned team member are displayed for any selected task. In addition, the completion status of each task is indicated by a “X” in brackets preceding the task name if the task is completed.

With all this information readily visible for any task or sub-task the Project Explorer is the recommended tool for getting the big picture of a project in the process.

View an Expandable/Collapsible Tree View of an entire Project

4 Personal ToDo

The Personal ToDo allows Today’s tasks to be collected sorted by priority and printed for reference and note taking. The checklist style of the list is easy to understand and work with. ToDo items are entered either directly through the Personal ToDo interface or by transferring tasks from Project Outliner via the transfer function. (Tasks transferred from the Project Outliner will display a “Task Detail” button in the Task Edit form. This button allows access to the Project Outliner Task detail to assist in clarifying what a task is about.

Choose from one of several sort orders.
Double-click on ToDo item to edit it.
Change ToDo item priority using keyboard numbers or drop-down list.
View ToDo item notes or Category field.
Purge completed ToDo items from list.
Personal ToDo List Report.

4 Contact Manager

The Contact Manager is a versatile contact information tool that supplies functions to store and report on an assortment of data about the people who are important to your organization’s success. The data stored by Contact Manager is shared among all users of the P2P Administrator application. The ability to Add or Edit existing records is granted to all valid P2P Administrator user accounts, but the ability to delete a record can only be performed by Super User accounts or higher.

When a new contact is added the currently logged in user will be recorded as the contact record’s owner and the person who made the last edit. Any subsequent edits to the record will be noted in the Last Edited By field with the name of the associated with the account currently logged in.

Activity for each contact can be entered directly or is entered as a result of actions taken on tasks listed in the Personal ToDo. The Date, Type of Activity, Description of Activity and the user who entered the activity are recorded.