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

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Gestión de proyectos con OpenERP

Project Managementwith OpenERP using the PMI standards

V Jornadas OpenERP 2012 - Donosti

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 Knowledge Areas

Processes

5 process groupsInitiatingPlanningExecutingMonitoring and ControllingClosing

9 knowledge areasIntegration

ScopeTimeCost

QualityHuman Resources

CommunicationRisk

Procurement

InputsOutputsTools

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

Implemented in modules “project_scope*”

CREATE

VERIFY

CONTROLOBTAIN

DEFINE

REQUIREMENTS

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

Implemented in the modules “project_time*”

1. DEFINE THE ACTIVITIES

2. SEQUENCE THE ACTIVITIES

3. ESTIMATE THE RESOURCES

4. ESTIMATE THE DURATION

5. DEVELOP THE SCHEDULE

6. CONTROL THE SCHEDULE

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

1. ESTIMATE COSTS

2. BUILD A BUDGET

3. CONTROL THE 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

Implemented in modules:“project_communications*”

2. PLAN COMMUNICATIONS

3. DISTRIBUTE INFORMATION

COMMUNICATIONS

1. IDENTIFY STAKEHOLDERS

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

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

1. PLANIFICAR THE PROCUREMENT

2. EXECUTE PROCUREMENT

3. CLOSE PROCUREMENT

PROCUREMENT

Plan the procurement (and sale)

Module “project_procurement” Associate a project to a purchase requisition or a

purchase order. Module “project_sale”

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

Develop the Project Plan Manage the Project Execution Monitor and Control the Project Schedule Manage the Integrated Change Control 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 e-

mail to the owner.

Tarea 1Task/Project1

Task/Project2

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!

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