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Michael Domokos, CITP, PMP

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About Michael Domokos, CITP, PMP

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  1. Hi, Could a get a copy of the demo instance. Thanks
  2. Thank you. Is it possible to share as a Hi-Res PDF as the jpeg file is not readable.
  3. Could Meisterplan produce and share an Entity Relationship Model diagram to support the understanding of the tables \ views for reporting purpose and post on https://help.meisterplan.com/hc/en-us/articles/115004373214-Tables-and-Views-of-the-Reporting-Database This would aid the development of reports in PowerBI and other reporting tools.
  4. # Risks & Issues Projects currently track there risks and issues in RAID logs within spreadsheets, significant items are then added to a monthly project highlight report (word document) which is reviewed by the relevant project management board. Separately the PMO requests updates from projects at the portfolio level where they are reporting amber or red in status with supporting narrative. Competitor solutions have the ability to capture project risks and issues and to roll up accordingly. I think there is an opportunity to add new tab to the project form where you insert a row and then categorize that item via a dropdown value of your choosing e.g. Issues, Risk etc. with additional fields such as date added, category, description, escalation required flag, owner, notes etc. We would then use PowerBI or a similar reporting tool to generate the project highlight reports, portfolio reporting rollups etc. from the project form data e.g. where you edit the project details. I used the milestone tab as an example as it is effectively a replication of this functionality but relabelled with additional columns. Other PPM solutions do have this capability but they do not have the flexibility of Meisterplan in relation to resource planning, by implementing this functionality it removes the requirement to potentially run multiple solutions and allows us standardize project reporting. # Project Manager Access Rights At present only the PMO have edit rights to projects within the portfolio, we create and maintain the project data and associated resource allocations. If a project needs to the schedule, budget or resources to change it goes via change control so that the impact can be assessed, if approved the PMO will make the change. In terms of the project form data we would like for the PM’s to maintain this to minimize the overhead on the PMO and to ensure the information is relevant and up to date. This would be especially true if we could implement the risk and issue tracking functionality as they would be expected to maintain this. # Program Formula In our instance we want to be able to group projects into a programme, capture the programme manager and any associated governance. The programme start date and end date would be drawn from the first project start date and last project end date. The capex and revex values would be the sum of the projects within programme.
  5. I have three specific requirements that i would like to see developed e.g. ability track risks and issues in the same way that finances and milestones are tracked. An additional permission added that allows the project manager to update the project form for reporting purposes and lastly the ability to have a form to capture programme information in the same way as projects.
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