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Project Insight Overview
January 11th and 15th, 2009
Orlando Working Group Meeting
David Hamill
Director, Project Management Office
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Goals
• Demonstrate Project Tools
• Project Insight Overview
• Help Project Facilitators in project development and facilitation
• Promote the use and understanding of Project Insight throughout HL7
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Progress To Date
• Conducted Overview classes at each WGM since September, 2007
• Worked with Co-Chairs to pilot Project Insight
• Rolled out the Project Approval Process and updated the Project Scope Statement Template
• Added projects dating back to 2005 into Project Insight; Co-Chairs validated their Work Group’s projects
• Published the HL7 Project List on GForge via the TSC Files tab
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Progress To Date (cont’d)
• Implemented a Searchable Project Database on www.hl7.org (Resources column)
• Established the Project Facilitator Role with the Project Services WG
• Created four schedule templates for ballotable projects with the Project Services WG
• Conducted Webinars in October, 2008
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Searching for a Project
Ways to search for an HL7 Project:
• Searchable Project Database
• GForge TSC File
• Project Insight
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Searchable Project Database
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Searchable Project Database (cont’d)
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Searchable Project Database (cont’d)
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Search – GForge TSC File
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Search – GForge TSC File
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Summary
Project Insight is a 100% web-based project management software application with tools that offer many strategic benefits to HL7; such as:
• Intelligent project scheduling; including cross project dependency capability
• Flexible reporting
• Project templates
• Customization (Administrator Function)
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Getting Started
• Project Insight URL (no ‘www’)
healthlevelseven.projectinsight.net
• Username / Password
Each Work Group and Steering Division has one for creating/managing projects
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Getting Started
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Welcome Screen
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Modifying Portal Page (aka Home Page)
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Recommended Home Page View
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Search – Project Insight
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Search – Project Insight (cont’d)
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HL7 Project Scope Statement – Where it all begins
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Viewing the Project Scope Stmt in Project Insight
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Viewing the Project Scope Stmt (cont’d)
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Add Project
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Project Scope Stmt to Project - Add Page
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Project – Add Page (General Tab)
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Project – Add Page (Custom Fields Tab)
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Project Folder Hierarchy
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Reports
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Project Report
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Excel Export of Project Report
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Project Lifecycle Process
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Schedule Templates (Pilot)
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Project Schedule
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Column Display Options
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Marking Project Task Complete
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Editing/Adding/Modifying Project Tasks
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Modifying Tasks (General / Predecessor Tabs)
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Project Facilitators
Two types: Work Group and Steering Division
• Work Group: Function as project’s point person
Complete/update project documents: PSS, CBC, NIB
Secure approvals by WG, SD, TSC
Update/maintain Project Insight project plan
• Steering Division: Manage their SD’s project portfolio
Liaison between SD and PMO
Mentor WG Project Facilitators
Assist SD Chairs addressing projects in jeopardy
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Project Approval Process
1. Project Facilitator creates a Project Scope Statement (PSS).
2. Sponsoring Group reviews and approves the Project Scope Statement.
3. The Project Facilitator emails the PSS to the appropriate Steering Division(s) and the HL7 Project Management Office ([email protected]).
4. PMO reviews the Scope Statement (this occurs simultaneously with step 5).
5. The appropriate Steering Division reviews and approves the PSS
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Project Approval Process (cont’d)
6. The Steering Division submits Scope Statement to TSC for approval by creating an issue for the TSC on GForge and attaching the PSS to the issue.
7. The PMO audits the PSS approval process and enters approval dates in Project Insight.
8. The PMO and Project Services Committee ensure that HL7 project methodology is adhered to.
The approval process is also located in Appendix B in the Project Scope Statement Template
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Next Steps for PMO and Project Services WG
• Expand Use of the Four Schedule Templates
• Assist/Mentor Project Facilitators – both the Steering Division and Work Group Project Facilitators
• Offer Additional Training Sessions to Work Groups (webinars)
• Rollout 2009 Versions of the Project Scope Statement and Project Approval Process
• Add customizations to Project Insight based on the 2009 Versions of the PSS and Project Approval Process
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References
Project Insight URL (no ‘www’)- healthlevelseven.projectinsight.net
Project Scope Statement Template - Co-Chairs Utility Page on www.hl7.org - GForge Project Services Doc tab: http://hl7projects.hl7.nscee.edu/docman/?group_id=55
Project Approval Process - Project Scope Statement Template – Appendix B - GForge Project Services Doc tab: http://hl7projects.hl7.nscee.edu/docman/?group_id=55
Search HL7 Projects- www.hl7.org Searchable Project Database - GForge TSC File tab: http://hl7projects.hl7.nscee.edu/frs/?group_id=52
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Where to Find Documents Referenced Today?
Project Services Docs/Presentation Page
- Project Scope Statement
- Project Approval Process
- Project Facilitator Responsibilities
- Project Life Cycle diagram/flow
- Tutorial PowerPoint
- Project Schedule Template Spreadsheet
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Questions / Discussion / Feedback
• [email protected] or [email protected] (734) 677-7777
• [email protected] (Project Services Work Group listserv)