Project Management Light

If you need to manage projects for your company but don't want to invest yet in another tool, this extension will enrich your iTop with some Project Management capabilities.
This project management follows PMP guidelines. For more information about PMP : PMI

For even more possibilities, give a look at extended version

This simple version allows already project manager to manage:

• Projects
• Deliverables with a Gantt View.
• Stakeholders involved on project

Project Manager will follow them through a dashboard providing at a glance projects status & costs.

Project Management capabilities can be limited to users needing it.

• At deliverable creation, we can just add parent deliverable (we hide child deliverable). We prevent modification of child deliverable, we can update parent deliverable only.

Requires at least iTop 2.7 for Gantt View.

Use the Standard installation process for this extension.

The extension is adding, at installation time, entries to the list of rules defined for the User actions configurator extension if you have this extension installed. Deliverable can be created from Project object within status other than “closed” or “monitored” and you can duplicate project (with all its objects linked like deliverables, contacts).

            array (
                    'source_scope' => 'SELECT Project WHERE status NOT IN (\'closed\',\'monitored\',\'cancelled\')',
                    'allowed_profiles' => 'Project Manager,Administrator',
                    'menu_label' => 'Créer un délivrable...',
                    'form_label' => 'Créer un délivrable pour %1$s',
                    'report_label' => 'Créée depuis %1$s',
                    'dest_class' => 'WBS',
                    'preset' => 
                    array (
                      0 => 'copy(id,project_id)',
                      1 => 'set(start_date,$current_date$ $current_time$)',
                      2 => 'copy(agent_id,wbs_owner_id)',
                    ),
                    'retrofit' => 
                    array (
                    ),
                  ),
 
                  array (
                    'id' => 'CopyProjectExt',
                    'source_scope' => 'SELECT Project WHERE status NOT IN (\'closed\',\'monitored\')',
                    'allowed_profiles' => 'Project Manager,Administrator',
                    'menu_label' => 'Class:Project/DuplicateProject',
                    'form_label' => 'Class:Project/DuplicateProjectForm',
                    'report_label' => 'Créée depuis %1$s',
                    'dest_class' => 'Project',
                    'preset' => 
                    array (
                      0 => 'clone_scalars(*)',
                      1 => 'clone(contacts_list,functionalcis_list)',
                      2 => 'call_method(Copydeliverablestodeliverables)',
                    ),
                    'retrofit' => 
                    array (
                    ),
                  ),

• This extension brings a new profile named Project Manager

After installation, you will see Project Management group Menu as below

As Project Manager, you will

1. create a project describing its goal, its scope, its constraints and its actors.
   
2. then, you will start to divide your overall project on small deliverables.
   
3. For each deliverable, you will assign a deliver owner who will define planning, costs, stakeholders.
   

Thanks to this work, you will have a more precise idea of costs and planning for your overall project.

A Project has the following attributes:

A calculated tab “Summary Project” is displayed near to properties tab. On this tab, you will find consolidated view:

• Project dates information
• Sum of all deliverables costs (even completed ones)
• list of involved people (either directly on project level or on deliverable level)
• list of opened deliverables
• Gantt View of project's deliverables

Under Project Management Menu, you have dashboard that will present open project, deliverables.

In this tab, you will link all actors of project (customers or doers). You can define for each of them their

This information will describe how you must manage and communicate with these stakeholders and plan the load of your resources.

To deliver medium to big project, you will split it in several deliverables which may have dependency between each others. Each deliverable will have costs, start date, end date and may be dependent between each others. In that case, you will declare parent deliverable.

Deliverable has following attributes

As soon as you update some attributes on deliverable, automatic calculations will run:

• if costs have been updated, “Deliverable Total cost” and “Available budget” will be recalculated
• if planned start or end date is updated, then all child deliverable's dates will be recalculated.

In this tab, you will link all actors of project (customers or doers). You can define for each of them their

This information will describe how you must manage and communicate with these stakeholders and plan the load of your resources.

As soon as deliverable has a parent, it will be created in status “pending parent deliverable” and will be re-activated in “running” statuts, automatically, as soon as parent deliverable is “completed”.

In Gantt tab , you will see graphically all deliverables of your project.

In green, you will have the closed deliverables, in blue all running deliverables.

As soon as an iTop contact is involved on a project or on a deliverable, you will see appearing tab “Project& deliverable”. This calculated tab will display all projects and deliverable, the contact is involved on.