Your OpenERP idea implemented for free! http://www.eficent.com/promotions/ Gestión de proyectos con OpenERP Project Management with OpenERP using the PMI standards V Jornadas OpenERP 2012 - Donosti
Dec 05, 2014
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Gestión de proyectos con OpenERP
Project Managementwith OpenERP using the PMI standards
V Jornadas OpenERP 2012 - Donosti
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Objectives
What is the Project Management Institute? Fundamentals of Project Management Modules developed in OpenERP Work ahead
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What is the Project Management Institute?
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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
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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.
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Fundamentals of Project Management
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PMBOK structure
Process groups Knowledge Areas
Processes
5 process groupsInitiatingPlanningExecutingMonitoring and ControllingClosing
9 knowledge areasIntegration
ScopeTimeCost
QualityHuman Resources
CommunicationRisk
Procurement
InputsOutputsTools
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Modules developed in OpenERP
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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
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Scope management
Implemented in modules “project_scope*”
SCOPE
CREATE
VERIFY
CONTROLOBTAIN
DEFINE
WBS
REQUIREMENTS
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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
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Time Management
Implemented in the modules “project_time*”
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
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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”
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Sequence the activities
Module “project_time_sequence”: Makes it possible to sequence the activities (tasks
and milestones)
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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
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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
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Develop the schedule – Critical Path
The Critical Path Method is considered a standard to calculate the project schedule.
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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.
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Cost Management
COSTS
1. ESTIMATE COSTS
2. BUILD A BUDGET
3. CONTROL THE COSTS
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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
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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
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Detetermine the budget
Using the budget app in OpenERP it is possible to record the approved budget for the project.
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Monitor and control the costs
Module “project_cost_analysis”: Report 'Analysis of Use of Resources'
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Monitor and control costs – Analytical Balance
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Communications Management
Implemented in modules:“project_communications*”
2. PLAN COMMUNICATIONS
3. DISTRIBUTE INFORMATION
COMMUNICATIONS
1. IDENTIFY STAKEHOLDERS
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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
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Procurement Management
Implemented in modules:“project_procurement*”, “project_sale*”
1. PLANIFICAR THE PROCUREMENT
2. EXECUTE PROCUREMENT
3. CLOSE PROCUREMENT
PROCUREMENT
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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
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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*”
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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
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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
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