Weekly PM Reminder - Oracle

theWorX

A process that:

* is a weekly email to a project manager. All of the content will be for where the person getting the email is the PM
* shows aggregate data for all of their projects
* sends the PM a reminder email at the end of each week showing the items that the PM needs to do.
* Shows the mentioned data in sections as follows:
o Past Due issues
• Only active projects
• Only open issues – not resolved or closed
• Show project name, project ID, issue name, issue priority, target resolution date, color (only red or yellow)
• Logic for Yellow = where target resolution is within the next week
• Logic for Red = target resolution date is in the past
• URL LINK: to that issue
o Past Due Risks
• Only active projects
• Only open risks – not resolved or closed
• Show project name, project ID, risk name, risk priority, target resolution date, color (only red or yellow)
• Logic for Yellow = where target resolution is within the next week
• Logic for Red = target resolution date is in the past
• URL LINK: to that risk
o Past Due Status Report
• Only active projects
• Show project name, project ID, report date, most recent overall status, color (only red or yellow)
• Only 1 line per project – show even if there is no status report
• Logic for Yellow = where latest status report date > 7 days ago
• Logic for Red = latest status report date is > 14 days ago
• URL LINK: to status report list
o Past Due Milestones
• Only active projects
• Only open milestones
• Show project name, project ID, task name, task finish date, color (only red or yellow)
• Logic for Yellow = where finish is within the next week
• Logic for Red = finish date is in the past
• URL LINK: to that milestone
o Past Due Forecast
• Only active projects
• Show project name, project ID, last updated date, most recent total plan of record amount, color (only red or yellow)
• Only 1 line per project – show even if there is no finish plan
• Logic for Yellow = where last updated date of the plan of record > 14 days ago
• Logic for Red = where last updated date of the plan of record > 30 days ago
• URL LINK: to cost plan
o Allocation Summary for the Project Team
• Unfilled Roles that need to be staffed
• Resources Actuals +/- 25% of Allocation
• Resource ETC +/- 25% of Allocation
o Pending Change Controls / Approval Status
o In addition to the Past Due Milestones, upcoming milestones
o Budget Summary
• Actual vs. Planned
• Burndown estimate

Download Details
Submission Date Oct 27, 2017 4:00 pm
Submitter Rego
Content Type Other
Database Architecture Oracle
Work Type
Work Categories
Related Content
Supported Versions v14.x, v15.x
Special Instructions RegoXchange item, Status Report Publish must also be installed as a prerequisite.
Company Rego Consulting