Weekly PM Reminder - Postgres

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. Maybe call it Weekly PM reminder.
• 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 Jan 27, 2020 3:15 pm
Submitter Rego
Content Type Other
Database Architecture Postgres
Work Type
Work Categories
Related Content
Supported Versions v15.7+
Special Instructions Rego’s Status Report Publish must be installed as a prerequisite.
Company Rego Consulting