Project Insight PM Tool Overview January 20 th, 2010 Phoenix Working Group Meeting David Hamill Director, Project Management Office

January, 2010 WGM - PhoenixProject Insight Overview2 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

January, 2010 WGM - PhoenixProject Insight Overview3 Searching for a Project Ways to search for an HL7 Project: Searchable Project Database GForge TSC File Project Insight

January, 2010 WGM - PhoenixProject Insight Overview4 Searchable Project Database

January, 2010 WGM - PhoenixProject Insight Overview5 Searchable Project Database (contd)

January, 2010 WGM - PhoenixProject Insight Overview6 Searchable Project Database (contd)

January, 2010 WGM - PhoenixProject Insight Overview7 Search Parameter: Project Type

January, 2010 WGM - PhoenixProject Insight Overview8 Search Parameter: Status

January, 2010 WGM - PhoenixProject Insight Overview9 Search Parameter: Product Type

January, 2010 WGM - PhoenixProject Insight Overview10 Search Parameter: Date

January, 2010 WGM - PhoenixProject Insight Overview11 Summary View – Searchable Project Database

January, 2010 WGM - PhoenixProject Insight Overview12 Detail View – Searchable Project Database

January, 2010 WGM - PhoenixProject Insight Overview13 Full Project Report in GForge (TSC File tab)

January, 2010 WGM - PhoenixProject Insight Overview14 Full Project Report in GForge (TSC File tab)

January, 2010 WGM - PhoenixProject Insight Overview15 Full Project Report in GForge (TSC File tab)

January, 2010 WGM - PhoenixProject Insight Overview16 Search – GForge TSC File

January, 2010 WGM - PhoenixProject Insight Overview17 Features Project Insight is a 100% web-based project management software application with tools that offer many strategic benefits to HL7; such as: Project scheduling Flexible reporting Project templates Customization (Administrator Function)

January, 2010 WGM - PhoenixProject Insight Overview18 Getting Started How to get to Project Insight Via Participate > Tools & Resources, under Project Tracking Tools URL: healthlevelseven.projectinsight.net (no www) Username / Password Each Work Group and Steering Division has one for creating/managing projects

January, 2010 WGM - PhoenixProject Insight Overview19 Getting Started

January, 2010 WGM - PhoenixProject Insight Overview20 Welcome Screen

January, 2010 WGM - PhoenixProject Insight Overview21 Recommended Home Page View

January, 2010 WGM - PhoenixProject Insight Overview22 How do Projects get into Project Insight How do projects get into Project Insight Project Scope Statements (reqd for Active Projects) 3 Year Plan Items (no PSS required – just high level info) Data entry typically done by the PMO, but can be done by the Project Facilitator.

January, 2010 WGM - PhoenixProject Insight Overview23 HL7 Project Scope Statement – NEW 2010 Version

January, 2010 WGM - PhoenixProject Insight Overview24 PSS Location: Participate > Templates

January, 2010 WGM - PhoenixProject Insight Overview25 Search – Project Insight

January, 2010 WGM - PhoenixProject Insight Overview26 Search – Project Insight (contd)

January, 2010 WGM - PhoenixProject Insight Overview27 Viewing the Project Scope Stmt in Project Insight

January, 2010 WGM - PhoenixProject Insight Overview28 Entering Project Scope Stmt Info into Project Insight

January, 2010 WGM - PhoenixProject Insight Overview29 Project Scope Stmt to Project - Add Page

January, 2010 WGM - PhoenixProject Insight Overview30 Project – Add/Edit Page (General Tab)

January, 2010 WGM - PhoenixProject Insight Overview31 Project – Add/Edit Page (Custom Fields Tab)

January, 2010 WGM - PhoenixProject Insight Overview32 Project Folder Hierarchy (Project>Folder>Doc)

January, 2010 WGM - PhoenixProject Insight Overview33 Project Schedule (Optional)

January, 2010 WGM - PhoenixProject Insight Overview34 Project Facilitators Two types: Work Group and Steering Division Work Group: Function as projects point person Complete/update project documents: PSS, CBC, NIB Secure approvals/address questions by WG, SD, TSC Provide Updates to SD Project Facilitators or PMO Steering Division: Manage their SDs project portfolio Request Updates from WG Project Facilitators Mentor WG PFs; Active PS WG member

January, 2010 WGM - PhoenixProject Insight Overview35 Project Approval Process 1.Project Facilitator creates a Project Scope Statement (PSS). 2.Sponsoring Work Group reviews and approves the Project Scope Statement. 3.The Project Facilitator s the PSS to the appropriate Steering Division(s) and the HL7 Project Management Office 4.PMO reviews the Scope Statement (this occurs simultaneously with step 5). 5.Steering Division reviews and approves the PSS

January, 2010 WGM - PhoenixProject Insight Overview36 Project Approval Process (contd) 6. The Steering Division submits Scope Statement to TSC for TSC approval. 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

January, 2010 WGM - PhoenixProject Insight Overview37 Next Steps for PMO, SD PFs, PS WG Close out the Project Review and Cleanup Effort All 3 Year Plans will reside in Project Insight All projects will contain a current Project Status Enhance the SD PF Project Update Process Modify the Project Approval Process

January, 2010 WGM - PhoenixProject Insight Overview38 References Project Scope Statement Template via Participate > Templateswww.HL7.org via Participate > Work Groupswww.HL7.org Project Services Work Group Documents/Presentations Page TSC Co-Chairs Utilities link GForge > Project Services Doc tab Project Approval Process Project Scope Statement Template – Appendix B GForge > Project Services Doc tab Search HL7 Projects via Participate > Tools & Resources > Project Tracking Tools: Search Current Projects from Project Insight link HL7 Project Homebase (GForge) > TSC File tab Project Insight URL (no www) via Participate > Tools & Resources > Project Tracking Toolswww.HL7.org

January, 2010 WGM - PhoenixProject Insight Overview39 Questions / Discussion / Feedback or (734) (Project Services Work Group