introduction to talaia openppm

PMP/CAPM Exam preparation training course 3

Introduction to TALAIA OpenPPM

Unit 4. Case Study Presentation and Initiation

PMP/CAPM Exam preparation training course | 4


http://www.talaia-openppm.com/




• TALAIA(*) is the commercial brand for professional services of SM2 around the open source product OpenPPM, available at sourceforge since 2010

• TALAIA is the first open source tool to manage individual projects and project programs, which is compliant, by design, to PMI® standards

• The first version of OpenPPM was developed within the scope of a R&D project funded by Spanish Government (Plan Avanza2 2009. Exp. TSI-020513-2009-72).

(*) The name talaia, in Catalonian, means “watchtower”.


https://sourceforge.net/projects/openppm/

http://62.82.192.112/OpenPPMWeb/

http://www.sm2baleares.es/










PPM (Project Portfolio Management) tools

Source: Market scope for PPM Applications, June 2011


Roles in TALAIA OpenPPM


Multi-Company | Multi-Department | Multi-Language

Org

an

iza

tio

nal P

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s A

ss

ets


Basic workflows in TALAIA OpenPPM


Progressive Elaboration


Top-down View (1/5): Filtering and selecting projects


Vista top-down (2/5): Schedule for selected projects (planned vs. actual)


Vista top-down (3/5): Dashboard for selected projects


Top-down View (4/5): Status Report for selected projects

Clicking on the “eye”

icon goes into project

details


Top-down View (5/5): Drilling down to any single project details

• Users granted can drill down to view (read only) all the project details …

• … the same way the PM does

• See the figure on the right for status reports:

The last status

report can be

seen also at top

level


Bottom view (1/8): Project information layout

• Information disposition resembles PMBOK guide so as PMs familiar with the standard reduce the learning curve

• Only PMs can update their projects information (one PM per project, following PMI good practice recommendation)

• TALAIA OpenPPM does not store documents (url links to ECM systems, instead)


Bottom view (2/8): PM and IM share initiation information


Bottom view (3/8): Project Scope Management

Plan Scope

• Statement

• Deliverables

• WBS

Control Scope

• Deliverables

• WBS


Bottom view (4/8): Project Schedule Management

Plan Schedule

• WBS traceability

• Milestones

• Activities

Control Schedule

• WBS traceability

• Milestones

• Activities


Bottom view (5/8): Project Cost Management

Plan Costs

• Funding

• Cost Baseline

• Projected Margin

Control Costs

• Cash flow

• EVM

• Actual Margin


Bottom view (6/8): Project Risk Management

Risk Register

• ID

• Owner

• Dates

• Status

• Probability/Impact

• Rating/Urgency

• Response

• Description

• Change Log

• Final Disposition

Issues

• ID

• Owner

• Dates

• Status

• Description

• Resolution

Assumptions

• ID

• Originator

• Description

• Change Log


Bottom view (7/8): Project Procurement Management

SOW & Selection

• Sellers

• SOW

• Activities

• Documents

Work Schedule

• For each seller

• Activities

• Dates (planned vs. actual)

• +Info

Payment Schedule

• For each seller

• Purchase Orders

• Payments

• Dates (planned vs. actual)

• +Info

Sellers Performance

• For each seller

• Activities

• +Info


Bottom view (8/8): Integration with Microsoft Project®

• TALAIA OpenPPM is not actually a scheduling tool

• PMs can use TALAIA only or...

• … they may still be using their preferred tool like Microsoft Project® (or other) and import planning or actual information to TALAIA


Tour through TALAIA OpenPPM



introduction to talaia openppm

Education

talaia openppm talaia

rd project

project programs

talaia openppm unit

version of openppm

projects information

single project details

actual information