A description of how the lifecycles built within U PlanIT align with the project

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Dec 8, 2013 (3 years and 8 months ago)

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A description of how the lifecycles built within U PlanIT align with the project
management methodology as defined by the IT PPO.

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© 2009 IT Project & Portfolio Office I The University of Utah


U PlanIT assists all project contributors in adhering to
the project management methodology. U PlanIT
does not manage projects for you but captures
project information in a manner that Project
Managers can analyze and make decisions from. U
PlanIT correlates the methodology into the tool
through the use of lifecycles.



This module demonstrates how each phase within
the methodology directly relates with each lifecycle
within U PlanIT.

Project
Initiation

Project
Planning

Project
Execution

Project
Closure

Lifecycles

A lifecycle is an automated process that defines all actions that are required in a workflow. U
PlanIT is configured with Lifecycle functionality to permit the University of Utah to implement
business practices and processes that help make sure work that is to be completed is done.

A lifecycle's primary purpose is to:


Collect the right information from the right person at the right time,


Notify the appropriate user when an action is needed,


Provide review and approval mechanisms for all lifecycle actions, and


Ensure that status changes cannot be made unless prerequisite actions are completed.


Lifecycles are accessed within U PlanIT by clicking on your notifications
from your main dashboards. To view the notifications screen click on the
button at the top of this screen.


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The project management methodology follows the sections of the manual,
Project
Management Methods
. The methodology is broken into phases, activities, and tasks. To
identify a task you would simply look to the phase, activity and task. For example, Review and
Activate the Project task is labeled I.A.1

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Several p
hases

are

associated with a sequence of lifecycles. On the graphic, everything above
the red line reflects the Project Management Methodology process and everything below the
red line reflects the associated Lifecycles. This module
will explain which Lifecycles are
associated with the corresponding tasks, activities, and phases.

PM
Methodology

Lifecycles

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PROJECT INITIATION

According to the methodology, within the Project
Initiation phase a project manager is to:

A.
Analyze Project Information

B.
Identify the Planning Structure


The lifecycles that support this are:

1.
Status Project (I.A.1)


Review project information


Activating the project (formally set the
status to Open/Active)

2.
Set Initial Schedule (I.B.2)


Set the planning schedule by requesting
resources to be a part of the planning team

3.
Baseline Initial Schedule


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PROJECT PLANNING

According to the methodology, within the Project Planning phase a
project manager is to:

C. Develop the Project Scope

D. Allocate the Preliminary Resources

E. Submit the Plan as Complete


The lifecycles that support this are:

1.
Constraint Matrix (II.C.4)


Define whether Scope, Schedule, or Resources are
Most, Least, or Moderately constrained

2.
Check In Definition Document (II.C.4)


Use U
PlanIT’s

CMS to save documentation

3.
Set Schedule (Planning) (II.C.5, II.D.6, II.D.7)


This WBS reflects the actual work to be done in the
Execution Phase as determined by the planning team.

4.
Baseline Schedule (II.E.8, II.E.9)


Validate project plan with Sponsor, then set baseline


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PROJECT EXECUTION

According to the methodology, within the Project
Initiation phase a project manager is to:

F. Manage the Project


This phase has no corresponding lifecycle since you
will only be updating the Definition Document, WBS
and changing Allocations as needed throughout the
project.

Again, U PlanIT doesn’t replace the value of a good
Project Manager. The tool cannot manage a project
for you.

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PROJECT CLOSURE

According to the methodology, within the Project Closure
phase a project manager is to:

G. Close
-
out the Project


The lifecycles that support this are:

1.
Check In Close
-
Out Report (IV.G.12)


Submit the Close
-
out Report within U
PlanIT’s

Content Management System (CMS)


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