Project Management System Planning & Discussion

Introduction

• Cover purpose of the discussion

What does project management mean to YOU?

• Individuals managing a few simple projects
  
• Small teams & businesses managing
  
• Larger corporations
• Definitions and terminology
• Methodologies
• PMI (http://www.pmi.org)
• PRINCE2 (http://en.wikipedia.org/wiki/PRINCE2)
  
• Scrum (http://en.wikipedia.org/wiki/Scrum_(development) )
  
• Agile Project Management (http://en.wikipedia.org/wiki/Agile_Project_Management)
• Waterfall (http://en.wikipedia.org/wiki/Waterfall_model)
  
• Other related
  
• GTD (Getting Things Done) (http://en.wikipedia.org/wiki/Getting_Things_Done)
  
• Types of projects
• Software
• Websites
• Design
• Misc.
  
• Terminology
  
• Message vs. Post
  
• To-do vs. Task vs. Issue vs Ticket
  
• Taxonomies/Categories: types, statuses, priorities, components
  
  
  
• Business process, Workflow, Lifecycle
  
  
1. Lead
2. Prospect / RFP
   
3. Initial Planning
   
• Features
• Schedule
4. Proposal
• Price
• Deadlines
• Outline
• Contract/terms
5. Invoice
   
6. Collect Information / Assets from client
   
7. Project Plan 
• define actors,
  
• use cases,
  
• features,
  
• patterns
• Design considerations
• Time 
  
• Budgeted
• Assigned
• Admin scenarios
• Timelines
• Due diligence
• Prototype Config
• Quality Assurance
  
8. Development Plan
• Challenges
• To-Do's
• Prototype = "FAST"
• Production schedule
• Product Spec
  
9. Product Configuration 
• Roles
• Content types
• Views
• Menus
• Taxonomy
• Contrib Modules (panels, og, etc)
10. Development  / Custom Code
    
11. Theming / Skinning / Design
    
12. Internal Review / QA round 1
    
13. Generate Tickets
14. Fix Tickets
    
15. QA round 2
    
16. Client Review
    
17. Training / Documentation
    
18. Client Approval
19. Launching
20. setup monitoring, backups, etc.
21. Giving Back to Drupal Community
    
22. Lead

Existing popular PM tools (commercial and open source)

• Desktop
• Commercial
• Microsoft Project (http://office.microsoft.com/en-us/project)
  
• OmniPlan (http://www.omnigroup.com/applications/omniplan)
• FastTrack Schedule (http://www.aecsoftware.com/products/fasttrack)
• Ace Project (http://www.aceproject.com)
• JIRA (http://www.atlassian.com/software/jira)
  
• Project Insight (http://www.projectinsight.net)
  
• Open Source
• Gantt Project (http://ganttproject.biz)
• Task Juggler (http://www.taskjuggler.org)
• Open Workbench (http://www.openworkbench.org)
• Planner (http://live.gnome.org/Planner)
• OpenProj (http://openproj.org/openproj)
  
• Online/Web Based
• Commercial
  
• Basecamp (http://basecamphq.com)
• Fogbugz (http://www.fogcreek.com/FogBUGZ)
  
• @Task (http://www.attask.com)
  
• Active Collab (http://www.activecollab.com)
• Wrike (http://www.wrike.com)
  
• Side Job Track (http://www.sidejobtrack.com)
• QuickBase (http://quickbase.intuit.com/solutions/project-management)
  
• Open Source
  
• Redmine (http://www.redmine.org)
• Trac: (http://trac.edgewall.org)
  
• dotProject (http://www.dotproject.net)
  
• Project Pier (http://projectpier.org)
• eGroupware (http://www.egroupware.org)
  

Previous/existing Drupal efforts

• Project
• http://drupal.org/project/project (Drupal 5)
• Case Tracker
  
• http://drupal.org/project/casetracker (Drupal 5)
• Storm
  
• http://drupal.org/project/storm (Drupal 6)
• (screenshots: http://www.speedtech.it/gallery/storm)
• ToDoList
  
• http://drupal.org/project/todolist (Drupal 5)
• Tasks Advanced
  
• http://drupal.org/project/tasks_advanced (Drupal 5)

Common Features, Requirements, Actors & Use cases

• Features / Requirements
• Must Have
• Companies
• Contacts
• User management
• Access controls or permissions
• Dashboard
• Projects
• Messages or Posts & Comments
  
• Milestones or Schedule
• Calendar view
  
• Todos, Tasks, Tickets
• Files:  uploads (Project Assets, proposals, comps, etc)
• Categories/Taxonomy
  
• Email notifications
• Search
  
• Nice to Have
• Time Tracking
• User profiles
• Wiki, Notebook
• Simple Markup (markdown, etc.)
  
• Chat
  
• Reply by email
• RSS Feeds
• iCal support
• Revisions
• Integration with code versioning repository (cvs, svn, git, etc.)
• Charting & Graphing
  
• Gantt Charts
• Activity/News feed
• Import/Export
  
• Integration with other systems/platforms
• CRM
• Accounting (Quickbooks)
  

Drupal Configuration: Content types, fields, categories/taxonomies, view, etc.

• Content Types & Fields
• Company
• title
• address
• phone
• primary contact
• website
  
• Contact/Profile
• firstname
• lastname
• picture (image)
  
• company
  
• email
  
• website
  
• birthdate
  
• user
  
• jabber
  
• skype
  
• yahoo
  
• twitter
  
• Project
• company
  
• project_lead
  
• file
  
• image
  
• Prospect
• people
  
• companies
• file
  
• image
  
• Use Case (nice to have)
  
• Feature (nice to have)
• Message
• Milestone
• Ticket
• project
  
• assignee
  
• milestone
  
• ticket
  
• message
• hours/time spent
  
• file
  
• image
  
• File
• Wiki Page
• Categories/Taxonomy
• Project Status (Project)
• Status (Message, Milestone, Ticket)
• Priority (Feature, Message, Milestone, Project, Prospect, Ticket)
• Component (Ticket)
• Resolution (Ticket)
• Category (Feature)
• Contact Type (Contact)
• Prospect Status (Prospect)
• Tags (Use Case, Feature, File)coo
  
• Views
• Companies
• Contacts
• Prospects
  
• Projects
• Messages
• Milestones
• Calendar
  
• Tickets
• Files
• Panels
• Specific panels created for dashboards and other layouts where views isn't enough.
  
• Menus
• Pretty much the same as the above main level views
  
• Blocks
• TBD/Misc
  

Drupal modules

• Standard
• Content (CCK)
• Views
• Panels (for dashboards and other layouts)
• Pathauto
  
• Imagecache
• Rules (workflow successor)
  
• Additional
• Activity log
  
• CCK Widgets/Related
  
• Comment CCK
  
• Computed Field
  
• Content Multigroup
  
• Content Permissions
  
• Email
  
• Fieldgroup
  
• FileField
  
• ImageField
  
• Link
  
• Node Reference
  
• User Reference
  
• Content Profile
  
• Content Profile User Registration
  
• Comment
  
• Contact
  
• Calendar
  
• Date
  
• Markdown filter
  
• Messaging
  
• Notifications
  
• Organic groups
  
• Automatic Nodetitles
  
• Comment upload
  
• Node convert
  
• Pathauto
  
• Taxonomy Defaults
  
• Taxonomy Other
  
• Todolist
  
• Rules
  
• Services
  
• User Relationships
  
• Administration Popups
  
• Popups API
  
• Popups: Add & Reference
• Views Bulk Operations
  

Difficult areas/challenges

• Tieing it all together
• User Interface & Theming (making it look good and usable)
  
• Keeping it simple
  

Next steps (work together to implement? Create Patterns?)

Other thoughts & future ideas