Project Management System Evaluation Checklist

"An elegant solution to the wrong problem solvesover time).Provide facilities to manage resource
nothing."allocations. This includes plotting both estimated and
- Bryce's LawINTRODUCTIONCommercial Projectactual project assignments, as well as monitoring
Management systems (PM) have been available since"effectiveness rates."Be able to calculate critical paths
the early 1970's. As PC's proliferated in the workplace,of projects.
so did PM software, which also brought anREPORTING SUPPORT:The Project Management
ease-of-use element to project management. Asystem should...
multitude of PM products are now available on theProvide facilities to record and verify time on project
market, some expensive, and some very reasonablyassignments.Provide for the recording of "Estimate to
priced. However, to say all PM packages wereDo" (the amount of time remaining on a given
created equally would be a gross exaggeration. Eachassignment). Note: This is different than "Percent
has a specific niche they address in projectComplete." For background information, see:
management or target a specific industry.As Ihistorical time data to be used in history reports and to
described in my article, "Why Does Projectupdate estimating guidelines.Allow the recording of
Management Fail?", one of the main reasons for failure"out-of-pocket" project expenditures.Provide a
is because there is a lack of consideration for thescratchpad facility to record project notes as well as
magnitude and complexities of project managementformal reports (e.g. Project Proposals, Cost/Benefit
and, consequently, there is a natural inclination to attackAnalysis, Project Audits, etc.).Provide a standard facility
it in piece meal. As a result of the bulletin, I have beento generate a variety of project reports (a "report
asked as to what criteria I would use to evaluate awriter" facility is ideal).
PM package. Consequently, I have developed theCONTROL SUPPORT:The Project Management
following checklist for evaluating a PM package it itssystem should...
pristine form. I hope it will be of benefit toPost reported time to projects and to human
you.GENERAL REQUIREMENTS:The Projectresources reporting it. Also, post time to information
Management system should...resources to monitor activity. For example, the Order
Support any type of project - large or small; not justProcessing system had 2,342 hours reported when it
those limited to a specific part of the business (e.g, ITwas created in 1985; 335 hours in 2000; and 246 hours
pplications). As such, it should be flexible in applicationin 2004.Provide various summary reports to analyze
and accommodate anyprojects and human resources, both by project and by
and all methods of work effort (new development,department.Provide the ability to bill end-users for
maintenance, and modificationproject costs (Chargeback). This includes chargeback
improvements).Distinguish between Direct, Indirect, andto multiple users at varying rates.
Unavailable activities.Promote the "Mini-ProjectCOMPUTER-RELATED CONSIDERATIONS:The
Manager" concept.Provide an integrated approach toProject Management system should...
support all activities of project management, not justBe easy to install and test on the computer.Be
some; this includes Planning, Estimating, Scheduling,implemented as a cross-platform solution (operates
Reporting, and Control.Promote and enforce in-housethe same on different computers) thus providing
project management standards; e.g., use of standardmachine portability and independence from hardware
methodologies, labor rates, time reporting, detection ofmanufacturers. It should also be easily accessed by all
estimate/schedule overruns/underruns, etc.Provide apeople participating in project management activities
universally applicable calendar and allow for the(conceivably the whole company) as an integrated
specification of a standard reporting cycle.approach.Be easy to learn and use. It should be based
PLANNING SUPPORT:The Project Managementon industry design standards (e.g., GUI design
system should...standards, on-line Help, use of operating system
Support various Work Breakdown Structures (WBS)clipboard, etc.).Performs reliably and productively in
- not just a single methodology. This includesaccordance with specifications.Provide for
controllable levels of WBS (number of levels of detail).multi-languages and multi-cultures, such as adapting to
Also, provides a library facility for reusablelocal customs for expressing dates, time (am-pm vs.
methodologies that can be automatically loaded uponmilitary time), monetary values (Dollars, Pounds, Yen,
request. Ideally, the WBS can be tied to specificetc.), and accommodating foreign languages (including
information resources (such as systems, programs,the Asian Double Byte Character Set - DBCS).Provide
files, etc.) thereby enabling the ability to record andstandard utilities for:
monitor time for a specific informationMonitoring and Administering the system.
resource.Support internal project dependencies (workSecurity - to both administer the system, and login to
step-to-work step) and external dependenciesinput data.
(project-to-project).Allow for multiple projects, multipleImport/Export data in various formats (Ideally an open
human resources (both internal employees andinterface should be provided).
external contractors), and multiple assignments for aFile Management - to purge obsolete data, and
single human resource. (A "many-to-many" relationshipbackup files.Be provided by a vendor with a reliable
between projects and human resources).Provide areputation for training, service and warranty.
Skills Inventory to track skills and proficiencies.Be ableI have described a pretty encompassing system with
to manage project priorities and backlogs of userrobust features. As such, a Cost/Benefit Analysis
service requests (business objectives). A "priorityshould be prepared to compare price versus the
modeling" tool is highly desirable to study the impact ofsystem's value to the company.This evaluation
change.checklist should be used as a template and modified
ESTIMATING SUPPORT:The Project Managementaccordingly to suit in-house requirements. Good luck.For
system should...additional information on "PRIDE" Project Management,
Provide for both Detail estimates (for a specific phasesee:
of a project) and Order-of-Magnitude (for the entireBryce is the Managing Director of M. Bryce &
project).Allow multiple versions of estimates (after all,Associates (MBA) of Palm Harbor, Florida, a
estimates will inevitably need to be revised).Provide amanagement consulting firm specializing in Information
means to maintain estimating guidelines and generateResource Management (IRM). Mr. Bryce has over 30
tentative estimates accordingly.years of experience in the field. He is available for
SCHEDULING SUPPORT:The Project Managementtraining and consulting on an international basis. His
system should...corporate web page is at:
Provide for automated calculations usingcan be contacted at: Copyright © 2006 MBA. All
"Effectiveness Rate."Allow multiple versions ofrights reserved.
schedules (project schedules, like estimates, will change