The Changepoint PPM tool

Project Assignment

For this week we will log into the Changepoint PPM tool (formally called Daptiv), familiarize ourselves with navigating within the tool, and begin building out a project. We will take the fictious (or real) project that you identified during our prior discussion (where you developed a first draft WBS). Continue to build upon that project for this assignment and subsequent project assignments. Be sure that your project is thorough and includes project team members (expand the project further if you need so that way you gain all the benefit of understanding these concepts).

  1. Watch the video in the Weeks folder on how to navigate the Changepoint PPM tool.
  2. Log into Daptiv: https://login.daptiv.com/
  3. Create a workspace (project) for your project.
  4. Add team members to your project
  5. Add your project tasks into the tool
  6. Add durations for how long each work package will take (ignore the start/finish dates for now) and assign all work packages to team members (note you do not need to assign deliverables to team members)
    1. Watch the video within the Weeks folder on how to add in durations.
    2. Steps for adding duration and team members:
  7. Add in Predecessors to the project; this will help show the sequence of how work packages relate to each other (for example, task B comes after and cannot be started until I finish task A; thus, task A is task B’s predecessor).
    1. Set beginning date of the first non-summary task to current date
    2. Add in predecessors to non-summary tasks (work packages) to begin sequencing your tasks i. Steps for adding in predecessors:
    3. Set at least two tasks to be in parallel
      1. Note this is done by having at least two tasks with the same predecessor

Implementation) iii. Populate a project scope statement within the description field (at least two sentences) iv. Put the planned start to today’s date and populate the planned finish based on how long you estimated your project might take.

v. Populate your estimated budget. vi. Set the phase to Initiation

vii.Click ‘Custom Fields’ tab on the top

x. Click Finish. Your project will now be created and visible.

v.Disregard the planned start and finish

vi.If this is a deliverable choose that field as applicable in the bottom right (note I forgot to mention this in the video – if you don’t select it you won’t be penalized).

vii.Click Save

viii.Continue following that process to add in your 5+ deliverables ix. To add in work packages, click the ‘+Add’

x.Enter the title of the work package and click save.

xi.Next, drag the work package by clicking and holding down on the # column, so it falls under neat the correct deliverable.

xii.Next, click the indent button on the top to indent the work package under the task xiii. Continue the process to add in at least 2-3 work packages per deliverable.

i.Click on the work package that you want to update

iii.Change the duration field to the proper duration of the task. Note if your task is less than a day, leave duration as 1, but populate in hours the time the task will take in the planned work field. Daptiv will use planned work if populated; if not it uses Duration to determine overall project length and resource needs.

iv.Next click under Assignees and choose ‘Add Assignee’ – this assigns the task to a team member to complete.

  1. Add in at least four (4) Project Risks and mitigation information.
  2. Go back to your tasks, add another deliverable to your project called “Risk Planning” and include two work packages: “Schedule Risk Planning Session” (1 hr) and “Complete Risk Planning
  3. Add in Budget and Expenses to your project.
  4. Create Milestones
    1. Create a minimum of two milestones within your project.
    2. Steps:
  5. Modify the lengths of a couple of tasks
    1. Do this by changing the duration of at least two of your tasks.
  6. Flag the first two tasks as Done
    1. Do this by either:
  7. Flag the third task as 50% complete
    1. Do this by either:
  8. Next, we’ll complete a project status update – which typically is performed weekly by Project
    1. Steps for creating the status report:

a. Steps for adding a risk

d. Click Save and add in an additional three risks (for a total of four)

b. Notice when looking at the data the system automatically populates a risk magnitude score (likelihood x consequence) and an exposure score (likelihood x $ impact)

Session” (2 hrs)

a. Steps for adding in expenses

b. Note we won’t add in the ‘actual expense’ information until the expenses occur in the future

(or)

Managers

8.Risk – how concerned are we in relation to the identified risks?

As a project goes through the execution phase, project control is critical to ensure that a project stays within the constraints of time, cost, and scope. A project manager will use different monitoring techniques to help keep the project within these constraints. If a project incurs changes, becomes delayed, or costs become higher, a project manager will execute change control to document and determine how to handle the change.

Once a project is completed, the project team should complete a final project report, which is the administrative record of the completed project, which identifies all its functional and technical components as well as other important project history. It includes all the strengths and weaknesses of the project as it progressed and offers a final assessment of what went right (or wrong) throughout the life of the project. It is essentially a “lessons learned” document of the project.

  1. Log back into the Changepoint PPM (Daptiv) tool.
  2. Go to Issues on the left Menu, and create two issues
    1. In the Issues screen click ‘Add’
    2. Assign a topic (short summary – 4-5 words of the issue)
    3. Add a description (more lengthy information about the issue)
    4. Set the issue as 20% complete
    5. Feel free to adjust the start date and deadline if you wish.
    6. Add an assignee to the issue by browsing the member directory and choosing yourself.
  3. If not already existing, add a deliverable related to Project Close in your project with a work packages titled “Perform Lessons Learned Workshop” and “Complete Project Close Report.”
  4. Flag all tasks as complete
    1. Complete this by either selecting each task and setting the status as Done, or you may use your shift key and select all tasks (first task -> hold shift key -> last task). Then right click on Status and choose ‘Mark as Complete’
  5. Close all risks
    1. Complete this by going to your Risk list, and updating the status for each to ‘Risk Resolved’
  6. Add in at least four (4) lessons learned
    1. You will be creative with this assignment and make up some lessons learned that you believe you may have learned from completing the project.
    2. Steps:
      1. Go to ‘Lessons Learned’ on the left menu
      2. Click ‘Add’ on the top
      3. Complete the fields: Lesson Type, Topic, Lesson, and Impact.
      4. Repeat to add in at least three different lessons learned.
  7. Update project status to complete
  1. Using the ‘Status’ button in the top right.
  2. Update the ‘State” field to ‘Completed’
  3. Update the ‘Phase’ field to ‘Close Out’
  4. Within the Update Notes add in 2-3 sentences on what you learned this week. Also add in 1-2 sentences about your experience with Daptiv.

8. Runs/save a project report and submit to the instructor for grading

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