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Extended Project Toolkit

The Extended Project Toolkit adds tools for managing risk, measuring project success and enhanced financial management features.

 

Project Management Tools

The extended toolkit adds the following tools:

  • The Project Scoring Worksheet provides a structured method for determining the value of the project relative to other projects in the portfolio.
  • The Expense Allocation Worksheet allows a more detailed timeline of project expenses to be captured, on a weekly calendar.
  • The Financial Summary Worksheet provides an overview of the project financials summarized by month, quarter and calendar year.
  • The Risk Management Plan is a tool to capture risk factors that apply to the project.  These risk factors ranked based on probability and impact.  High scoring risk items are assigned to a team member to be managed.
  • The Project Plan (MS Project) is a Microsoft Project file that contains predefined group headings for each phase of the project with the standard process based tasks in each phase, as described by the Task Plans worksheet. The Critical Chain add-on for Microsoft ProjectTM is available as part of the Extended Toolkit.
  • The Stakeholder Analysis worksheet helps the project manager to keep the stakeholders of the project informed on project status at the appropriate level.
  • The Metrics Dashboard automatically records the values of key metrics as each gate is passed.
  • The Project Cost By Phase shows a graphical comparison of planned vs. actual cost by phase.
  • The Slip Chart captures a history of changes to the project schedule over the life cycle of the project.





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