PD-Trak™ offers a full range of tools to help project teams to plan and manage projects from
idea to completion. The Project File may be configured as a comprehensive
collection of tools including Microsoft ProjectTM or a simple set of worksheets depending on the needs of your
organization and the type of project being managed. Different projects may use different stage / phase-gate process models with
different tools and document deliverable requirements, each optimized for the particular type of project.
PD-Trak allows companies to
configure a project template that is optimized for a given application.
The Project Home Page
All projects in PD-Trak will
have a home page with a common format designed to provide intuitive
navigation to project tools and information.
The standard layout of the project file home page is described below.
Note that blue links indicate that data has been added; gray links point
at tools that have not yet been used by the team. A detailed
description of the various tools is provided below.
This section captures high level
information about the project. All fields shown are standard except the
six fields in the bottom right corner. These fields can be customized
and are used to filter management reports based on the selections made
for each project (e.g., show data for all projects targeting the USA
This column contains links to project management-related tools.
Many of these tools are structured according to the phases and gates of
the stage / phase-gate process. These tools include:
- The Project Brief captures a summary of the project including the
project charter, phase durations / gate dates, summary of key financials
and a sign-off section used to indicate the completion of a gate review.
- The Budget and Schedule Worksheet captures the project timing and
project expense estimates for both non-capital and capital expenses.
Costs are broken down by phase and summed for the total project budget. The
resource demand data entered in this tool allows PD-Trak to 1) automatically calculate the cost of assigned resources
as part of the project budget and 2) to extract the resource demand data
which can be used for performing resource analysis.
- The Financial Justification Worksheet captures the expected sales and
profit or savings realized as a result of the project. This data
is used to calculate metrics that quantify the financial attractiveness
of the project e.g. net present value, internal rate of return, break
even time etc.
- The stage/phase-gate process is described by the Task
Plan worksheets which capture the objectives of each phase, the
tasks that must be performed, the deliverable documents that must be
completed, the responsibility for the tasks and deliverables, the due
date for completion, and the current status of the tasks and
deliverables. This provides a mechanism for teams to review
accomplishments and plan upcoming work. The task plans also define what
information will be available to support the gate review decision making
process that terminates each phase of the project. The
Templates include populated Task Plans that describe a best practice-
based process, or you can create your own process definition in the Task Plans.
- 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
is available as an optional module.
- The Resource Allocation
worksheet allows a more detailed resource profile to be captured by weekly time period.
Resource assignments can be made and resources can also be planned by person. If MS
ProjectTM is used to plan resources by task, these
resource requirements can be imported into this table.
- 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 Project Milestones Worksheet shows the completion of gate reviews
and can be used to capture and track other important milestones for the
- 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 Action Item Register is a central location for storing and tracking
action items with team member ownership and dates.
- The Decision Log is a
tool for capturing key decisions made during the lifecycle of the project.
- The Gate Archives tool allows the
entire Project File and it's related documents to be archived at
each gate review thereby providing a detailed record of the project
at the time of each gate in the process. The Gate Archives
Worksheet provides guidance on the archiving process.
- The Team Members Worksheet captures the names, roles and contact
information of the team members.
- The Project Scoring Worksheet provides a structured method for
determining the value of the project relative to other projects in the
- 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.
This column would be populated with any standard/primary
document templates that you intend your project teams to use to document
the project. Pre-defined
are available from PD-Trak Solutions, (optimized to a particular stage / phase-gate
process) which can be adjusted to meet the specific needs of your
company, or you can add your own document templates.
This column provides links to navigational
pages that are part of the Document
system within the project file.
This column would contain any additional, optional tools that
are to be made available to the project teams to use. The
Product Development Tools
includes a set of tools that would appear in this column.
You can add your own optional tools to this column.