Management basics you really need to know

Management Basics

Project management is just another form of management. Sometimes we spend too much time learning the more complex terms and techniques. So as a result it can be easy to forget about the basics. In this post we will revise a few of the key management basics. We have identified these key aims for you as its important for you to be aware of these topics.

management basics

Management basics 1 – Setting Targets

Setting yourself clear targets is one of 3 key management basics to keep a focus on what’s important. By setting targets you’re putting yourself in a motivational state of mind to ensure a solid outcome. When setting targets don’t hesitate to use the KISS principle. After all, simple targets are easier for you to keep up with as they focus on what’s really important in clear stages.

It can be very hard to manage without targets. This means that you’re throwing important tasks around like their outcome doesn’t mean anything. This is something you will want to stay clear of as it can take you out of that motivational state of mind. Your team, like everyone, loses their sense of direction when targets haven’t been set to a clear understanding.

Management basics 2 – Managing Time

Without proper time management, getting lost can be very easy but also hard to be aware of. When planning your project, start with the more broad objectives.  You should try to avoid getting into too much detail too soon. The reason for this is so that later on you can put more time into thinking about the details as they occur. Typically, work is organised by dates and deadlines. So starting with a detailed plan doesn’t make too much sense. Perhaps using a detailed list for upcoming tasks that need to be completed is a better option. Therefore managing your time wisely increases the reality of your targets.

Management basics 3 – Recognising Achievements

Achievement recognition is one of the most powerful tools for managers. As users complete tasks they drop off the to do list. Keeping the list focussed on remaining tasks can be a bit demotivational. So you could include a list of completed tasks and hit milestones in your reports. Why not also go a step further when a task is completed and say thanks? You can set up notifications to do this automatically.

When your team complete your tasks in PROJECT in a box they drop from their to do list.

It is no surprise that aspects of planning are important so look at how PROJECT in a box can help you do task management that bit better.


Personalized reporting – made to measure

Most software systems churn out the same old reports with little to inspire you or the viewer.  So to most the idea of getting reports which match your current ones is just a pipe dream.  Well in that case we have great news for you.  With PROJECT in a box you get sixty inspiring and innovative standard reports but we don’t stop there. Because you can have personalized reporting too.

Personalized reporting made easy

You can make these changes yourself if you wish.  We are not like many of the other vendors who sell you an empty system then make most of their money from consultancy. With PROJECT in a box you get your 60+ reports and can edit them yourself or add totally new ones.  This means you can use some of our existing really popular reports like Project Statement or Weekly Review. And no need to start again simply edit the part you want to change using the report specification form.  So want to swap overdue tasks for overspending High value tasks then that is easy.  Likewise switching the Gantt view for a Milestone timeline takes just a few seconds.  If you are collecting customized data like Health and Safety for instance you can have those new key stats appearing or a coloured status show up.

personalized reporting;trend analysis; project trends;history; portfolio trends;pm capabilities

When using Word output report formats you can also easily change your logos, fonts and design elements to match corporate requirements.  And of course you can do this yourself if you want so it won’t cost you an arm and a leg.

Help with your personalized reporting

Some customers don’t want to take on making these changes and of course we are always happy to help.  So you can just send us your report design mocked up in word and we can do the set up for you.  We do that from our offices and on an hourly rate to keep the costs for personalized reporting down.

If you want to find out more about reporting using PROJECT in a box have a look at these great You Tube videos:

Reporting overview (4m)

Reporting Explored (37m)

and since those videos were made you can now also add trend analysis to your reports, see here: Trend Analysis (7m)

Planning basics mastered

Planning is not only a project management essential but a major life skill.  So it is such a great pity that many people cannot plan well.  We have helped by provided Planner as a free project planning tool.  Users though are still regularly asking us questions about the very basics of planning.  So as a counterpoint to our Planner Masterclass sessions we are now launching Planner 101.  This series of video tutorials will cover the planning basics in six simple steps.

Planning Basics – its all about tasks

In the first video we explain about tasks.  We cover why these are so important and the three different types that can be used.  Of course we also show you how to set these up in the tool.  There is no point building a wall without strong footings.  Likewise, don’t bother planning without a good understanding of tasks .  So when it comes to Planning basics this is where to start.

But just because you master tasks you are not a master planner, that is just the start.

Planning basics – dependencies maketh the plan

If tasks are the essential building blocks of the plan then it is dependencies which bring it to life.  Which dependencies you use and between which tasks control the flow and logic of the plan.  It is these links that make it a plan and where lots of planning novices go wrong.

We show you how you should use dependencies and how to set them up.  We talk about single and multiple dependencies as well as running dependencies from summary groups.

The third planning basics topic we cover is resourcing.  We show you how to identify which people will work on delivering each task and for what proportion of their time.  This is done by assigning resources to the required tasks.  Again of course we show how this is done in practice and cover hints and tips.

Get started addressing your planning basics

If you want you can view these video tutorials independently.  However you will get far greater benefit by using them with the free Planner tool.  Planner is totally free forever and is licensed so that anyone in any organisation can use it.  Simply sign up to download Planner from here.

Use the links to view the full playlists for Planner 101 or the Planner Masterclasses.

planning basics

Cost control – Planner delivers again

In the last blog post we covered the importance of budgeting your project. So now your project has a reasonable budget agreed.  Your next step will be delivering the project within budget.  So you need to get to grips with cost control.  Luckily Planner comes to the rescue again.

Cost control – Time sheets

So now your project is up and running.  People will be working on their allocated tasks. They can record the time they spend on each task as they go.  In Planner there will have been a budget allocated hours figure for each person.  They simply record their actual hours for that task as a total.  So perhaps on the first day 2 hours.  Then next day a further 4 hours so the total is 6.  This progresses as they (and possibly others) work on the task each recording their ‘Actual hours’.

cost control

The resources can do this in each task form or can use a timesheet form to quickly update multiple tasks if needed.  Planner, in the same way it did with Budgets earlier, rolls up these actual resources at the task, summaries and whole project levels automatically.  You can do exactly the same with your fixed costs recording the actual fixed costs against tasks.  Again this is all rolled up and combined with resource costs to give total Actual cost for the project.

Cost control – progress costs

Of course all of this work people are doing on tasks hopefully has results and the % complete of the tasks will be changing also.  Planner also calculates a progress cost for each task as its percentage complete is changed.  The progress cost is the proportion of the budget cost for that percentage complete.  i.e. if a cast has a Budget cost of £2,000 and is 75% complete it’s progress cost would be £1,500.  You can think of progress cost as what you should have spent for that amount of completeness.

Again Planner rolls up these progress costs for summaries and project level and they can be used to see how different parts of the project are progressing.

Cost control tools

So you can download planner now and it will help you get right on top of your project cost control.

Simply sign up to download it today.

If you want to see this cost control in action watch our You Tube video here.  This is one of our series of Planner Masterclasses.


Project finances with Planner

Project finances can be hard, we all know that. And not everyone has the support team to help them with it.  So luckily help is at hand in the shape of Planner and its project accounting capabilities.

Project Finances – budget setting

It is an essential skill in project management to get a project budget to match the project deliverables.  So if you have the luxury of being able to determine the budget for your project it is best to do it right.  You will want to be sure that you have included all the costs you will incur during the delivery of the project.  The best way to do this is a bottom up estimate of costs.  Your plan is of course the perfect starting point for that.

A well planned project should have tasks and milestones for all the activities and events expected.  Going through these in Planner you can identify the resources required to deliver each.  Sometimes you might list generic resources like Engineer and sometimes specific people i.e. S Jones.  As you assign these to the tasks and set the allocation level (as a percentage) Planner works out the number of hours that equates to.  You may then choose to set an hourly rate for these resources or leave them at zero rate.  Planner rolls up these assignment costs at task level and also through the summaries to a project total for you.

project finances

In the same way you can also set Fixed cost elements for tasks and summaries.  Your fixed costs are also rolled up for you through summaries to a project level.  Finally the system calculates a total Budget cost combining fixed and resource cost elements.  You can use this raw figure or apply your own contingency and allowances to it to determine your project cost.

Project Finances – budget checking

Perhaps others usually set your project budget.  In that case you will find it very helpful to repeat this exercise of bottom up costing to see how realistic the budget is.  You will need to make it clear early on if you have insufficient budget to get the job done.  If you have this laid out so clearly it will make your job so much easier. Helping you to either shave the scope or increase the budget to a realistic level.

Project Finances – let Planner carry the load.

Planner will do all of this for you and it is totally free.  So register today and download it and you could be taking control of your project finances quicker than you thought possible.

You can register and download Planner for free here.

And to see all this project finances in work check out our video here on you tube.  This is session 8 in our Planner Masterclasses series.

In the next blog session we carry on this theme to look at using planner for cost control.

Weekly review report

For most organisations project reporting is hard.  Their reports lack consistency and detail and are also chock full of errors.  But if you try to do your reporting by hand that is what happens.  Oh and it also takes up a lot of time.  Lucky for you then that PROJECT in a box with its library of over 60 types of reports is available to save the day.  In a previous blog post we looked at the Project Statement.  That is great for a quick overview or when comparing quite a few projects.  For contrast, in this post we are looking at the new Weekly Review report.

The Weekly Review report – dive that bit deeper

So the Weekly review Report is more the sort of report you would use for a deep dive.  Say you wanted to sit down with the project sponsor or had a problem project which needed closer inspection.

weekly review report

A major focus of this report is one week forward and one week back.  This includes comparing data this week with last week and also some longer term backward trends.  We focus on what happened last week and is planned for the next week with tasks and resources.  This is very similar to the PRINCE2 highlight report but at a weekly basis instead.  An important focus with Tasks, Risks, Issues and Changes is looking at things in train and completion.  Making sure things are properly completed and loose ends are not hanging is essential for a successful project.

These are all data driven strongly analytical elements the report.  The weekly review report also includes selected images from the project library and the custom spreadsheet data sources as this helps to give a flavour of the actual work of the project.

Want to use these reports on your project right now?

You could be using Weekly Review report and Project Statement report on your projects today.  If you are an existing customer and running v5.2 just apply your reporting patches.  If you are not a customer yet just contact us and we can provide evaluation access or provision a site for you to use operationally.

You can view the Weekly Review report here on YouTube.

P3M3 maturity – achieving those higher levels

In earlier blog posts we have looked at what the P3M3 framework is and how to use it.  We then also looked at how your organisation can quickly leap up those scores to a three by using PIAB.  So now in this third video of the series we explore how you can scale the heights of P3M3 Maturity.

p3m3 maturity

P3M3 maturity does not occur overnight

Firstly a warning, you you cannot expect to break into the higher levels of maturity overnight. Yes you can get to level 3 pretty quickly.  And we gave some good practical advice on this in the earlier post and video.  However you will have to let those achievements bed in and become the norm before you can press on further.  Think of Level 3 as your P3M3 base camp. The earlier steps were about standardizing your process and systems.  So you will need a period of experience operating like that to understand it.  Then you can move on to more managed and optimized levels.

Having reviews in your processes and collecting and then using lessons learned will help you to identify and absorb improvements.  PIAB provides your review documentation and lessons learned library.  These really help you implement these important steps.  Also customers will often feed important lessons back into new projects as possible risks.  In fact we have done a generic version of this for you for free.  See learning from lessons on YouTube here.

Building your p3m3 maturity with higher functions

Optimizing process alone will not elevate you into higher maturity levels.  You will also need to manage resources and this is usually easier now your teems are consistently collecting this information.  You should also be finding more time for Stakeholder management and measuring this so it can be better managed.

Our comprehensive YouTube video takes you through all these areas and should be essential view for anyone serious about scaling the heights. You also shouldn’t forget to check out our P3M3 page here.


On-line projects with YourPMO

Being a lone Project Manager can be very difficult.  You have so much to do and no one to support you.  You want to do a good job and use the best tools but could never quite find the right thing.  We hear all the time that most on-line tools are just glorified diary’s managing tasks and not really supporting project management.  That left you lone PMs with a problem for managing your on-line projects.  So that is why three years ago we launched YourPMO.  Enabling you as a lone PM to use the same tools corporate PMs use.

on-line projects; yourpmo; your pmo

On-line projects with YourPMO 2019

When you use YourPMO for your on-line projects the capabilities are impressive:

  • Methodology and process structures to keep your practices authentic
  • Document management with version control to store all your project materials
  • Built in planning tools and also ability to use MS Project
  • Resource demand analysis provided for you
  • Risk, Issue and change management tools provided
  • Benefits and several options for managing project finances
  • Powerful reporting at project and also portfolio levels
  • Trend analysis tracking as your project develops

So as you can see managing your on-line projects like this is very professional.  But it is also easy to access.  You have the choice of a browser interface or a windows app and can switch between them on different devices.  So you have the flexibility to choose what works best for you at that time.

Truely on-line projects

You can do even more just from your phone or tablet with the new 2019 YourPMO.  Point and click navigation makes it easy to get around.  And you can even edit your Planner content or project piabx templates directly in your browser.

And what is more YourPMO won’t cost you the earth, just £12 a month or £99 per year.  You can find out more about YourPMO including buying options here on it’s own website.

Of course if you have more questions just  let us know.

Collaboration explored

The last five years has seen a huge growth in the number of on-line collaboration tools.  These are often light in nature and little more than shared todo lists.  New customers have often reflected that whilst those things were easy to adopt.  Their users initially found them helpful.  However as organisations got beyond the lowest rungs of maturity they quickly fell into disuse as they didn’t really cover what was needed.  We have unfortunately heard this far to often.  So in this post we look at how PIAB can help you with collaboration and then also move beyond that.

Collaboration aspects

There is such a variation in what this means to customers, we will look at the common areas addressed by these simple tools:

  1. Shared understanding
  2. Open discussion
  3. Task focus
  4. Problem solving

Point and click navigation makes it very easy to find the info you need in the process structure.  That you can also preview most files direct in the browser is great.  So finding and reading things quickly and simply aids shared understanding.  Discussion threads allow users to have open and free form chats around project topics.  Users can even get email notifications if their popular threads are added to. All this file and thread content is indexed so you can search out topics you need.

With a single click users can access the tasks, risks and issues associated with them.  This makes it easy for users to focus on the things most relevant to themselves.

These are all the sort of things that simple collaboration platforms use to support team working.

You can see this exploration of collaboration video here at our YouTube channel, or on our site here.

Maturing beyond just collaboration

Of course PROJECT in a box  goes much further than these simple team collaboration tools.  You can also take advantage of sophisticated planning and resourcing capabilities. Customers also find the reporting at project, programme and portfolio levels a huge benefit.  And those are just the start.


So if you are looking for a tool which is easy to adopt and will deliver great collaboration for your teams but will also support your maturing aspirations then PIAB is the thing for you.


PM capabilities extended

For those of you who are already PIAB users we have great news.  This month sees the launch of the new Version 5.2 for Live Edition and also Enterprise and Small Team editions.  As usual we have prepared some videos to take you through the great new PM capabilities.  If you don’t have too much time there is an intro video.  The intro video is slides and commentary only.

So if you want to know more the other videos take you through each area showing the new PM capabilities in action.

New PM Capabilities – Trend Analysis

This will be great news to many users as we know some of you have been looking forward to this.  PIAB now takes your changes in property data and automatically creates a history of them.  You can they use that history data to produce live trend analysis.  You can also use trend analysis in reports at project and portfolio levels.  There is a choice about the types of displays for reporting including timelines, status bars and value panes.

Other new PM capabilities in version 5.2

We have provided a new set of report templates so you can use trend analysis immediately.  These 61 report templates therefore allow you to run off the shelf or to personalize for your own needs.

trend analysis; project trends;history; portfolio trends;pm capabilities

We know many of you have been taking a deep interest in the new Practical Scrum method.  This is included in the release free for all active customers.

We have also provided other new capabilities in the security and integration areas.  These are always popular with corporate customers.

Adopting the new PM capabilities

This 5.2 version will be the launch platform for all new Enterprise or Small Team Edition customers and also Live Edition services.  Customers with current maintenance cover can upgrade as soon as they want.  Other customers will need to renew their maintenance contracts to upgrade to Version 5.2.

If you have any questions about this process or want a private walk through just let us know.