Use a template for your work breakdown structure

Before starting on your WBS, check if your organization has a template for the WBS for similar types of projects. If no templates are available, get samples of WBS from previous projects in the organization to base yours on. While you do that, make it a template for your future projects.

Even better would be a project management system with a built in work breakdown structure building system.

Tagged with: system • template • WBS • work breakdown structure

Filed under: Documentation • Planning • Scope

If you have control of the system at the start of a project, make sure the project (or even at the program level, project office level, or company level) uses a document and accounting system that can record and output everything.

This would include costs, labour, forecasts, statistics, billing, budget, expenses, changes etc.

It should be able to output things like:

• Weekly reports.
• Monthly cost summary
• Invoices
• Labour costs for a period
• Expense breakdowns
• Cost to date
• Variance
• Total cost at completion

This should all be available from one package or a number of modules that are automatically linked together. You do not want to have multiple spreadsheets that people record things in that are not linked. The result should be a significant reduction in paperwork.

Certain inputs could only be allowed by certain people (by log in), such as:

• Accounts (accountant)
• Billing
• Labour (site manager)
• Design hours (design manager)

Individual hours by each person could be input (linked) from time sheets. All staff/employees should have adequate training so that the system is used properly

To start with, I recommend looking at the list of project management software at Wikipedia.

Tagged with: accounting • budget • changes • expenses • forecast • labour • statistics • system

Filed under: Cost • Documentation • Planning

Forms and templates should be easy to find on your company intranet.

An external auditor should be able to visit your company and use a computer to find all the forms, templates, etc easily and without instruction.

Search functions should be able to find forms by their code number directly or by their name.

This is a role for business management or the project office, but it affects project managers significantly.

A good, easy to use system saves a lot of time and money.

Tagged with: forms • project office • system • templates

Filed under: Documentation