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Barcode Labels Report

Here’s a quick “report” that prints barcode labels for a selected project and all its tasks. Comment on the video below, and let us know what you think!

We use the word report in quotes because its not really a report. Instead, it’s the barcode labels for any given project. That’s not really a report, right?

But you may find this useful if you’re tracking time in manufacturing or assembly. Start by scanning your employee name. Then scan the project name followed by the task. A timer will start to record your employee jobs.

Scan the word STOP to stop the timer. Now you have time logs with start and stop times. Lots of them! You’ll see scans come into the system in real-time. Now you can use them for all your wonderful reasons. Here are some to consider:

  1. Learn how much time each employee works
  2. Learn how long projects actually take to produce (rather than guessing)
  3. Get actual time for each task of a project
  4. Find out how long each product takes to manufacture and ship
  5. Compare manufacturing time to admin time (what percentage is each)

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Quick Questions: Sync Apps with Cloud

You can use your smartphone for tracking time and expenses. The information goes directly to your boss. Well sort of.  🙂

It goes up to the cloud or desktop, depending on how you sync your time and expenses.

Is that better?

The good thing is that your Android or iOS time tracking app syncs with something. It gets data from the phone to your on-premise database.  Just give it a URL to sync with, and any records you enter will automatically be sent.

That means you can track time anywhere. Even in the office. Think about that… you can pull out your phone and track project time, even in a meeting, or in front of your computer. You don’t to touch a keyboard if you don’t want to.

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Interview: Customize Client Invoices

Make invoices your own with Standard Time®. Put your company logo, company style in every invoice sent out to clients.

Scroll down to watch the video

Invoice templates in ST at simple RTF documents.  That means you can edit them any way you like.  Open them in your favorite word processor and go to work!  Add your logo, motto, corporate colors and style.  Add anything you like.  When you’re done, save it in the Invoices\Templates folder.  Now you use it in ST.

Place these tags in your document to serve as placeholders for data.

[INV_NUM] Invoice number
[INV_SUBTOTAL] Total, before taxes
[INV_TOTAL] Total, after taxes
[INV_TAX_RATE] Percentage of tax on goods and services
[INV_TAX] Total taxes
[INV_DATE] Date the invoice was produced
[INV_PO] Purchase order number
[INV_TERMS] NET30, or other payment terms
[INV_DUE] Due date
[INV_REP] Representative
[INV_PROJECT] The project this invoice was billed against
[INV_SUBSYSTEM] The subsystem this invoice was billed against
[INV_USER] The user the time and expenses belonged to
[INV_NOTE] Note to display on the invoice
[INV_STARTDATE] Starting date range for time and expenses
[INV_ENDDATE] Ending date for time and expense records
[INV_TASK_DETAIL] A pre-built block that describes all the time logs
[INV_EXPENSE_DETAIL] Pre-built block of expense records
[INV_TAXID] Federal tax id of the consulting firm
[INV_ADDRESS] Address of consulting firm
[INV_CLIENT] Client name and address, displayed anywhere you like
[INV_TASK_TOTAL_ACTUAL] Total hours for all time logs
[INV_TASK_TOTAL_CLIENT] Calculated time log cost to client
[INV_TASK_TOTAL_SALARY] Calculated cost to consulting firm
[INV_EXP_TOTAL_AMOUNT] Total expenses
[INV_EXP_TOTAL_DISTANCE] Total distance for all mileage records
[INV_TASK_] Prefix for any time log field
[INV_EXP_] Prefix for any expense field
[INV_EMBED_RTF:] Prefix for embedding a report into the invoice

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Should You Go Cloud?

That is the question…to cloud, or not to cloud?  I recently read an article by Sarah Fister Gale, found here: http://www.pmi.org/~/media/PDF/Publications/PMN0312%20cloud.ashx
It is interesting how many people go to the cloud without knowledge of security, back-up, redundancy, and so forth.  There is little doubt that the cloud has many positive attributes.  That is why cloud usage continues to experience robust growth.  However, too often people just assume the cloud is a magical solution with hardly any issues.  Well, that is normally the case…unless you happen to be my brother-in-law.  His company was utilizing a cloud hosted credit card processing service.  And things were great for nearly two years, until the cloud server went down and there was no back-up plan in place.  It took 3 days of hand wringing and lost sales to get back online.  In addition to immediate lost revenue, he lost long term customers.  The article above will certainly give you an idea on specific questions one should ask and a basic outline to help you make a solid choice for your cloud solutions.

ďż˝

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Project Portfolio Management

Project portfolios are helpful for grouping work and managing projects individually and as a whole. Many companies start out not utilizing project portfolios. Then, as the company grows projects become unmanageable and the need for project portfolio management becomes clearer. Portfolio management helps companies maintain efficiency and breaks project work load into manageable pieces. It is vital that whatever project management software you utilize, be sure it is scalable to include project portfolios. It is likely you will need it! There is way too much to cover in this short blog. However, a pretty good white paper can be found from Mosaic Project Services at the link below.

http://www.mosaicprojects.com.au/WhitePapers/wp1017_portfolios.pdf

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Trust Me, I’m a P.M.

An often overlooked step in the project management team is the project/client representative. The person responsible for being the messenger, intermediary between the project team and the client is a critical role. Larger companies pay professionals to strictly fill this role, while smaller companies often let the PM handle that role. This is fine in most cases, unless your PM is not good at customer relations. Customer relations’ professionals spend their entire day thinking of how to build trust, gain confidence, and maintain a relationship. Project managers spend their day doing this on some level within their project team, but it is not their main focus. If you are good at customer relations it will make the project run smoother because the client will have a certain level of trust. If you are not, the project becomes hindered. Why? Because, the client doesn’t have a needed level of trust in you, they begin to question your work. Now the client wants more status meetings. Maybe the client begins to micromanage your project and requires more of the project manager’s time and attention? This can quickly snowball because of one misunderstood statement that breaks a fragile trust. Whoever is communicating with the client, make sure it isn’t General Patton. While he gets the job done, in the project world he would make the job more difficult.

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Negotiating and Managing Project Expectations

One of the many factors in project cost overruns is due to setting unreasonable expectations. Whether working as a consultant outside a company or as a project manager within a company, all too often we become “yes” men to secure a deal or please superiors. We may win in the short term by getting the job or by delaying management’s wrath by telling them what they want to hear, but, in the long run, both scenarios are losers. As a consultant you land the gig and wind up with bad word of mouth advertising as being late and over budget. As an internal project manager you develop a reputation of being unreliable and/or overly optimistic. Instead, be real and upfront about duration and costs of expected projects. Give pushback to help set reasonable expectations. Maybe someone else will promise the moon? You should challenge competitors’ unreasonable assertions. You may still wind up losing the deal, but in the long run you will maintain your reputation and eventually land more deals because of it. Short term pain for long term gain is tough in this economy. What is your word worth and where do you go to get your reputation back?

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How to use Overtime in MS Project

Admittedly, overtime is a clunky feature in Microsoft Project.  I like the simplicity of Standard Time better.  But here are some steps to help understand and master overtime usage in MSP.

Start by assigning resources to your tasks.

  1. Right-click in a column header
  2. Choose Insert Column…
  3. Insert the ‘Resources’ column
  4. Enter names for employees that will work on each task

Assign cost rates to resources

  1. Choose View, Resource Sheet
  2. Enter currency rates for ‘Std.’ and ‘Ovt.’

Enter overtime hours

  1. Choose View, Task Usage
  2. Right-click and insert ‘Work’, ‘Cost’, ‘Overtime Work’, and ‘Overtime Cost’ columns
  3. Enter hours for the Work column
  4. Enter a portion of those hours that will represent overtime work

You will notice that the ‘Duration’ value shrinks for tasks with overtime hours, and that the ‘Cost’ and ‘Overtime Cost’ values are update accordingly.

 

–newshirt

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Do you like Project Robots?

You just buried your mom and returned from the funeral. You’re a Project Manager on a high profile project for one of the largest tech companies in the world.  It has only been one day since the funeral and you are still raw with emotion.  Now imagine that you get an email informing you that you are not getting a break from the loss of your mom, but in fact, your workload has been increased.  How about a spouse fighting cancer?  Need a little time?  No!  Instead, how about an increased workload?  Sound crazy? Well, imagine no more…these are true stories.  This brings me to an important point.
In talking with a friend of mine with 26+ years of project management experience about Agile vs. Waterfall methods, he said, “You can have all the methods and processes you want but it all comes down to personal relationships and human intervention”.  This gentleman was responsible for one of the largest SAP installations in US history. I was taken aback by the simple answer when he stated another simple cliché, “Take care of your team and your team will take care of you”, which means that they will take care of the project.
The examples given in the beginning of this blog are not meant to say that we shouldn’t be tough or suck it up.  However, besides being in my opinion morally wrong, it is flat bad for business.  Is the man whom just buried his wife still ready to climb that mountain for the team?  Or, is he waiting for the first chance to jump ship?
All too often we pay lip service to our employees, “Let me know if you need any more resources”, while completely ignoring the realities of life.
I guess the bottom line is we can keep on pushing the machine, but what happens when the machine navigator gets ran over?  Does the machine keep going and if so, who is driving…a robot?
Make sure when you ask someone if they need help that you don’t ignore the reality that is staring you right in the face — unless you like robots.

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Scrum Burn-down Charts

In the world of project management there are often disputes over Waterfall vs. Agile methodology.  Most people have a bent or preference and there is plenty of discussion whether Agile can fit within any typical Waterfall project.  However there isn’t much disagreement among Agile proponents on the need for a good SCRUM chart.  Check out the link below from a recent blog posted on PMI.org by Bill Krebs.  Bill has an interesting take on Tracking Burn-down Progress…

http://blogs.pmi.org/blog/voices_on_project_management/2011/04/tracking-burn-down-progress.html