Weekly PM Reminder – Oracle

A process that:

• is a weekly email to a project manager.  All of the content will be for where the person getting the email is the PM
• shows aggregate data for all of their projects
• sends the PM a reminder email at the end of each week showing the items that the PM needs to do.  Maybe call it Weekly PM reminder.
• Shows the mentioned data in sections as follows:
  • Past Due issues
    • Only active projects
    • Only open issues – not resolved or closed
    • Show project name, project ID, issue name, issue priority, target resolution date, color (only red or yellow)
    • Logic for Yellow = where target resolution is within the next week
    • Logic for Red = target resolution date is in the past
    • URL LINK:  to that issue
  • Past Due Risks
    • Only active projects
    • Only open risks – not resolved or closed
    • Show project name, project ID, risk name, risk priority, target resolution date, color (only red or yellow)
    • Logic for Yellow = where target resolution is within the next week
    • Logic for Red = target resolution date is in the past
    • URL LINK:  to that risk
  • Past Due Status Report
    • Only active projects
    • Show project name, project ID, report date, most recent overall status, color (only red or yellow)
    • Only 1 line per project – show even if there is no status report
    • Logic for Yellow = where latest status report date > 7 days ago
    • Logic for Red = latest status report date is > 14 days ago
    • URL LINK:  to status report list
  • Past Due Milestones
    • Only active projects
    • Only open milestones
    • Show project name, project ID, task name, task finish date, color (only red or yellow)
    • Logic for Yellow = where finish is within the next week
    • Logic for Red = finish date is in the past
    • URL LINK:  to that milestone
  • Past Due Forecast
    • Only active projects
    • Show project name, project ID, last updated date, most recent total plan of record amount, color (only red or yellow)
    • Only 1 line per project – show even if there is no finish plan
    • Logic for Yellow = where last updated date of the plan of record > 14 days ago
    • Logic for Red = where last updated date of the plan of record > 30 days ago
    • URL LINK:  to cost plan
  • Allocation Summary for the Project Team
• Unfilled Roles that need to be staffed
• Resources Actuals +/- 25% of Allocation
• Resource ETC +/- 25% of Allocation
  • Pending Change Controls / Approval Status
  • In addition to the Past Due Milestones, upcoming milestones
  • Budget Summary
• Actual vs. Planned
• Burndown estimate