Project Management Tips and Techniques..

Project Management Tips

1. Project Status and Forecast Update Template Use: To be filled/verified by Project Engineers Data Cleansing: 1:1 sessions with Project Engineers Map data with Finance Sheet/Report Project Identification: Close completed projects in SAP Assign correct Person Responsible in SAP Remove duplicates and align forecasts Populate missing fields (Unit, Expense Cost Center) Final Steps: Review and issue the report Power BI Dashboard Development: Develop preliminary interface Brainstorm with Project Engineers Finalize and improve interface Go Live End-to-End Life Cycle Tracking: Assign unique Project ID from CAPEX 2024-2026 sheet Map WBS data to Project ID Improve WBS tagging convention to include Project ID Update template as needed Optionally evaluate CIR# mapping Controlled Document: Document mechanism for status updates and change tracking due to manual updates Other Avenues: Enhance SAP Report and QlikView integration (eliminate manual intervention) Integrate Primaevra P6 Schedule Explore Project Portfolio Management software