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The minimum SN Project record data elements include:

  • Top SectionPhaseProject Name
  • Project Manager
  • Portfolio (minimally the Portfolio for the manager's team - may need to be setup first time)
  • Configuration Item
  • State
  • Date Submitted
  • Submitted By
  • Configuration Item (when possible)
  • Apply PM FrameworkSet to "Yes" if this project is to be included in OIT Status ReportingPercent Complete
  • Calculation (Automatic or Manual) (available in the SN Fuji release)
  • Description
  • Assignment Group
  • Apply PM Framework (Y to identify projects of interest to Directors, ACIO, CIO, etc.. N for internal team-only projects)

For new projects being proposed, include as many of the OIT project proposal template elements as possible and attach a Word doc version of the proposal when available:

  • All of the above-referenced items plus:
  • Phase
  • Date Submitted
  • Submitted By
  • Planned Start Date
  • Planned End Date
  • Actual Start Date
  • Actual End DateProject NameThis is the short name of the project
  • Sponsoring Office
  • Assignment Group (when known)
    • Description
    • This should be a brief description of the project - consider including both the "Concise Project Description" and the "Project Overview" from the OIT Project Proposal template
  • Proposal Tab
    • Business Case (from the OIT Project Proposal template)
    • Alternatives Considered (from the OIT Project Proposal template)
    • Impacts & Dependencies (from the OIT Project Proposal template)
    • Financial Impact (from the OIT Project Proposal template)
    • Consequences of Not Proceeding (from the OIT Project Proposal template)
    • Relevant Timeframe (from the OIT Project Proposal template)
  • Scorecard Tab
    • Select responses for all 7 items
  • Project Team Tab
    • Specify as many project team members as are known

Minimum Project Reporting Elements For the Enterprise Applications Division:

 

Note

9-10-2015: This section is still a work in progress

 

The minimum SN Portfolio Project record data elements include:

  • Top Section

    • Short Description

      • This should be short but useful and will be displayed on reports and other areas of SN as "Project Name"
      • For better sorting/organizing, it is recommended that Project Names be prefixed with the following:
      • A 2 or 3 character OIT Division designation: BUS (Business Services), CES (Central Services), CLS (Client Services), EA (Enterprise Applications), EI (Enterprise Infrastructure), SAS (Student & Academic Services), SIS (Student Information System)
      • OIT External Projects
        • An abbreviation for the related business unit or campus organization
        • An abbreviation for the related OIT team leading the project
        • for example: EA-A&BS-FM
      • OIT Internal Projects
        • An abbreviation for the related OIT team leading the project

    • Project

      • Enter the SN Project record identifier related to this Portfolio Project record
      • The SN Project record identifier was created during the Project Intake Form process step

    • Business

      Case

      CasePlanned Start Date

      • This should be a couple sentences describing the project, possible from the original Project Proposal.
      Planned Start Date
    • Planned End Date
  • Portfolio Dashboard section
    • Start Date
      • Actual date the project started
    • End Date
      • Actual date the project ended
    • Scope Comment
      • Enter a single word indicate the size of the project: Small, Medium, Large, ERP
    • Risk
      • Set to Green, Yellow or Red to visually indicate the current risk level for the project
      • This should be an overall risk/issue indicator to notify stakeholders that there may be problems requiring awareness, attention or action
    • Risk Comment
      • Enter the date and textual information briefly describing why the project is at the current risk level and what action may be required.  Can be left blank if the project is not at risk.
    • % Complete
      • Enter the rough percentage of completion for the project
    • % Complete Comment
      • Enter the date and textual information briefly describing the most current status of the project.

 

 

-Project Name-Project Manager-Portfolio (will need to be setup for each manager)-Configuration Item-State-Percent Complete-Calculation (Automatic or Manual)-Description-Assignment Group
For new projects being proposed: OIT project proposal elements