Wednesday, July 08, 2009

Project Tracking System - An Introduction

Today's post is the first in a weekly series on the ten core modules that comprise UTS's Project Tracking System (PTS). The program is comprised of different modules to manage a project’s various aspects, including time, cost, meetings, documents and vendors, etc., and is designed to harness and utilize expert knowledge. New modules can be added, and existing modules customized to meet an organization’s needs, via web-based and client-server interfaces. Core modules include:

1. Work-Flow Based Design Review Module
2. Engineering Calculations Module
3. Manufacturer or Vendor Module
4. Site Inspector Module
5. Site Managers Module
6. Time Tracker & Cost Information Module
7. Corporate Client Module
8. Meetings Management Module
9. Document Management Module
10. Core Administration Module


Work-Flow Based Design Review (DR) Module
The DR Module is a work-flow based approach to reviewing and approving design-related documents: Engineering Drawings, Calculations, Data Sheets and Quality Plans. A list of Drawings (a Master List) is input to the system with specific drawing numbers, corresponding data sheets and quality plans. These can be appropriately grouped to flow from one member of a review panel to another until the review process is complete. (The Master List details can be
conveniently imported from a spreadsheet).

Each reviewer can add their comments and upload relevant reference documents. Comments and documents flow through multiple iterations and can be conveniently accessed by other reviewers. The system automatically tracks the documents’ status. Once the review is complete (all reviewers have approved the set of documents) the group is assumed to be complete and ready to send to the manufacturer or vendor.

A versioning system tracks each master document as it undergoes external changes and is fed back into the system. A document group can contain one or more master documents just as a review panel can consist of one or more reviewers. Different review panels can be created and assigned to different document groups. The DR module handles each in a systematic and non-interfering way. Sample screens are shown below:

Master list of documents for a sample AC Package




Document group ready for assignment to a Review Panel




Creation of Review Panels or Review Groups


Check back next week for details on the Engineering Calculations Module.

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