PM: Project management software

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1 This is the ability to use a software application that plans, organises and monitors completion of the component within a in logical sequence, given constraints of people and resource availability. This is not about managing a although these standards may also be applicable to the manager. A. A foundation user can use a range of basic management software tools and techniques to input and edit straightforward or routine information about s. Any aspect that is unfamiliar will require support and advice from others. as basic because: > the software tools and functions will be predefined in templates or commonly used; > the range of entry, manipulation and outputting techniques will be straightforward or routine; and > the inputting, manipulating and outputting of the information is in response to prompts and is directed by the manager. Examples of context: Updating calendar with staff holiday information; editing to update status during B. An intermediate user can select and use a wide range of intermediate management software tools and techniques to input and edit information that is at times nonroutine or unfamiliar in order to support the planning and management of s. as intermediate because: > the software tools and functions used will be at times non-routine; > the choice and use of input, manipulation and output techniques will need to take account of a number of factors or elements; and > the user will take some responsibility for inputting, structuring, editing and presenting the information, which at times may be non-routine or unfamiliar. Examples of context: Producing reports and updating schedules; Produce a simple and create a Gantt chart view with, durations, dependencies, resources and names C. An advanced user can select and use a wide range of advanced management software tools and techniques to input and modify complex information to support the planning and management of multiple s. as advanced because: > the software tools and functions used will be complex and at times require the user to search for and apply a solution or alternative approach by exploring technical support, or self-teaching; > approaches to the inputting, manipulating and outputting of information will be complex, and will involve research, identification and application; and > the user will take full responsibility for inputting, structuring, editing and managing the information within the software package. Examples of context: Preparing a budget; working with team members on collaborative s, customising reports Copyright e-skills UK Sector Skills Council Ltd 2009 Final version approved March 2009 Pages 119 of 140

2 National Occupational Standards for IT Users V3 Using IT productivity tools and applications PM:A1 Create and define a A1.3 Create a new file using templates where appropriate A1.4 Store and retrieve management files effectively in line with local guidelines for storage and use of data where applicable A1.1 Identify the main components of the management software A1.2 Identify the information about the that must be included Project information: Tasks, timescales, resources, stages; Source of information: provided by the person responsible for the Store and retrieve: Files (eg create, name, open, save, save as, print, close, find) PM:A2 Enter and edit information about and resources A2.2 Enter and edit information about A2.4 Apply a task calendar for scheduling A2.5 Enter and edit information about resources for use in the A2.1 Identify types of, milestones, deadlines and constraints A2.3 Identify time and resources required for the Task types: Fixed cost, fixed duration, fixed work Task information: Duration, status, set reminders Task calendar: Working-time calendar, holidays Project resources: People, time,, equipment A2.6 Mark any dependencies between A2.7 Assign resources to PM:A3 Update information A3.1 Use editing and formatting techniques to update elements A3.2 Update task status in line with Editing techniques: Editing techniques appropriate to the type of information, for example: select, copy, cut, paste, undo, redo, drag and drop, find, replace, insert, delete, size, crop, position Tasks status: Complete, in, not yet started A3.3 Update information about resources PM:A4 Select and use report on status A4.1 Use filtering and formatting techniques to display information to meet A4.2 Select and generate reports using predefined formats to meet Project reports: Task,, resource allocation and usage, Display information: Task lists, resource assignment Pages 120 of 140 Final version approved March 2009 Copyright e-skills UK Sector Skills Council Ltd 2009

3 PM:B1 Create and define a B1.2 Create, store and retrieve management files effectively in line with local guidelines for storage and use of data where applicable B1.3 Define the file properties and options B1.1 Identify the critical information about the that must be included Project information: Tasks, timescales, resources, stages, constraints; Source of information: provided by the person responsible for the Store and retrieve: Files (eg create, name, open, save, save as, print, close, find, share); version control; import/export; file size; folders (eg create, name) PM:B2 Enter and edit information about and resources B2.2 Enter and edit information about B2.5 Create and apply a task calendar for scheduling B2.6 Enter and edit information about resources for use in the B2.7 Adjust templates for information B2.1 Identify the critical and milestones to be completed B2.3 Identify any deadlines and constraints which apply to the B2.4 Identify issues of resource availability and utilisation Task types: Fixed cost, fixed duration, fixed work; critical, recurring Task information: Duration, status, set reminders, priority, assign resources, constraints, deadlines, outlines Task calendar: Working-time calendar, holidays, customise, charts (eg Gantt chart) Task duration: PERT analysis Resources: People, time,, equipment B2.8 Set up and edit dependencies between PM:B3 Update information B3.2 Use editing and formatting techniques to update elements B3.3 Update task status in line with B3.4 Update information about resources B3.1 Describe the methods to update and report information B3.6 Identify any risks and issues that may have an impact on the Editing techniques: cut, copy, paste. Task status: Complete, in, not started percentage B3.5 Compare actual with baseline and reschedule uncompleted Copyright e-skills UK Sector Skills Council Ltd 2009 Final version approved March 2009 Pages 121 of 140

4 National Occupational Standards for IT Users V3 Using IT productivity tools and applications PM:B4 Select and use report on status B4.1 Select and create reports to meet B4.2 Use filtering and formatting techniques to display information to meet Project reports: task,, resource allocation and usage, Display information: Task lists, resource assignment,, critical path, B4.3 Share information with other applications PM:C1 Create and define a C1.2 Create, store and retrieve management files in line with local guidelines where applicable C1.3 Define the file properties and options C1.1 Explain the critical information about the that must be included Project information: Tasks, timescales, resources, stages, constraints; Source of information: provided by the person responsible for the Store and retrieve: Save, save as, find, open, close; import information C1.4 Create master and sub-s C1.5 Create links across s and manage changes to linked PM:C2 Enter and edit information about and resources C2.3 Enter and edit information about C2.5 Enter and edit information about resources to be used in the C2.6 Create and apply a task calendar for scheduling C2.7 Identify and resolve any issues of resource allocation C2.1 Identify the critical and milestones to be completed C2.2 Explain how to set up any deadlines and constraints which apply to the C2.4 Explain how to resolve issues of resource availability and utilisation Task types: Fixed cost, fixed duration, fixed work, critical, recurring Task information: Duration, status, set reminders, priority, assign resources, constraints, deadlines, outlines, recurrence, custom fields Task calendar: Working-time calendar, holidays, customise, charts (eg Gantt chart) Resources: People, time,, equipment; enterprise resources, shared resources C2.8 Define and set up dependencies between Pages 122 of 140 Final version approved March 2009 Copyright e-skills UK Sector Skills Council Ltd 2009

5 PM:C3 Update information C3.2 Use editing and formatting techniques to update elements C3.3 Update task status in line with C3.4 Update information about resources C3.5 Compare actual with baseline and reschedule uncompleted C3.1 Explain the methods available to track and review against plans C3.6 Identify and assess the impact of risks and issues on the Task status: Complete, in, not started, percentage, behind schedule, postpone task Risks and issues: Contingency plans, mitigation, associate with or resources, alerts C3.7 Manage information on risks and issues PM:C4 Select and use report on status C4.1 Create and customise reports to meet C4.2 Use filtering and formatting techniques to display information to meet Project reports: Task,, resource allocation and usage, Display information: Task lists, resource assignment,, critical path C4.3 Share information with other applications Copyright e-skills UK Sector Skills Council Ltd 2009 Final version approved March 2009 Pages 123 of 140

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