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Workfront tracking for PMO

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Level 3
I'm setting up Workfront to track various internal process improvement and new initiatives across my organization - sort of like a PMO. Any PMO or operations project managers use Workfront in this way? I'm looking for ideas to make sure I'm tracking project success effectively. Thanks! Allison Sizemore Advantage | ForbesBooks
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Level 10
Hi Allison, We run out Global PMO and various other delivery and resource teams on Workfront. In terms of how you setup Workfront to track project success, that's a pretty broad question because it really depends on your own organisation. I suggest you should look into a Portifolio and Program structure. Scorecarding is used by some customers to align new project requests against strategic priorities. Have a think about approval paths, and utilising custom data to capture data that is useful to measuring your tasks, issues, projects etc. This all leads into reporting. We do some reporting within Workfront, but also a lot of it outside Workfront in Power BI. Custom data is key for us in terms of the value of insights we get out of the system. If you have some more specific questions then I'm sure you'll get some good advice here. Regards, David Cornwell

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Level 3
Thank you, David. Can I ask, what are a few of the key items you track for your Global PMO? ROI? Project Duration? We are utilizing custom fields a lot more to customize our data in different areas of our business, so I'm definitely exploring how those can support organizational projects. Allison Sizemore Advantage | ForbesBooks

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Level 10
From a PMO perspective, some of the more closely monitored reporting relates to the Sold vs Planned vs Actual hours on our projects (and also the calculated hourly rates for each). Essentially this is to make sure that there is approval for the number of hours planned on projects, and then secondly to review the actual amount of labour consumed vs the plan. We do of course review schedule-based performance, trigger CSI surveys out of Workfront and many other things. David Cornwell

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Level 2
Allison, As David indicates, Workfront's capability to track custom data enables you to track a number of different metrics depending on what's relevant to the business or the PMO. One thing that I often advise clients is to only track what is relevant and actionable - no more, no less. Often times organizations see that there are these incredible possibilities (see Big Data) and want to implement them all at the same time, but I have to reel them back many times because of the overhead that may be involved or the simple fact that they are not prepared to do anything with the data once it's gathered. I like data as much as anyone, but there can be too much where it can impede projects or overwhelm an analyst. That said, here are a few questions that can help us get context on what to recommend: 1) How mature is project and portfolio management in your organization? a) Are projects given budgets that they are held to or measured against? b) Are there areas or segments where projects fall under? It can be formal portfolios, departments, corporate initiative, business unit, etc... c) Do most projects follow some sort of template or are they more free-form? d) What is the percentage of projects that finish on-time, on-budget? e) What is the average project duration, hours, and spend? 2) How formal is the intake process for projects? a) Is there a consistent way for folks to request a project? b) Is there a formal approval process for project requests? c) Do you reject any projects/requests? 3) What methods are used for monitoring projects? a) Are status reports standardized and/or automated? b) What happens when a project is At Risk, Behind, or Late? c) What is the process when you start running out of hours or budget? Does it need to go back for approval of those funds/hours? 4) What happens when a project is complete? a) Do you have a formal approval process? b) Do files/assets need to be transferred, printed, made, stored, archived, etc... and is that tracked as part of the process? c) If the project replaced something, what happened to the old thing? These are just a few things off the top of my head, but often they can be overlooked as being simple but it's the simple things that will bring you the biggest gains. One other thing I highly recommend is to track the things that are causing the bottle-necks and pain so that you can hopefully identify what is causing it and then modify process to improve it. Workfront is very scalable regarding whether it can be utilized by immature and mature PMOs alike. John Albaugh GP PRO