The following are excerpts from the text of the Software Review article by Charles C. Howe, Contributing Editor, in the January 2000 issue of PM Network, a magazine from the Project Management Institute (PMI)

Good Surprises Do Come in Small Packages

Welcome to PM Network’s first quarterly project management software review column.

Setting the wheels in motion, this new column was announced via e-mail to various vendors nationwide, requesting software for my review. Putting it mildly, the response was nothing less than opening the floodgates. Seemingly overnight, I was swamped with telephone calls, e-mails, and enough boxes of software to start a retail outlet. Bottom line? Choosing the package for my first quarterly review was no easy task, but good surprises do come in small packages.

"How’s it Going?" Jumps Out of the Pack

After installing and uninstalling a dozen packages, I found one thaat looked interesting... Called "How’s it Going?" This tool was designed and written [in Microsoft Access97 (MSA)] for the consulting practice of LogicAbility. The company’s lead designer is a certified Project Management Professional through the Project Management Institute.

Features for Project Managers

"How’s it Going?" is a powerful package that includes many robust and forgotten features of its larger and more expensive competition. For instance, the application contains project planning features such as neatly formatted plan documentation, budgets, project organization structures, and import capabilities (from other project management packages.)

Surprisingly, it also contains industrial-strength project tracking and status reporting that is unavailable or difficult to use in other notable packages of this type. The reports which can be used for large or small projects, answer virtually any questions typically asked by most senior managers and financial personnel. It also has internal project meeting minutes with the ability to print and use on display media for project team meetings.

This tool’s resource management is quite extensive. The PM can run a report of a programmer working on multiple projects to inquire about the programmer’s availability, rates and so on. This feature also lets you directly record time and duration for individuals on different projects.

Taking the financial feature to another level, it delivers more than just tracking project monies. "How’s it Going?" can set up and forecast multilevel budgets and relate them to the general ledger in many accounting packages. If the project costs and expenditures are carried in the accounting system, you can update them in any interval. Then financial analysts can perform the analyses within the package to which they are accustomed. After writing reports on several accounting packages in the past, Microsoft Access reports should be a breath of fresh air to any PM.

Need Help? "How’s it Going?" is definitely ready for you. Not only does it contain extensive online help facilities, it also has their entire project management guide embedded in its help screens. These are especially handy for new-kid-on-the-block PMs or those who could use an occasional memory jog in managing a project. (More about this in Online Help)

Project Office Features

Project Office (PO) functions within "How’s it Going?" are synonymous with those of a package costing hundreds of dollars more. The PO portion of the package allows a centralized PO administrator to complete and distribute reports of one, a selected few, or all projects. Also its project tracking and control features are very useful in freezing/unfreezing projects, baselines, and updating statuses.

Resource allocation is performed across any or all projects. This feature will quickly assist the project manager in managing the availability of personnel on any or all projects. With the short time to market facing most shops, "How’s it Going?" lets the PM allocate resources for projects behind the curve from other projects that are ahead of schedule or lack a hot project’s significance.

In the PO portion of "How’s it Going?" the PM can also pull time and budget reports across the projects of choice, and use them for submittals to senior management and financial personnel. This feature is used to set up the general ledger codes for export to the accounting package.

The PO administrator can grant access to the system, implement total system security, set up umbrella codes, maintain budgets and resources, and archive and restore project data.

Online Help and Project Management Guide.

"How’s it Going?" has superbly robust online help. For the new project manager, it is a must-have feature. Most large packages tell you how to set up a baseline, highlight critical path issues, and set up subprojects, but few packages tell you why. This one does by virtue of the online help system. Further, the package contains a complete, printable copy of the author’s project management guide for use online.

No project management guide would be complete without fully and realistically addressing an especially critical topic: deliverables. For most beginning PMs, this is normally a sore spot, generating pressing questions. What does the weekly report need to contain? What is included and excluded from the project’s work? What are the project’s business objectives and requirements? What are the major deliverables?

These are but a few questions that the inexperienced PM could ask. Fortunately, all these can be answered with a brief cruise through the "How’s it Going?" project management manual. By using the templates and the reporting tools in this package, the new PM can look and feel like a seasoned professional at the project’s mid point.

Yet their project management guide is flexible enough to let the PM manage without over-enforcement of requirements. The guide lets the PM easily set up the reporting cycles and gain stakeholder/sponsor agreement on project requirements and acceptance criteria. With similar ease, the guide’s standards and practices let you cross-reference all phases, milestones, deliverables, and activities to see if your company’s standards have been met.

Other features

"How’s it Going?" is a good addition to your project management toolkit. Although you are running MSProject or another tool, "How’s it Going?" has some features that are not apparent in other tools and it carries a reasonable licensing fee. Plus, the manner in which its user manual and project management guide are written make the documentation well worth the price