Method and apparatus for project evaluation, approval and monitoring

• US 20020065697A1
• Filed: 11/08/2001
• Published: 05/30/2002
• Est. Priority Date: 11/09/2000
• Status: Abandoned Application

• Current Assignee: Gelco Corporation (Element Fleet Management Corp.)
• Original Assignee: Gelco Corporation (Element Fleet Management Corp.)
• Inventors: Cautley, Paul C.R., Elletson, Paul A.
• Application Number:
  US10/010,145
• Publication Number:
  US 20020065697A1
• Time in Patent Office: Days
• US Class Current: 705/7
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/0637 Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals

Abstract

A proposer formulates an idea for a proposal and enters various proposal parameters into a project summary screen, forming a proposal. The proposal is electronically submitted and stored. Once submitted in a final version, the proposal is frozen by the system, so that subsequent review by any number of reviewers is conducted based on the same proposal parameters. The reviewers each review the same material and may offer comments. Those comments can be shared with other reviewers, through the system. A decision is made and entered into the system. If accepted, the proposal moves forward and becomes a project. Project status is tracked based on automatic comparison to previously approved parameters. If not accepted, the system may unfreeze the proposal and allow revision. The system can utilize a network configuration so that the proposer, reviewer and other participants can share and exchange information remotely from one another.

Claims

1. A method for tracking projects comprising:

providing a project summary screen;

receiving proposal parameters;

freezing the proposal parameters;

presenting the proposal parameters to at least one reviewer; and

receiving a decision regarding the proposal parameter from the at least one reviewer.

2. The method of claim 1, further comprising:

receiving revisions to the proposal parameters prior to freezing the proposal parameters.

3. The method of claim 1, further comprising:

receiving a designation of reviewers.

4. The method of claim 1, further comprising:

unfreezing the proposal parameters after receiving a decision so as to allow revisions to the proposal parameters.

5. The method of claim 1, further comprising:

receiving comments from the at least one reviewer regarding the proposal parameters;

storing the comments with the proposal parameters; and

presenting the comments along with the proposal parameter to a subsequent reviewer.

6. The method of claim 1, further comprising:

converting the proposal to a project after receiving a decision; and

tracking the progress of the project.

7. The method of claim 6, further comprising:

indicating the status of the project based on automatic comparison to previously approved parameters.

8. The method of claim 7, wherein indicating the status of the project includes color coding project parameters.

9. The method of claim 1, further comprising:

receiving attached documents;

storing the attached documents; and

presenting the attached documents to the reviewer.

10. A method for submitting a project proposal comprising:

initiating a proposal idea;

formulating goals and objectives for the proposal;

entering proposal parameters in to a system for tracking proposals; and

receiving a decision regarding the proposal.

11. The method of claim 10, further comprising:

selecting reviewers for the proposal.

12. The method of claim 10, further comprising:

receiving an indication that the proposal will not move forward in a current form;

revising the proposal; and

resubmitting the revised proposal through the system for tracking proposals.

14. The system of claim 13, wherein the server is configured to freeze the proposal parameters stored in the database.

15. The system of claim 13, wherein the server presents the proposal parameters to reviewers.

16. The system of claim 15, wherein the server receives and stores comments from the reviewers.

17. The system of claim 16, wherein the comments are presented along with the proposal parameters to subsequent reviewers.

18. The system of claim 15, wherein the server receives a decision regarding the proposal parameters from the reviewers.

19. The system of claim 18, wherein the server unfreezes the proposal parameters and allows the proposal parameters to be revised.

13. A system for tracking proposals comprising:

a server for presenting a project summary screen and receiving proposal parameters; and

a database for storing the project parameters and providing the proposal parameters when requested.

20. A system for tracking proposals comprising:

means for receiving proposal parameters;

means for presenting the proposal parameters to reviewers; and

means for freezing the proposal parameters so that each reviewer reviews the same proposal parameters.

21. The system of claim 20, further comprising:

means for selecting the reviewers.

22. The system of claim 20, further comprising:

means for receiving a decision from the reviewers.

23. The system of claim 22, further comprising:

means for unfreezing the proposal parameters to allow for revision.

24. The system of claim 20, further comprising:

means for converting the proposal to a project; and

means for tracking the project.

25. The system of claim 24, further comprising:

means for visually indicating the status of project parameters based on automatic comparison to previously approved parameters.

26. The system of claim 20, further comprising:

means for receiving attached documents with the proposal parameters; and

means for presenting the attached documents to the reviewers.