Rules based method and system for project performance monitoring

• US 20030135481A1
• Filed: 12/09/2002
• Published: 07/17/2003
• Est. Priority Date: 12/07/2001
• Status: Abandoned Application

• Current Assignee: Margaret A. Fulenwider, Philip Helmes
• Original Assignee: Margaret A. Fulenwider, Philip Helmes
• Inventors: Fulenwider, Margaret A., Helmes, Philip
• Application Number:
  US10/314,678
• Publication Number:
  US 20030135481A1
• Time in Patent Office: Days
• US Class Current: 707/1
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

The invention is directed to a rules based method and system for monitoring and reporting the status, progress and performance of a project. The invention further includes a method and system which include indicators which are selected as a function the rules to identify variances in the project status, progress and performance. The invention further provides for a dashboard type way of presenting the information which presents the information in the form of indicators that allow a user to determine whether a project or component of a project is not performing as it is expected or planned to perform. The rules according to the invention can define variance limits for the data representative of the project performance and be used to change the indicators as a function of applying the rules to the project data. The invention further contemplates providing method and system in which data received from the data sources and stored in an oversight system that cannot be access or modified by the parties that are the sources of the data, thus providing an independent general ledger for the project data.

Claims

1. A method for processing project data to determine project performance, said method comprising:

defining at least one rule for evaluating the project data,

storing project data in a data storage device,

processing said project data,

applying said at least one rule to said project data, and

presenting a status indicator representative of the performance of said project as a function of said rule and said project data.

2. The method according to claim 1 wherein said project data is stored on a periodic basis.

3. The method according to claim 1 wherein said status indicator is a symbol representative of at least one performance characteristic of said project.

4. The method according to claim 1 wherein said status indicator represents at least one performance characteristic of said project as a function of color.

5. The method according to claim 1 wherein processing said project data includes selectively retrieving said project data from the data storage device.

6. The method according to claim 1 wherein applying at least one rule to said project data includes comparing a predefined rule variance value to said project data.

7. The method according to claim 1 wherein applying at least one rule to said project data includes determining a difference between a predefined baseline value and said project data.

8. The method according to claim 1 wherein applying at least one rule to said project data includes determining a difference between a predefined baseline value and said project data and comparing said determined different with a predefined rule variance.

9. The method according to claim 1 further comprising:

receiving on a periodically, said project data from a project data source;

storing said project data, as it was received from said project data source in said data storage device, wherein said data storage device is an oversight data store which cannot be modified by said project data source.

10. A system for processing project data to determine performance of a project comprising:

data storage means for storing project data,

a rules processing system adapted for applying at least one rule to said project data, and

a data presentation system adapted for presenting an indicator representative of the performance of said project as a function of said at least one rule and said project data.

11. The system of claim 10 wherein said status indicator is a symbol representative of at least one performance characteristic of said project.

12. The system of claim 10 wherein said status indicator represents at least one performance characteristic of said project as a function of color.

13. The system of claim 10 further comprising a data processing system for processing said project data prior to applying said at least one rule to said project data.

14. The system of claim 10 wherein said rules processing system is adapted for comparing a predefined rule variance value to said project data.

15. A system of claim 10 determining a difference between a predefined baseline value and said project data.

16. The system of claim 10 wherein said rules processing system is adapted for determining a difference between a predefined baseline value and said project data and comparing said determined different with a predefined rule variance.

17. The system of claim 10 further comprising:

a data source for producing said project data,

means for transferring said project data from said data source to said data storage means, wherein said project data stored in said data storage means can not be modified by said data source.

18. A method for storing project data comprising:

producing project data at a project data source,

transferring said project data from said project data source to a data oversight data store,

preventing said project data source from modifying said project data stored in said data oversight data store.

19. The system of claim 18 wherein said project data source periodically produces project data and said project data is periodically transferred to said data oversight data store.

20. The system of claim 19 wherein said project data is transferred to said data oversight data store as soon as it is produced.

21. A system for storing project data comprising:

a project data source adapted for producing project data,

a data transfer system adapted for transferring said project data from said project data source to a data oversight data store,

said data oversight data store being adapted to prevent said project data source from modifying said project data stored in said data oversight data store.

22. The system of claim 21 wherein said project data source is adapted for periodically producing project data and said data transfer system is adapted for periodically transferring said project data to said data oversight data store.

23. The system of claim 22 wherein said transfer system is adapted to transfer said project data to said data oversight data store as soon as it is produced.