Methods and systems for managing hierarchically organized and interdependent tasks and issues

• US 7,330,822 B1
• Filed: 05/29/2001
• Issued: 02/12/2008
• Est. Priority Date: 05/29/2001
• Status: Active Grant

• Current Assignee: Oracle International Corporation (Oracle Corporation)
• Original Assignee: Oracle International Corporation (Oracle Corporation)
• Inventors: Ng, Cedric M., Divate, Girish R., Robson, Kurt G.
• Primary Examiner(s): Doren; B. Van
• Assistant Examiner(s): Jarrett; Scott L.
• Application Number:
  US09/867,333
• Time in Patent Office: 2,450 Days
• Field of Search: 705/9
• US Class Current: 705/7.15
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/063114 Status monitoring or status determination for a person or group
• CPC Class Codes: G06Q 10/063118 Staff planning in a project environment
• CPC Class Codes: G06Q 10/06312 Adjustment or analysis of established resource schedule, e.g. resource or task levelling, or dynamic rescheduling
• CPC Class Codes: G06Q 10/06313 Resource planning in a project environment
• CPC Class Codes: G06Q 10/06314 Calendaring for a resource
• CPC Class Codes: G06Q 10/1097 Task assignment

Abstract

A method of managing a project including a hierarchy of tasks may include defining and storing tasks. Each of the tasks may include an associated status. A first dependency relationship may be defined between the tasks. Remote retrieval and updating of the status may be enabled. An Issue, a Change Request and/or a Change Order may be remotely defined. The Issue identifies a problem within an identified task whose resolution is to be tracked and is necessary for completion of the identified task, the Change Request identifies step(s) to be taken pending authorization to resolve the Issue and the Change Order identifies authorized step(s) to do so. Remote definition of second dependency relationship(s) may be enabled between the defined Issue, Change Request or Change Order and the identified task to integrate the defined Issue, Change Request or Change Order into the hierarchy without changing the defined first dependencies.

Claims

1. A computer implemented method of managing a project that includes a plurality of interdependent tasks organized in a hierarchy, comprising the steps of:

defining the plurality of tasks and storing the defined plurality of tasks in a database stored in a server that is selectively and remotely accessible over a computer network, each of the plurality of tasks having a status associated therewith;

defining a first dependency relationship between each of the defined plurality of tasks to define the hierarchy of tasks and storing the defined first dependencies in the database;

enabling remote retrieval of the status from the database over the computer network and remote updating of the status of any of the plurality of tasks over the computer network;

enabling remote definition of an Issue, a Change Request and a Change Order, the Issue identifying a problem within an identified one of the defined plurality of tasks whose resolution is to be tracked and whose resolution is necessary for the identified task to be completed, the Change Request identifying at least one step to be taken pending authorization to resolve the Issue and the Change Order identifying authorized steps to resolve the Issue, wherein the identified at least one step to be taken to resolve the Issue is included in the Change Order when the Change Request is authorized;

storing the defined Issue, Change Request and Change Order in the database;

requiring remote definition and storage in the database of at least one second dependency relationship between the defined Issue, Change Request and Change Order and the identified task in such a manner that the defined Issue, Change Request and Change Order is integrated into the hierarchy of tasks without changing the defined first dependencies;

associating a document with at least one of the Issue, the Change Request and the Change Order, the document including proposed or authorized steps to resolve the Issue, and storing the associated document in the database, and

providing a selectively and remotely accessible graphical representation of the hierarchy, including the plurality of tasks or selected ones of the plurality of tasks;

the first dependency relationship;

the defined Issue, Change Request or the Change Order, the associated document and the at least one second dependency relationship.

2. The method of claim 1, further including defining a permission that defines access rights for the defined plurality of tasks, the Issue, the Change Request and the Change Order.

3. The method of claim 2, wherein the permission further defines a right to at least one of:

remotely change the status of at least one of the plurality of tasks, and

remotely change the first dependency relationship between selected ones of the defined plurality of tasks.

4. The method of claim 1, wherein at least one of the first and second dependency relationships are selected from a group including Start-Start, Start-Finish, Finish-Start and Finish-Finish.

5. The method of claim 4, wherein at least one of the first and second dependency relationships defines a lag time between the start and/or finish of at least two of the defined plurality of tasks, the Issue, the Change Request and the Change Order, depending upon the selected dependency relationship.

6. The method of claim 1, wherein the problem identified by the Issue is a problem that was previously unidentified at the time when the plurality of tasks were defined.

7. The method of claim 1, wherein each of the defined Issue, Change Order and Change Request includes a status associated therewith and wherein the method further includes a step of enabling remote updating of the status of the defined Issue, Change Request and Change Order.

8. The method of claim 7, wherein the status of the plurality of tasks, the defined Issue, Change Order and Change Request is selected from a group including not started, on track, complete, in trouble, on hold and cancelled.

9. The method of claim 2, wherein the permission further defines a right to remotely change the at least one stored second dependency relationship.

10. The method of claim 1, wherein the selectively and remotely accessible graphical of the hierarchy representation is rendered on a Web browser.

11. The method of claim 1, further comprising a step of defining and storing in the database an identity of at least one entity allowed access to and/or having responsibility for each of the defined plurality of tasks, the defined Issue, Change Request and Change Order.

12. The method of claim 11, wherein the entity is selected from a group including a project team, a project member, a subcontractor and a vendor.

13. The method of claim 1, wherein the computer network crosses enterprise boundaries.

14. The method of claim 1, wherein the graphical representation of the hierarchy includes a selectively expandable hierarchical tree that shows the plurality of tasks or selected ones of the plurality of tasks, the first dependency relationship, the defined Issue, Change Request and the Change Order, and the at least one second dependency relationship.

15. The method of claim 1, further comprising the step of prompting for the remote definition of the Issue, Change Request, Change Order and the at least one second dependency relationship when the status of at least one of the plurality of tasks is updated.

16. A computer-implemented method of participating in a project that includes a plurality of interdependent tasks organized in a hierarchy, comprising the steps of:

accessing a remote database over a computer network, the database storing;

a definition of the plurality of tasks,

a status associated with each of the defined tasks, and

a first dependency relationship between each of the defined plurality of tasks;

updating of the status of at least one of the plurality of tasks over the computer network;

defining and causing to be stored in the database an Issue, a Change Request and a Change Order, the Issue identifying a problem within an identified one of the plurality of tasks whose resolution is to be tracked and whose resolution is necessary for the identified task to be completed, the Change Request identifying at least one step to be taken pending authorization to resolve Issue and the Change Order identifying authorized steps to resolve the Issue, wherein the identified at least one step to be taken to resolve the Issue is included in the Change Order when the Change Request is authorized;

associating a document with at least one of the Issue, the Change Request and the Change Order, the document including proposed or authorized steps to resolve the Issue, and storing the associated document in the database, and

defining and storing in the database at least one second dependency relationship between the defined Issue, Change Request and Change Order and the identified task in such a manner that the defined Issue, Change Request and Change Order is integrated into the hierarchy of tasks without changing the defined first dependencies.

17. The method of claim 16, wherein a permission is assigned that defines access rights for each of the plurality of tasks, the first dependency relationship, the Issue, the Change Request, the Change Order and the second dependency relationship.

18. The method of claim 17, wherein the accessing step selectively accesses selected ones of the stored plurality of tasks, the status associated with each of the plurality of tasks, and the first dependency relationship between the plurality of tasks depending upon the assigned permission.

19. The method of claim 17, wherein the permission further defines a right to at least one of:

changing the status of at least one of the plurality of tasks, and

changing the first dependency relationship between selected ones of the plurality of tasks.

20. The method of claim 16, wherein at least one of the first and second dependency relationships are selected from a group including Start-Start, Start-Finish, Finish-Start and Finish-Finish.

21. The method of claim 20, wherein at least one of the first and second dependency relationships defines a lag time between the start and/or finish of at least two of the defined plurality of tasks, the Issue, the Change Request and the Change Order, depending upon the selected dependency relationship.

22. The method of claim 16, wherein the problem identified by the Issue is a problem that was previously unidentified at the time when the plurality of tasks were defined.

23. The method of claim 16, wherein each of the defined Issue, Change Order and Change Request includes a status associated therewith and wherein the method further includes a step of updating the status of the defined Issue, Change Request and Change Order.

24. The method of claim 23, wherein the status of each of the plurality of tasks, the defined Issue, Change Order and Change Request is selected from a group including not started, on track, complete, in trouble, on hold and cancelled.

25. The method of claim 17, wherein the permission further defines a right to change the at least one stored second dependency relationship.

26. The method of claim 16, further comprising the step of viewing a graphical representation of hierarchy, including the plurality of tasks or selected ones of the plurality of tasks, the first dependency relationship, the defined Issue, Change Request and the Change Order, and the at least one second dependency relationship on a Web browser.

27. The method of claim 16, further comprising the step of inputting a definition of the Issue, Change Request, Change Order and the at least one second dependency relationship upon updating the status of at least one of the plurality of tasks.

28. The method of claim 16, further comprising a step of defining and causing to be stored in the database an identity of at least one entity allowed access to and/or having responsibility for each of the defined plurality of tasks, the defined Issue, Change Request and the Change Order.

29. The method of claim 28, wherein the entity is selected from a group including a project team, a project member, a subcontractor and a vendor.

30. The method of claim 16, wherein the computer network crosses enterprise boundaries.

31. The method of claim 26, wherein the graphical representation of the hierarchy includes a selectively expandable hierarchical tree that shows the plurality of tasks or selected ones of the plurality of tasks, the first dependency relationship, the defined Issue, Change Request and the Change Order, and the second dependency relationship.

32. A computer system configured for managing a project timeline that includes a plurality of interdependent tasks organized in a hierarchy, comprising:

at least one processor;

at least one data storage device;

a plurality of processes spawned by said at least one processor, the processes including processing logic for;

defining the plurality of tasks and storing the defined plurality of tasks in a database stored in a server that is selectively and remotely accessible over a computer network, each of the plurality of tasks having a status associated therewith;

defining a first dependency relationship between each of the defined plurality of tasks to define the hierarchy of tasks and storing the defined first dependencies in the database;

enabling remote retrieval of the status from the database over the computer network and remote updating of the status of any of the plurality of tasks over the computer network;

enabling remote definition of an Issue, a Change Request and a Change Order, the Issue identifying a problem within an identified one of the defined plurality of tasks whose resolution is to be tracked and whose resolution is necessary for the identified task to be completed, the Change Request identifying at least one step to be taken pending authorization to resolve the Issue and the Change Order identifying authorized steps to resolve the Issue, wherein the identified at least one step to be taken to resolve the Issue is included in the Change Order when the Change Request is authorized;

storing the defined Issue, Change Request and Change Order in the database;

requiring remote definition and storage in the database of at least one second dependency relationship between the defined Issue, Change Request and Change Order and the identified task in such a manner that the defined Issue, Change Request and Change Order is integrated into the hierarchy of tasks without changing the defined first dependencies;

associating a document with at least one of the Issue, the Change Request and the Change Order, the document including proposed or authorized steps to resolve the Issue, and storing the associated document in the database, and

providing a selectively and remotely accessible graphical representation of the hierarchy, including the plurality of tasks or selected ones of the plurality of tasks;

the first dependency relationship;

the defined Issue, Change Request or the Change Order, the associated document and the at least one second dependency relationship.

33. The system of claim 32, further including processing logic for defining a permission that defines access rights for at least one of the first task, the second task, the Issue, the Change Request and the Change Order.

34. The system of claim 33, wherein the permission further defines a right to at least one of:

remotely change the status of at least one of the plurality of tasks, and

remotely change the first dependency relationship between selected ones of the defined plurality of tasks.

35. The system of claim 32, wherein at least one of the first and second dependency relationships are selected from a group including Start-Start, Start-Finish, Finish-Start and Finish-Finish.

36. The system of claim 35, wherein at least one of the first and second dependency relationships defines a lag time between the start and/or finish of at least two of the defined plurality of tasks, the Issue, the Change Request and the Change Order, depending upon the selected dependency relationship.

37. The system of claim 32, wherein the problem identified by the Issue is a problem that was previously unidentified at the time when the plurality of tasks were defined.

38. The system of claim 32, wherein each of the defined Issue, Change Order and Change Request includes a status associated therewith and wherein the method further includes a step of enabling remote updating of the status of the defined Issue, Change Request and Change Order.

39. The system of claim 38, wherein the status of the plurality of tasks, the defined Issue, Change Order and Change Request is selected from a group including not started, on track, complete, in trouble, on hold and cancelled.

40. The system of claim 33, wherein the permission further defines a right to remotely change the at least one stored second dependency relationship.

41. The system of claim 32, wherein the selectively and remotely accessible graphical representation of the hierarchy is rendered on a Web browser.

42. The system of claim 32, further comprising processing logic to carry out a step of defining and storing in the database an identity of at least one entity allowed access to and/or having responsibility for each of the defined plurality of tasks, the defined Issue, Change Request and the Change Order.

43. The system of claim 42, wherein the entity is selected from a group including a project team, a project member, a subcontractor and a vendor.

44. The system of claim 32, wherein the computer network crosses enterprise boundaries.

45. The system of claim 32, wherein the graphical representation of the hierarchy includes a selectively expandable hierarchical tree that shows the plurality of tasks or selected ones of the plurality of tasks, the first dependency relationship, the defined Issue, Change Request and the Change Order, and the at least one second dependency relationship.

46. The system of claim 32, further comprising processing logic to carry out the step of prompting for the remote definition of the Issue, Change Request, Change Order and the at least one second dependency relationship when the status of one of the plurality of tasks is updated.

47. A machine-readable medium having data stored thereon representing sequences of instructions which, when executed by computing device, causes said computing device to manage a project timeline that includes a plurality of interdependent tasks organized in a hierarchy by performing the steps of:

defining the plurality of tasks and storing the defined plurality of tasks in a database stored in a server that is selectively and remotely accessible over a computer network, each of the plurality of tasks having a status associated therewith;

defining a first dependency relationship between each of the defined plurality of tasks to define the hierarchy of tasks and storing the defined first dependencies in the database;

enabling remote retrieval of the status from the database over the computer network and remote updating of the status of any of the plurality of tasks over the computer network;

enabling remote definition of an Issue, a Change Request and a Change Order, the Issue identifying a problem within an identified one of the defined plurality of tasks whose resolution is to be tracked and whose resolution is necessary for the identified task to be completed, the Change Request identifying at least one step to be taken pending authorization to resolve the Issue and the Change Order identifying authorized steps to resolve the Issue, wherein the identified at least one step to be taken to resolve the Issue is included in the Change Order when the Change Request is authorized;

storing the defined Issue, Change Request and Change Order in the database;

requiring remote definition and storage in the database of at least one second dependency relationship between the defined Issue, Change Request and Change Order and the identified task in such a manner that the defined Issue, Change Request and Change Order is integrated into the hierarchy of tasks without changing the defined first dependencies;

associating a document with at least one of the Issue, the Change Request and the Change Order, the document including proposed or authorized steps to resolve the Issue, and storing the associated document in the database, and

providing a selectively and remotely accessible graphical representation of the hierarchy, including the plurality of tasks or selected ones of the plurality of tasks;

the first dependency relationship;

the defined Issue, Change Request or the Change Order, the associated document and the at least one second dependency relationship.

48. The medium of claim 47, further including defining a permission that defines access rights for the defined plurality of tasks, the Issue, the Change Request and the Change Order.

49. The medium of claim 48, wherein the permission further defines a right to at least one of:

remotely change the status of at least one of the plurality of tasks, and

remotely change the first dependency relationship between selected ones of the defined plurality of tasks.

50. The medium of claim 47, wherein at least one of the first and second dependency relationships are selected from a group including Start-Start, Start-Finish, Finish-Start and Finish-Finish.

51. The medium of claim 50, wherein at least one of the first and second dependency relationships defines a lag time between the start and/or finish of at least two of the defined plurality of tasks, the Issue, the Change Request and the Change Order, depending upon the selected dependency relationship.

52. The medium of claim 47, wherein the problem identified by the Issue is a problem that was previously unidentified at the time when the plurality of tasks were defined.

53. The medium of claim 47, wherein each of the defined Issue, Change Order and Change Request includes a status associated therewith and wherein the method further includes a step of enabling remote updating of the status of the defined Issue, Change Request and Change Order.

54. The medium of claim 53, wherein the status of the plurality of tasks, the defined Issue, Change Order and Change Request is selected from a group including not started, on track, complete, in trouble, on hold and cancelled.

55. The medium of claim 48, wherein the permission further defines a right to remotely change the at least one stored second dependency relationship.

56. The medium of claim 47, wherein the selectively and remotely accessible graphical representation of the hierarchy is rendered on a Web browser.

57. The medium of claim 47, further comprising a step of defining and storing in the database an identity of at least one entity allowed access to and/or having responsibility for each of the defined plurality of tasks, the defined Issue, Change Request or the Change Order.

58. The medium of claim 57, wherein the entity is selected from a group including a project team, a project member, a subcontractor and a vendor.

59. The medium of claim 47, wherein the computer network crosses enterprise boundaries.

60. The medium of claim 47, wherein the graphical representation of the hierarchy includes a selectively expandable hierarchical tree that shows the plurality of tasks or selected ones of the plurality of tasks, the first dependency relationship, at least one of the defined Issue, Change Request and the Change Order, and the at least one second dependency relationship.

61. The medium of claim 47, further comprising the step of prompting for the remote definition of the Issue, Change Request, Change Order and the at least one second dependency relationship when the status of at least one of the plurality of tasks is updated.