ProjectManager.com

JUNE 11, 2025

Managing a project efficiently often comes down to having the right tools at your disposal—and that includes documentation. These essential documents streamline communication, guide workflows and provide a structured way to capture critical information at every stage. Learn more 2.

Software Review 248

Software Review Risk Management Budget Executing 248

ProjectManager.com

DECEMBER 11, 2024

Document Management: Facilitates storing, sharing and collaborating on legal documents in a secure, organized manner. There are also limited document management capabilities here. There are file attachments, but no document management system that supports version control , compliance tracking and more.

Software Review 368

Software Review Software Monitoring Budget 368

ProjectManager.com

APRIL 3, 2024

The post Order Fulfillment: Process, Models & Documentation appeared first on ProjectManager. Join teams at Avis, Nestle and Siemens who use our software to deliver successful projects. Get started with ProjectManager today for free.

Process 468

Process Logistics Manufacturing Transportation 468

ProjectManager.com

AUGUST 7, 2024

This financial document can also help construction companies better understand their performance on contracts, identify problems and report to lenders and bankers. Scope of Work Template The scope of work is a document that captures what a project covers and what it doesn’t cover. That’s because templates can only do so much.

Construction 474

Construction Software Review Estimate Monitoring 474

ProjectManager.com

AUGUST 23, 2024

Make a Lessons Learned Document A lessons-learned document is a great tool to capture what worked and what didn’t work in a project so that information can be applied to future projects. Documentation. These documents provide hard data on how a project proceeded as planned or went off-track.

Software Review 418

Software Review Underperforming Technical Team Closing Project Life Cycle 418

Rebel’s Guide to PM

NOVEMBER 26, 2024

My own experience bears this out – when you’re busy, you lose a lot of the governance and attention to detail because you just don’t have time to fill in yet another document that no one will read. Focus on doing the governance documents and processes that make a difference. A project manager says. A project manager says.

2024 389

2024 PMO Governance Government 389

ProjectManager.com

NOVEMBER 6, 2024

Document Management: This is another key feature that organizes architectural drawings, permits, specifications and contracts. Software should have unlimited file storage to hold all project documents and make them easily accessible whenever and whenever they’re needed. Resource management features set team availability and skill sets.

Software Review 369

Software Review Software Construction Engineering 369

ProjectManager.com

NOVEMBER 12, 2024

Templates help maintain uniformity across projects, ensuring that coding standards, documentation and processes are followed. Project Plan Template Project plans serve as a comprehensive document that outlines the strategy for managing a software project from initiation to completion. For one, they provide consistency.

Software Development 418

Software Development Software Developers Software Risk Management 418

ProjectManager.com

OCTOBER 24, 2024

Some tools can assign general contractors with project planning , scheduling, budgeting, resource allocation, communication and documentation, which we’ll get to in more detail momentarily. There should also be version control to track document revision and revert to old versions if needed. 5 Capterra review: 4.4/5

Construction 414

Construction Software Review Software Estimate 414

ProjectManager.com

JULY 10, 2024

This free change log template for Excel is a document that captures change when it occurs and helps to monitor progress until that change has been implemented. Change Order Template A change order is a common document used in construction to capture modifications to the scope of work in a project.

Change Management 466

Change Management Executing Monitoring Planning 466

ProjectManager.com

SEPTEMBER 4, 2024

A progress report documents how far a project has progressed against where the project plan says it should be at this point. Project Overview Template A project overview is a high-level description of the project and one of the documents used to get a new project started.

Underperforming Technical Team 457

Underperforming Technical Team Software Review Construction Executing 457

Rebel’s Guide to PM

AUGUST 5, 2024

Spoiler alert: it probably is, this is not a hard document to pull together, and I have a template for you.) I just create an Excel spreadsheet (which is the template I share with you in the Template Library) but you could use Google Sheets, or a document, or use whatever tool your company has. Keep your document somewhere secure.

Prince2 403

Prince2 Influencer Energy Consulting 403

ProjectManager.com

APRIL 9, 2025

A “business case” doesnt have to be a lengthy and complicated document: the point of this step is to make sure that someone who knows about this stuff has said that its okayfor you to spend your time working on this. Documenting it helps everyone see what you are planning to do. Thought not.

Risk Management 370

Risk Management Defining Risk Planning 370

ProjectManager.com

JULY 9, 2024

The change management communication plan is a document that outlines how the strategy for an organizational change will be implemented. Change Log Template A change log is a document that lets users capture change as it happens and track it throughout the project or the life cycle of the change.

Change Management 457

Change Management Planning Underperforming Technical Team Controlling 457

ProjectManager.com

JUNE 10, 2025

Central to the project planning phase are tools and documents like the project scope statement, work breakdown structure (WBS), project schedule (often illustrated using a Gantt chart ), resource management plans and risk assessments. Risks are documented in a risk register along with their likelihood, impact and mitigation strategies.

Planning 327

Planning Estimate Risk Management Monitoring 327

ProjectManager.com

MARCH 4, 2025

A method statement is a document that ensures tasks check these boxes. A method statement is a document that outlines the step-by-step process for completing a specific task or activity in a project while ensuring safety, quality and compliance with regulations. What Is a Method Statement?

Software Review 354

Software Review Transportation Construction Risk Management 354

ProjectManager.com

DECEMBER 24, 2024

Programming The programming phase is when the negotiations take place, which leads to an agreed process documented in an indicative program. Programming Phase Documentation Documentation may include technical documentation like strategic plans or frameworks. It should also include a finalized budget and resource plan.

Finance 370

Finance Technical Review Governance Government 370

ProjectManager.com

DECEMBER 31, 2024

This document also help ensure that the job will be a good fit for what they offer in terms of a service or product. Learn how to write an impactful bid document by first understanding what the term means and when one is expected. Bidders then review the tender documents, assess the requirements and prepare their proposals.

Construction 369

Construction Software Review Estimate Technical Review 369

ProjectManager.com

APRIL 2, 2025

A variation order is a formal document issued to modify the original contract terms, typically concerning the scope of work, materials, design or project timeline. It ensures clear communication and proper documentation of adjustments to prevent disputes. What Is a Variation Order? What Should Be Included in a Variation Order?

Construction 341

Construction Software Review Technical Review 2025 341

ProjectManager.com

JULY 30, 2024

As program roadmaps are visual documents, they can be more easily understood by everyone involved in the various projects. Remember, a program roadmap is a living document, so it should be reviewed and updated regularly as things change. These are static documents. Teams can see the deliverables they’re responsible for.

Software Review 476

Software Review Monitoring Budget Risk Management 476

ProjectManager.com

SEPTEMBER 25, 2024

Integration Resources Integration Overview Document This document provides an in-depth look at how teams utilize the integration, including various use cases and benefits. View the document Data Flow and Entity Mapping – High Level This resource offers a high-level overview of field mappings and data flow between systems.

Software 392

Software Planning Process 392

ProjectManager.com

NOVEMBER 19, 2024

This includes reviewing documentation, testing products and evaluating performance. How ProjectManager Helps with Project Reviews While a template can act as a project review document that gathers the information found during a project review, it’s not a great tool for actually implementing the review.

Software Review 418

Software Review Process Project Life Cycle Risk Management 418

ProjectManager.com

MARCH 19, 2025

Other key products, such as the project initiation document (PID) and end project report, require board approval to confirm alignment with business needs. By overseeing these documents, the board maintains control and ensures project success. These three free templates can help when working in PRINCE2.

Prince2 355

Prince2 Technical Review Software Review Governance 355

ProjectManager.com

DECEMBER 4, 2024

Business Process Mapping Business analysts are responsible for gathering and analyzing business requirements, and they often document and improve business processes. It clearly shows the documentation needed, which is ample in an example of this sort. The swimlane diagram illustrates how these processes move forward.

Manufacturing 370

Manufacturing Construction Software Review Defining 370

ProjectManager.com

AUGUST 21, 2024

Write a Scope of Work Document The scope of work (SOW) document outlining how a project is executed. Reports: Project documentation that provides details on the project’s status , progress, costs and more. It provides legal projection for both the client and the professional services provider.

Software Review 457

Software Review Monitoring Estimate Budget 457

ProjectManager.com

JULY 3, 2024

What change management documentation will be utilized? It’s a simple document that captures questions for various topics with space for a numerical response. Change Log Template A change log is a document that captures change as it happens and allows managers to track the change until it’s put to bed.

Software Review 366

Software Review Risk Management Risk Governance 366

ProjectManager.com

NOVEMBER 5, 2024

This includes assigning tasks, sharing documents and commenting on those tasks. Document Management: Effective document management maintains organization, facilitates communication and ensures compliance. Having a centralized repository for all project-related documents makes it easy for team members to access.

Software Review 370

Software Review Software Technical Review Budget 370

ProjectManager.com

MARCH 14, 2025

Lets first define what lessons learned in project management means, then explain why they should be documented and how valuable information can be collected. Then well show what needs to be included in lessons learned documents and link to a lessons learned register that can be used in a post-mortem.

Software Review 221

Software Review Development Team Review Risk Management Risk 221

Rebel’s Guide to PM

OCTOBER 23, 2024

What documents are created in the project initiation phase? During initiation, you are creating the project charter (or project initiation document) and any other essential project documents. Read next: The project documents (and templates) you need to manage your project. What's the problem you are trying to solve?

Initiating 383

Initiating Risk Management Risk Agile 383

ProjectManager.com

AUGUST 13, 2024

These are static documents so they aren’t collaborative. Making a Gantt chart in Google Docs allows teams to store and share the document online. This fosters collaboration in a way that a static Excel document can’t. Templates are static documents. The only question is why? They’re not collaborative.

Software Review 468

Software Review Manufacturing Construction Monitoring 468

ProjectManager.com

AUGUST 14, 2024

Progress Report Template Use this free progress report for Word to document the project’s progress and compare that to where the plan expected it to be. That’s because these templates are static documents that don’t capture live data. ProjectManager Is Ideal for KPI Tracking KPI dashboard templates are not ideal.

Software Review 474

Software Review Manufacturing Monitoring Risk Management 474

Rebel’s Guide to PM

SEPTEMBER 7, 2024

This step is all about action - issuing meeting minutes, providing reports, and documenting proposed changes as agreed. Key decisions documentation - provides a mechanism for documenting and distributing key decisions with the project team for future reference.

Communications Management 367

Communications Management Underperforming Technical Team Cadence Monitoring 367

ProjectManager.com

MAY 2, 2025

This document is created to kick off a new project. It’s both a strategic and persuasive document, meant to demonstrate understanding of the clients needs and build confidence in the consultants ability to drive results.

Construction 362

Construction Consulting Budget Logistics 362

ProjectManager.com

SEPTEMBER 25, 2024

Collaboration Tools: Communicate with the team and share knowledge through forums and wikis, upload and manage project documents to ensure everyone has access to relevant files. Unlimited file storage turns the software into a hub for project documentation and global search makes it easy to find anything.

Software Review 418

Software Review Infrastructure Software Agile 418

ProjectManager.com

JULY 16, 2024

Unlimited file storage turns the software into an easily accessible hub for all project documentation. There’s also project cost management, field execution and documentation management and control. It’s a strong tool for managing admin and construction documents. 5 Capterra review: 4.4/5

Construction 467

Construction Software Review Software Estimate 467

ProjectManager.com

APRIL 22, 2025

The idea can be found in the project brief (PRINCE2), project charts (PMBOK), statement of work and project initiation document. It acts as a simplified version of those documents, helping to break down the projects key components and organize initial thoughts. It identifies key tasks, milestones and deliverables.

2026 332

2026 2025 Software Review Construction 332

ProjectManager.com

APRIL 4, 2025

Using the time impact analysis is also useful for managing disputes, ensuring that delays are documented and any necessary time extensions or adjustments are communicated and understood by stakeholders. Document the Impact of Potential Delay Events After assessing the delays, document the impact in a formal report.

Construction 356

Construction Software Review Risk Management Monitoring 356