Project Management/2012 Q1/Meetings/2012-03-02

Attendees

• Chris More
• Christie Koehler
• Mike Alexis
• Ben Sternthal

Agenda

• Introductions
• Overview of requirements for a system

Requirements

• Features
  • Resource management (project/program)
  • Timeline management (project/program)
  • Project prioritization (program)
  • Easy-to-use
  • Accessible
  • Web-based
  • Role-based security
• Bonus features
  • Project submission process
  • Links and other project meta data
  • Private and public views
  • Integrates with existing tools (Bugzilla, Github, SVN, wikis)
  • Ability to use BrowserID
  • Open-Source

Overview of Mozilla project process

• • Planning on a quarerly basis
  • Gather company-wide new projects + backlog
  • Prioritize projects
  • Define size, complexity, and major team needs.
  • Reality check with teams required to execute on a project.
  • Prioritize final list
  • Schedule projects and kick off execution period.

What we need to know if we can do in SmartSheet

• Ideally anyone in the company should be able to create a project sheet to track milestones, tasks, and other artifacts.
• We would need the ability to roll up a team's projects to a dashboard with specific meta data.
• We would also need projects to be rolled up to a company-wide view that only include high level information about the project, team, and owner.
• Should all roll-ups or dashboards be reports while everything else is a sheet?
• Can you pull in a Workspace's name into a report for rolling up all Workspaces into a company-wide view?
• Can project be published or permissions adjusted to be able to view-only without credentials?
• Is it possible to integrate SmartSheet with BrowserID?
• What integration points or hooks do you have with other major web services? (github, mediawiki, email)
• Can sheets be populated from forms for an intake process?

Notes

• Spreadsheet view is very familiar
• Can create custom reports to roll up "assigned to" columns
• Overlap Zimbra with SmartSheet calendar
• Can submit forms and embed forms into webpages that drop data into a sheet (would not require credentials)
• Some areas of the application are not accessible
• Sheets start off as private and can be shared internally or externally
• Lock any columns or rows
• Publish read-only HTML version or a full-version to another locations
• Can attach link objects and also recognizes links within text boxes
• Does not have Github or Bugzilla integration, but will have a published API available in May 2012.
• Does not have BrowserID integration, but interested in working on it.
• Can schedule reports and roll-ups to anyone internally or externally.
• Can send update requests to people ask about additional pieces of info
• SmartSheet will investigate the ability to roll-up meta data on Workspaces

Action Items