Action Items Management

[Luc Gestin]

Objective: Distributed management of Action Items (a.k.a. Follow-up Items)
across the various projects of a large program

We would like to give our Project Managers access to a tool (and supporting
process) that allows them to manage all the action items in a centralized
database.

Features highlights:
- Possible action fields: Unique ID, Owner, Meeting Name, Joint Flag, Phase,
Country, Date Raised, Description, Target Date, Closure Date, Comments /
Progress, Status
- Existence of rules on fields, e.g., only Action Owner can update fields
for an action; upon status set to Closed, Target date must be set, etc
- Automatic notifications to Action Owners, e.g. notification 3 days prior
to Target date
- Enhanced Reports, e.g. “all past-due items†report
- Able to transfer ownership
- Keep a record of the changes to the following fields: Target date, Ownership

Ideally, we are looking at an "off-the-shelf" product. Thanks in advance for
your help in identifying that “magic†product.

Kind regards -- Luc

 

[Haris Rashid]

hi Luc Gestin,
One such product is available at www.manage-systems.com. Visit and send an
email to anyone at this site for product details.

Kind regards,

 

[Mike Glen]

Hi Luc,

Welcome to this Microsoft Project newsgroup

See Companion Products at this web address: http://project.mvps.org/

Hope this helps - please let us know how you get on

Mike Glen
MS Project MVP