(OT) Project Management Software

system · April 22, 2003, 12:46pm

Actually â€¦.. experienced

-----Original Message-----
From: Todd Anderson [mailto:tanderson@...]
Sent: Tuesday, April 22, 2003 12:23 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] (OT) Project Management Software

Cynic ...

-----Original Message-----
From: Shirley Graver [mailto:shirleyg@...]
Sent: Tuesday, April 22, 2003 11:18 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] (OT) Project Management Software

Or course, the success of any software package, or process is in direct
proportion to the diligence of the parties involved. Even the best
software tool or process fails if the parties involved donâ€™t use the
tool or worse use it intermittently. The â€œoh I forgotâ€ or â€œIâ€™ll do
it laterâ€ has successfully killed many a useful tool.

Shirley

-----Original Message-----
From: Todd Anderson [mailto:tanderson@...]
Sent: Tuesday, April 22, 2003 12:07 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] (OT) Project Management Software

Marty,

Your best low-tech solution may be to just setup a network drive that
all
concerned have access to.

Setup one directory per quote ... such as ...?

J:\Quote-34567-ABC-Mfg

With sub directories for each type of document or revision

\call-log\( word-doc )
\drawings\part-123-R1.dwg
\emails\ ( converted to word docs ? )
\fax\ ( scanned to pdf ? )
\snail-mail\ ( scanned to pdf ? )
\sub-contract-quotes\ ....

etc.

One thing you may want to look at is a HP scan to pdf box. Off the top
of
my head I don't recall the actual name of this product but it's
basically a
scanner / PC combo that allows NON-TECHNICAL people to dump a stack of
paper
into the hopper - hit go - and then type in an email address as the
target.
So anyone can scan documents and then email them to themselves or ???
who
would then save the PDF to the target quote directory.

In my mind just finding / configuring a central repository for the
different
types of communications is the real issue. Decent naming conventions
for
folders and documents would come in second.

Good Luck and just out of curiosity please post your final solution ...

Todd Anderson

-----Original Message-----
From: Marty Kuphall [mailto:marty.kuphall@...]
Sent: Tuesday, April 22, 2003 10:29 AM
To: vantage@yahoogroups.com
Subject: [Vantage] (OT) Project Management Software

The president of my company asked me to ask the group what they use for
Project
Management software. He's looking for something that will track/log all
aspects
of a project from quote through completion. He's not mainly looking for
the
Ghant type charting software but rather tracking-
Who said what and to whom
All correspondence - email, fax, snail mail, etc.
Notes regarding rev level changes
Quotes/correspondence from outside vendors relating to the project
Internal discussions/notes regarding the project
Anything else he might think of as our needs and wants change

It would be nice if the software would be capable of organizing this
info
into
some logical fashion so if someone is looking for, say notes regarding
Widget
Rev C, we'd be able to locate if without searching through the entire
Widget
project.

Any recommendations? Is Document Management powerful enough or
appropriate
for
this use?

Thanks for all ideas and comments,

Marty Kuphall
Controller
Ultra Tool & Mfg., Inc.

Ph. 262-703-0455
Fx. 262-703-0468

marty.kuphall@...

Yahoo! Groups Sponsor

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Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/>
<http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/> >
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<http://groups.yahoo.com/group/vantage/messages>
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links>

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Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service
<http://docs.yahoo.com/info/terms/> .

[Non-text portions of this message have been removed]

system · April 22, 2003, 11:29am

The president of my company asked me to ask the group what they use for Project
Management software. He's looking for something that will track/log all aspects
of a project from quote through completion. He's not mainly looking for the
Ghant type charting software but rather tracking-
Who said what and to whom
All correspondence - email, fax, snail mail, etc.
Notes regarding rev level changes
Quotes/correspondence from outside vendors relating to the project
Internal discussions/notes regarding the project
Anything else he might think of as our needs and wants change

It would be nice if the software would be capable of organizing this info into
some logical fashion so if someone is looking for, say notes regarding Widget
Rev C, we'd be able to locate if without searching through the entire Widget
project.

Any recommendations? Is Document Management powerful enough or appropriate for
this use?

Thanks for all ideas and comments,

Marty Kuphall
Controller
Ultra Tool & Mfg., Inc.

Ph. 262-703-0455
Fx. 262-703-0468

marty.kuphall@...

system · April 22, 2003, 12:01pm

Although I set up my own MS Project Server for internal and external project
management and collaboration, I can highly recommend you to take a look at
www.groove.net Their free version is doing everything for us that we
need....

Paul

-----Original Message-----
From: Marty Kuphall [mailto:marty.kuphall@...]
Sent: Tuesday, April 22, 2003 11:29 AM
To: vantage@yahoogroups.com
Subject: [Vantage] (OT) Project Management Software

The president of my company asked me to ask the group what they use for
Project
Management software. He's looking for something that will track/log all
aspects
of a project from quote through completion. He's not mainly looking for the
Ghant type charting software but rather tracking-
Who said what and to whom
All correspondence - email, fax, snail mail, etc.
Notes regarding rev level changes
Quotes/correspondence from outside vendors relating to the project
Internal discussions/notes regarding the project
Anything else he might think of as our needs and wants change

It would be nice if the software would be capable of organizing this info
into
some logical fashion so if someone is looking for, say notes regarding
Widget
Rev C, we'd be able to locate if without searching through the entire Widget
project.

Any recommendations? Is Document Management powerful enough or appropriate
for
this use?

Thanks for all ideas and comments,

Marty Kuphall
Controller
Ultra Tool & Mfg., Inc.

Ph. 262-703-0455
Fx. 262-703-0468

marty.kuphall@...

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/

system · April 22, 2003, 12:05pm

Marty,

Your best low-tech solution may be to just setup a network drive that all
concerned have access to.

Setup one directory per quote ... such as ...?

J:\Quote-34567-ABC-Mfg

With sub directories for each type of document or revision

\call-log\( word-doc )
\drawings\part-123-R1.dwg
\emails\ ( converted to word docs ? )
\fax\ ( scanned to pdf ? )
\snail-mail\ ( scanned to pdf ? )
\sub-contract-quotes\ ....

etc.

One thing you may want to look at is a HP scan to pdf box. Off the top of
my head I don't recall the actual name of this product but it's basically a
scanner / PC combo that allows NON-TECHNICAL people to dump a stack of paper
into the hopper - hit go - and then type in an email address as the target.
So anyone can scan documents and then email them to themselves or ??? who
would then save the PDF to the target quote directory.

In my mind just finding / configuring a central repository for the different
types of communications is the real issue. Decent naming conventions for
folders and documents would come in second.

Good Luck and just out of curiosity please post your final solution ...

Todd Anderson

-----Original Message-----
From: Marty Kuphall [mailto:marty.kuphall@...]
Sent: Tuesday, April 22, 2003 10:29 AM
To: vantage@yahoogroups.com
Subject: [Vantage] (OT) Project Management Software

The president of my company asked me to ask the group what they use for
Project
Management software. He's looking for something that will track/log all
aspects
of a project from quote through completion. He's not mainly looking for the
Ghant type charting software but rather tracking-
Who said what and to whom
All correspondence - email, fax, snail mail, etc.
Notes regarding rev level changes
Quotes/correspondence from outside vendors relating to the project
Internal discussions/notes regarding the project
Anything else he might think of as our needs and wants change

It would be nice if the software would be capable of organizing this info
into
some logical fashion so if someone is looking for, say notes regarding
Widget
Rev C, we'd be able to locate if without searching through the entire Widget
project.

Any recommendations? Is Document Management powerful enough or appropriate
for
this use?

Thanks for all ideas and comments,

Marty Kuphall
Controller
Ultra Tool & Mfg., Inc.

Ph. 262-703-0455
Fx. 262-703-0468

marty.kuphall@...

Yahoo! Groups Sponsor

<http://rd.yahoo.com/M=249982.3179269.4495679.1728375/D=egroupweb/S=17050071
83:HM/A=1524963/R=0/*http://hits.411web.com/cgi-bin/autoredir?camp=556&linei
d=3179269&prop=egroupweb&pos=HM>

<http://us.adserver.yahoo.com/l?M=249982.3179269.4495679.1728375/D=egroupmai
l/S=:HM/A=1524963/rand=709693647>

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/.>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<http://groups.yahoo.com/group/vantage/messages>
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service
<http://docs.yahoo.com/info/terms/> .

[Non-text portions of this message have been removed]

system · April 22, 2003, 12:11pm

Also Vantage project tracker with document links to Todds suggestion could
be a great way togo since vantage basically has all your quote, sales, job
info. We are using Project Tracker for new products. We aren't linking every
fax and email but its not bad either.

Patrick Winter

-----Original Message-----
From: Todd Anderson [mailto:tanderson@...]
Sent: Tuesday, April 22, 2003 11:07 AM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] (OT) Project Management Software

Marty,

Your best low-tech solution may be to just setup a network drive that all
concerned have access to.

Setup one directory per quote ... such as ...?

J:\Quote-34567-ABC-Mfg

With sub directories for each type of document or revision

\call-log\( word-doc )
\drawings\part-123-R1.dwg
\emails\ ( converted to word docs ? )
\fax\ ( scanned to pdf ? )
\snail-mail\ ( scanned to pdf ? )
\sub-contract-quotes\ ....

etc.

One thing you may want to look at is a HP scan to pdf box. Off the top of
my head I don't recall the actual name of this product but it's basically a
scanner / PC combo that allows NON-TECHNICAL people to dump a stack of paper
into the hopper - hit go - and then type in an email address as the target.
So anyone can scan documents and then email them to themselves or ??? who
would then save the PDF to the target quote directory.

In my mind just finding / configuring a central repository for the different
types of communications is the real issue. Decent naming conventions for
folders and documents would come in second.

Good Luck and just out of curiosity please post your final solution ...

Todd Anderson

-----Original Message-----
From: Marty Kuphall [mailto:marty.kuphall@...]
Sent: Tuesday, April 22, 2003 10:29 AM
To: vantage@yahoogroups.com
Subject: [Vantage] (OT) Project Management Software

The president of my company asked me to ask the group what they use for
Project Management software. He's looking for something that will track/log
all aspects of a project from quote through completion. He's not mainly
looking for the Ghant type charting software but rather tracking-
Who said what and to whom
All correspondence - email, fax, snail mail, etc.
Notes regarding rev level changes
Quotes/correspondence from outside vendors relating to the project
Internal discussions/notes regarding the project
Anything else he might think of as our needs and wants change

It would be nice if the software would be capable of organizing this info
into some logical fashion so if someone is looking for, say notes regarding
Widget Rev C, we'd be able to locate if without searching through the entire
Widget project.

Any recommendations? Is Document Management powerful enough or appropriate
for this use?

Thanks for all ideas and comments,

Marty Kuphall
Controller
Ultra Tool & Mfg., Inc.

Ph. 262-703-0455
Fx. 262-703-0468

marty.kuphall@...

Yahoo! Groups Sponsor

<http://rd.yahoo.com/M=249982.3179269.4495679.1728375/D=egroupweb/S=17050071
83:HM/A=1524963/R=0/*http://hits.411web.com/cgi-bin/autoredir?camp=556&linei
d=3179269&prop=egroupweb&pos=HM>

<http://us.adserver.yahoo.com/l?M=249982.3179269.4495679.1728375/D=egroupmai
l/S=:HM/A=1524963/rand=709693647>

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/.>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<http://groups.yahoo.com/group/vantage/messages>
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service
<http://docs.yahoo.com/info/terms/> .

[Non-text portions of this message have been removed]

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Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/

system · April 22, 2003, 12:18pm

Or course, the success of any software package, or process is in direct
proportion to the diligence of the parties involved. Even the best
software tool or process fails if the parties involved donâ€™t use the
tool or worse use it intermittently. The â€œoh I forgotâ€ or â€œIâ€™ll do
it laterâ€ has successfully killed many a useful tool.

Shirley

-----Original Message-----
From: Todd Anderson [mailto:tanderson@...]
Sent: Tuesday, April 22, 2003 12:07 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] (OT) Project Management Software

Marty,

Your best low-tech solution may be to just setup a network drive that
all
concerned have access to.

Setup one directory per quote ... such as ...?

J:\Quote-34567-ABC-Mfg

With sub directories for each type of document or revision

\call-log\( word-doc )
\drawings\part-123-R1.dwg
\emails\ ( converted to word docs ? )
\fax\ ( scanned to pdf ? )
\snail-mail\ ( scanned to pdf ? )
\sub-contract-quotes\ ....

etc.

One thing you may want to look at is a HP scan to pdf box. Off the top
of
my head I don't recall the actual name of this product but it's
basically a
scanner / PC combo that allows NON-TECHNICAL people to dump a stack of
paper
into the hopper - hit go - and then type in an email address as the
target.
So anyone can scan documents and then email them to themselves or ???
who
would then save the PDF to the target quote directory.

In my mind just finding / configuring a central repository for the
different
types of communications is the real issue. Decent naming conventions
for
folders and documents would come in second.

Good Luck and just out of curiosity please post your final solution ...

Todd Anderson

-----Original Message-----
From: Marty Kuphall [mailto:marty.kuphall@...]
Sent: Tuesday, April 22, 2003 10:29 AM
To: vantage@yahoogroups.com
Subject: [Vantage] (OT) Project Management Software

The president of my company asked me to ask the group what they use for
Project
Management software. He's looking for something that will track/log all
aspects
of a project from quote through completion. He's not mainly looking for
the
Ghant type charting software but rather tracking-
Who said what and to whom
All correspondence - email, fax, snail mail, etc.
Notes regarding rev level changes
Quotes/correspondence from outside vendors relating to the project
Internal discussions/notes regarding the project
Anything else he might think of as our needs and wants change

It would be nice if the software would be capable of organizing this
info
into
some logical fashion so if someone is looking for, say notes regarding
Widget
Rev C, we'd be able to locate if without searching through the entire
Widget
project.

Any recommendations? Is Document Management powerful enough or
appropriate
for
this use?

Thanks for all ideas and comments,

Marty Kuphall
Controller
Ultra Tool & Mfg., Inc.

Ph. 262-703-0455
Fx. 262-703-0468

marty.kuphall@...

Yahoo! Groups Sponsor

<http://rd.yahoo.com/M=249982.3179269.4495679.1728375/D=egroupweb/S=1705
0071
83:HM/A=1524963/R=0/*http://hits.411web.com/cgi-bin/autoredir?camp=556
<http://hits.411web.com/cgi-bin/autoredir?camp=556&linei> &linei
d=3179269&prop=egroupweb&pos=HM>

<http://us.adserver.yahoo.com/l?M=249982.3179269.4495679.1728375/D=egrou
pmai
l/S=:HM/A=1524963/rand=709693647>

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/>
<http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/> >
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<http://groups.yahoo.com/group/vantage/messages>
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service
<http://docs.yahoo.com/info/terms/> .

[Non-text portions of this message have been removed]

Yahoo! Groups Sponsor

<http://rd.yahoo.com/M=249982.3179269.4495679.1728375/D=egroupweb/S=1705
007183:HM/A=1524963/R=0/*http:/hits.411web.com/cgi-bin/autoredir?camp=55
6&lineid=3179269âˆ=egroupweb&pos=HM>

<http://us.adserver.yahoo.com/l?M=249982.3179269.4495679.1728375/D=egrou
pmail/S=:HM/A=1524963/rand=736968961>

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder
and Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to the Yahoo!
<http://docs.yahoo.com/info/terms/> Terms of Service.

[Non-text portions of this message have been removed]

system · April 22, 2003, 12:20pm

Cynic ...

-----Original Message-----
From: Shirley Graver [mailto:shirleyg@...]
Sent: Tuesday, April 22, 2003 11:18 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] (OT) Project Management Software

Or course, the success of any software package, or process is in direct
proportion to the diligence of the parties involved. Even the best
software tool or process fails if the parties involved donâ€™t use the
tool or worse use it intermittently. The â€œoh I forgotâ€ or â€œIâ€™ll do
it laterâ€ has successfully killed many a useful tool.

Shirley

-----Original Message-----
From: Todd Anderson [mailto:tanderson@...]
Sent: Tuesday, April 22, 2003 12:07 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] (OT) Project Management Software

Marty,

Your best low-tech solution may be to just setup a network drive that
all
concerned have access to.

Setup one directory per quote ... such as ...?

J:\Quote-34567-ABC-Mfg

With sub directories for each type of document or revision

\call-log\( word-doc )
\drawings\part-123-R1.dwg
\emails\ ( converted to word docs ? )
\fax\ ( scanned to pdf ? )
\snail-mail\ ( scanned to pdf ? )
\sub-contract-quotes\ ....

etc.

One thing you may want to look at is a HP scan to pdf box. Off the top
of
my head I don't recall the actual name of this product but it's
basically a
scanner / PC combo that allows NON-TECHNICAL people to dump a stack of
paper
into the hopper - hit go - and then type in an email address as the
target.
So anyone can scan documents and then email them to themselves or ???
who
would then save the PDF to the target quote directory.

In my mind just finding / configuring a central repository for the
different
types of communications is the real issue. Decent naming conventions
for
folders and documents would come in second.

Good Luck and just out of curiosity please post your final solution ...

Todd Anderson

-----Original Message-----
From: Marty Kuphall [mailto:marty.kuphall@...]
Sent: Tuesday, April 22, 2003 10:29 AM
To: vantage@yahoogroups.com
Subject: [Vantage] (OT) Project Management Software

The president of my company asked me to ask the group what they use for
Project
Management software. He's looking for something that will track/log all
aspects
of a project from quote through completion. He's not mainly looking for
the
Ghant type charting software but rather tracking-
Who said what and to whom
All correspondence - email, fax, snail mail, etc.
Notes regarding rev level changes
Quotes/correspondence from outside vendors relating to the project
Internal discussions/notes regarding the project
Anything else he might think of as our needs and wants change

It would be nice if the software would be capable of organizing this
info
into
some logical fashion so if someone is looking for, say notes regarding
Widget
Rev C, we'd be able to locate if without searching through the entire
Widget
project.

Any recommendations? Is Document Management powerful enough or
appropriate
for
this use?

Thanks for all ideas and comments,

Marty Kuphall
Controller
Ultra Tool & Mfg., Inc.

Ph. 262-703-0455
Fx. 262-703-0468

marty.kuphall@...

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Topic		Replies	Views
OT - software for document management? Yahoo Archive	6	437	November 16, 2009
OT: IT Storage Yahoo Archive	3	329	June 10, 2005
[OT] Help Desk Software Yahoo Archive	33	1592	January 8, 2013
[Off Topic - Document Approval, Tracking, Monitoring Software] Yahoo Archive	2	294	June 8, 2007
Digest Number 1995 Yahoo Archive	0	458	August 8, 2002

(OT) Project Management Software

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