Program - Project Management

Transcription

1 Program - Project Management Powered by Autodesk PLM 360 Coordinate and track projects throughout the lifecycle of a product New Product Introduction (NPI) is the term used to describe the complete process of bringing a new product to market. Also referred to NPDI, or NPD, NPI requires the focused efforts of numerous teams within an organization, as well as an extended network of partners and suppliers, to ensure the success of any particular product in its marketplace. These processes are a critical differentiator of success for company success. New products are consistently the #1 factor for company growth by manufacturers. For top performing companies, 36.3% of sales revenues is derived from new products (APQC/PDI 2011). Yet 86% of new product ideas never make it to market and 50 to 70 percent of all new product introductions fail (ref Deloitte Mastering Innovation, 2004). Clearly generating profit from new ideas is far from easy. Autodesk PLM 360 is able to help program and project management with the visibility, collaboration and coordination to drive the right focus around the right ideas, to consistently bring innovative and exciting new products to market on time and budget with optimal resource use. Features and Benefits Document Requirements Coordinate and track projects right across the lifecycle of a product Easily work together and collaborate with everyone involved Flexible and configurable to drive your unique needs and processes Marketing can correctly describe and quantify customer needs and potential Aligns Service Marketing and Delivery to be consistent with Product Marketing Service can effectively install and support the product Speeds and streamlines Engineering's ability to design and test the product September 28, 2012 Page 1

2 Sales gets the training and product knowledge to get more orders Order Admin can accept, record, and process sales orders Improves Manufacturing's ability to build, test and deliver what the customer ordered Finance and Admin easily and correctly recognize and allocate costs and revenues The Customer gets exactly what is needed, when wanted, and at the right price All of the above on budget and on schedule New Product Introduction (NPI) Components The NPI app consists of one workspace called the New Product Introduction this is used to capture the information at each section of the stage-gate and it has an associated workflow in order to manage the lifecycle states. The NPI app is used in conjunction with the Project Management and task workspaces to track progress. See Workflow Actions in WikiHelp to learn more about lifecycle states in Autodesk PLM 360. New Product Introduction (NPI) Groups, Roles, & Permissions The NPI App powered by Autodesk PLM 360 is delivered out-of-the-cloud with groups, roles, and permissions already defined. The only requirement for the System Administrator is to create a user and assign the user the group named Engineering, Manufacturing, Program/Project. See Adding Users in WikiHelp for more information on adding users and assigning groups. Workspace Role Permission New Product Introduction New Product Introduction [R/W] Read / Write New Product Introduction [R] New Product Introduction [WF] Read Only Workflow The NPI app comes configured with one workflow permission NPI General Permissions. This is part of the role New Product Introduction [WF]. You will need to create additional permissions for each phase in order to separate the users that can approve each phase. See Permissions and Workflow in WikiHelp. New Product Introduction (NPI) Workspace Section Permissions To ensure that only the correct users have access to edit or update each section of the stage-gate process, you need to add some extra permission to the item sections. Add item section permissions 1. Select Administration > Setup > New Product Introduction > Item details tab. 2. Click the edit section icon. September 28, 2012 Page 2

3 3. The Editing a Section dialog is displayed. Turn on the Workflow Locking check box. This will lock editing of the fields in relation to the workflow. Locking the fields does two things: It makes the fields in the section editable only by users who can perform the next available actions in the workflow It locks editing of the fields by anyone once the workflow has reached the Lock state. 4. Turn on Show/Hide Advanced Permission Options. This allows you to select which user groups have access to add or edit the section in the item details tab. You can see below that for Phase 1 Conceptualization only the group Sales Management can edit where Engineering, Manufacturing, and Quality have View-only access. 5. Continue this process for Phase 2, 3 and 4 adding the relevant user groups to each section of the stagegate. September 28, 2012 Page 3

4 Using the New Product Introduction (NPI) Workspace The NPI Workspace is where relevant Concept, Investigation, Planning and Execution details are collected. This information is the baseline for the stage-gate team to approve or not approve the workflow to move to the next gate. Create an NPI 1. Log into Autodesk PLM 360 with a user that has permissions to create a new inspection. See Adding Users in WikiHelp for more information on adding users and assigning groups. 2. Select Main Menu > Program Management > New Product Introduction. 3. Click New to add a new NPI. 4. Complete the details for phase 1 of the NPI. Fill out all the fields marked with a * as they are required before saving the record. Click Save. September 28, 2012 Page 4

5 All people selected under the "Required Approver" field will have to approve before the workflow can ti 5. Select the Workflow Actions tab. Select Start Phase 1 from the drop down to kick off the NPI and pass it to the relevant users who have permission to review the NPI. Only members selected as part of the Team field can advance the workflow forward You can now see that the workflow has moved to the Investigation phase. Only members selected as part of the Team field can advance the workflow. This is true for all of the future phases. September 28, 2012 Page 5

6 6. It s now the role of the selected group users to complete the details and then submit it for gate 1 review. September 28, 2012 Page 6

7 7. The team now submits the Phase 1 details. 8. It s now the role of the required approvers to approve the gate. All people selected under the Required Approver field have to approve before the workflow can continue. This is true for all of the future gate reviews as well. 9. Repeat this process for the remaining phases until the NPI is complete. September 28, 2012 Page 7

8 Configuring the New Product Introduction (NPI) Workspace Add a new field In this section you ll learn how to configure and change the NPI app to enhance or better meet your company s needs. You can configure all of the fields that make up the NPI app, known as the workspaces in your PLM 360 solution. You can also add columns to workspace tabs that display data in tabular format. For details, see Configure Forms and Tables in WikiHelp. In this example, you are going to add an extra field in the item details tab on stage 2 of the stage gate process. 1. Go to Administration > Setup > New Product Introduction > Items Details Tab. You are going to add a new field called Market Research plan below Projected costs. September 28, 2012 Page 8

9 2. Click Add Field. 3. Complete the details for the new field. For more information on field format types, see Configure Forms and Tables in WikiHelp. In this example we ll use the Paragraph type. September 28, 2012 Page 9

10 4. Drag the new field from the Unassigned Fields dialog to the Item Details Fields dialog. Place the new field in the Phase 2 Investigation section below the Projected Costs field. Click Save Layout. September 28, 2012 Page 10

11 The new Market Research Plan field is now in the Phase 2 Investigation section. This process can be repeated for each section of the item details where needed. September 28, 2012 Page 11

12 Configuring the New Product Introduction (NPI) Workspace Add milestones to track the NPI The NPI app includes a script that automatically creates milestones. 1. Select the Key Milestones tab of the newly created NPI item. Milestones for each gate review have been created. From within this tab you can control and edit the milestones for each phase of the NPI workflow, and then add this to a project to see the progress of the NPI. For help on configuring milestones, see Milestones in WikiHelp. 2. These milestones can be generated automatically with the creation of an item in the NPI workspace. Use behaviors to run scripts when a new item is created or edited. To access behaviors, navigate to: Admin > Setup > workspaces > New product Introduction > Behaviors. The Workspaces tab shows which script has been associated with the workspace. September 28, 2012 Page 12

13 3. To view the script, navigate to Admin > Setup > Scripts and then select the NPIMileStones script from the Action Scripts section. For more help, see the WikiHelp tutorial on Scripting Basics. September 28, 2012 Page 13

14 Add an NPI to the Project Management Workspace Once you have created an NPI item and added or edited any fields that you need for you company-specific areas, you want to track this NPI on the project level. 1. Select Main Menu > Project Management. 2. Click the Add icon to create a new project. 3. Complete the fields: Title, Description, Team, and Project Image. Select the team members then click the arrow 4. Select the Schedule tab and then click Add to add the NPI. September 28, 2012 Page 14

15 5. Start typing the NPI item name in the Title/Item field. A list of all the NPIs that match the text are displayed. Select the one you want and then click Save. The NPI with the associated milestones from the NPI is automatically populated in the Project Management tab. Note that the % complete is now at 20% as this is the current state of the NPI workflow September 28, 2012 Page 15

16 You can now see that the NPI is listed under the Project Management schedule. The timeline reflects the milestones from the NPI and will automatically be updated as the NPI workflow progresses. To adjust the timeline for the NPI, open the NPI item and click in the Milestones tab and adjust the dates. Adding NPI Tasks to the Project Management Workspace You created an NPI item and added it to the project management workspace. You now need to allocate tasks to people so that the NPI stages can be completed. 1. Select Main Menu > Program Management > Tasks. 2. Create a new task item and complete all the details. The task could be, for example, to capture the investigation plan details in the NPI. September 28, 2012 Page 16

17 As before with the NPI, the milestones for the task are created automatically using a script. The next step is to assign the task to a user. The user receives an stating there is an action to complete. 3. Select the Item Details tab of the task you want to allocate and then scroll down to the Owner and Change Summary. Click Change next to Owner. September 28, 2012 Page 17

18 4. In the Change Owner dialog box, select a user or search for one. You can now add the newly created task to the project created earlier. 1. Select Main Menu > Project Management. 2. Select the project and then click the Schedule tab. Begin typing the name of the task in the Title/Item field. Select the task and then click Save. Note the milestones are automatically brought through to the Project tab. 3. Repeat this process for all the tasks needed to complete the NPI, and assign the owners for each task. September 28, 2012 Page 18

19 Adding Attachments to the NPI and Tasks Workspaces You can add file attachments such as images or PDF files to either the NPI or the tasks. Select the Attachments tab and then either drag-and-drop files from a folder onto the Attachments tab or click Upload and then select the file in the File Upload dialog box. September 28, 2012 Page 19

20 Program Project Management Powered by Autodesk PLM 360 Creates NPIs Track Projects Approves & Processes Go through Are attached to Files Track Manages Creates & Allocates Are associated with Workflow Are attached to Tasks Owns & Maintains Milestones Triggers Control Are associated with Go through Creates Script Permissions Workflow Triggers Milestones Creates Script July 18, 2012