Microsoft Project Templates and ContextPortal™ Templates

Contents

• Introduction
• What is the value of Microsoft Project templates?
• What is a ContextPortal™ Template?
• How do you import a ContextPortal™ template?
• What ContextPortal™ templates are available?
• What are some other examples of added value provided by ContextPortal™?
• The Templates

You jump start Microsoft Project by using an out-of-the-box project template. Select a template for your domain and you benefit from a standardized project plan that captures the best practice tasks in your business area. Project performance improves with effective communication among team members and with the ability to track issues with respect to project tasks. Unless you have the right tool, project messages will remain disconnected from the tasks themselves. This condition reduces the effectiveness of project management, tracking, and team communication.

ContextPortal™ templates provide a solution that associates project tasks with relevant messages and documents. ContextPortal™ templates maintain the same structure as Microsoft Project templates. For example the figure below shows part of a Microsoft Project template for a new business; it has the same structure as the corresponding ContextPortal™ ConceptMap beneath it.

ContextPortal™ automatically classifies e-mails into the task categories in the template. Projects benefit from the capability to maintain an integrated information-to-task view.

MODEL Technologies Inc. offers six ContextPortal™ templates derived from Microsoft Project templates. The ContextPortal™ templates provide out-of-the-box standardized concepts compatible with the corresponding Microsoft Project templates.

Follow these steps to add the power of context to your Microsoft Project plans:

• Equip yourself with Microsoft Project and ContextPortal™ for Outlook®
• Open a Microsoft Project template in Microsoft Project - they are all available on your hard drive if you have installed Microsoft Project 2003.
• Import the ContextPortal™ template into your ContextPortal™ ConceptMap
• Train the concepts with representative e-mails
• The benefits you gain:
• the system automatically classifies and links e-mails into the task-concepts
• you can browse cross-referenced project tasks and e-mails to quickly find relevant project information

Download ContextPortal™ Templates Now

[Top]

• Availability – By using a Microsoft Project template you take advantage of a pre-built task structure, ready out of the shelf.
• Standardization – Microsoft Project templates provide a commonly accepted solution for organizing tasks.
• Best Practices – Microsoft Project templates are a compilation of best practices in project planning for their specific domain.

[Top]

A ContextPortal™ template is a pre-built organization of concepts in a business domain. A ContextPortal™ template can be imported into the ConceptMap in ContextPortal™, to extend your set of taxonomies.

Terminology

• ConceptMap – A tree of concepts, with additional capabilities to maintain cross references between elements of the concept tree.
• Taxonomy – A system for classifying information in a domain of interest.

[Top]

Select a concept in the ContextPortal™ ConceptMap, right-click and a menu will appear, as shown below.

Select “Import from…”, select the file to import, click ok, and the template’s concept structure will be created in the ConceptMap.

[Top]

The following templates are available on your computer when you install Microsoft Project 2003:

• Microsoft Exchange 2000 Deployment – 387 tasks
• Microsoft SharePoint Portal Server v2.0 Deployment – 272 tasks
• Microsoft Windows XP Deployment – 501 tasks
• New Business – 101 tasks
• New Product – 104 tasks
• Project Office – 83 tasks

[Top]

• You receive informative e-mails that can serve as a basis for lessons learned – ContextPortal™ classifies messages into the lessons learned categories.
• You receive e-mails discussing risk issues – The e-mails can be associated with the general “risk issues” task as well as other tasks involving risk.
• You receive e-mails discussing particular cost/benefit tradeoffs – The e-mails can be associated with the general “cost/benefit tradeoffs” concepts as well as other related concepts.
• You receive user feedback – ContextPortal™ classifies the e-mails according to the subject of the feedback.
• You receive e-mails regarding meetings – ContextPortal™ classifies the e-mails into the meeting tasks.
• You receive e-mails regarding issues – ContextPortal™ classifies the e-mails into the issues tasks. ContextPortal™ will additionally route e-mails to specific issues concepts.
• You receive e-mails regarding resources – ContextPortal™ classifies the e-mails into the resources tasks. ContextPortal™ will additionally route e-mails to the specific resource concepts.

[Top]

Each template is presented below, in terms of:

• Number of Microsoft Project tasks – The number of tasks in the Microsoft Project Template
• ContextPortal™ for Outlook View – A screen snapshot of part of the template, as it looks imported into ContextPortal™ for Outlook®

Microsoft Exchange 2000 Deployment

Number of Microsoft Project tasks – 387

ContextPortal™ for Outlook View

[Top]

Microsoft SharePoint Portal Server “v2.0” Deployment

Number of Microsoft Project tasks – 272

ContextPortal™ for Outlook View

[Top]

Microsoft Windows 2000 Server to Windows XP Deployment

Number of Microsoft Project tasks – 501

ContextPortal™ for Outlook View

[Top]

New Business

Number of Microsoft Project tasks – 101

ContextPortal™ for Outlook View

[Top]

New Product Development

Number of Microsoft Project tasks – 104

Example View

[Top]

Project Office

Number of Microsoft Project tasks – 83

Example View

Back to Templates Page

Create a new user account

[Top]