PM: Project Management System

PM is a project management sytem specifically designed to manage tech transfer projects.

Overview

Project workflow

---------------------------------------------------------------------------------------------
#9  Pfizer        R&D  |xxxxx | Contract received by post          
#10 Sanofi        aR&D |xxxxx | Contract sent by post office       
#7  Novartis      R&D  |xxxxx | Elodie received the doc            
#6  J&J           R&D  |xxxx  | Get OK from university; still waiting answer from others
#8  BMS           R&D  |xxxx  | Recontact Thierry; still waiting for option proposal
#12 GSK           R&D  |x     | Wait for starting meeting 
---------------------------------------------------------------------------------------------           

Project workflow dashboard displays all the ongoing projects. Information provided are:

• Id (used in the command to refer to the project);
• Short name;
• Status of the project which can be: Start, Progr (scientific program in discussion), Budge (budget in discussion), Contr (contract is being negociated), Sign (contract is in the signature process), Done (See command > commit for further details);
• Progress bar indicator until project completion;
• Date of last action;
• Useful comment on the last action.

Project history

---------------------------------------------------------------------------------------------
Project #9  Pfizer     R&D   150 kEUR     Duration:  4 months
---------------------------------------------------------------------------------------------
   1   05/06/2016     --  Start |x     |  -                                  
   2   30/09/2016   117d  Sign  |xxxxx |  -                                  
   3   30/09/2016     0d  Sign  |xxxxx |  Wait for original by post office
---------------------------------------------------------------------------------------------    

Project history dashboard shows all the action made on the project. Information provided are:

• Node of the action in the history (used in the command to refer to a particular action);
• Date of action;
• Number of days between the last action and the current one;
• Progress bar indicator;
• Comment on the action.

Statistics

---------------------------------------------------------------
  Stats from 05/03/2015 to 30/09/2016      User: A.GAUTIER
---------------------------------------------------------------
  Total amount signed........  475 kEUR
     * Licenses..............    0 kEUR
     * R&D/MTA...............  475 kEUR
  Total amount in nego.......  857 kEUR
     * Licenses..............  120 kEUR
     * R&D/MTA...............  737 kEUR
---------------------------------------------------------------
  Cash per project...........   78 kEUR
  Cash per license...........   24 kEUR
  Cash per rnd...............  101 kEUR
---------------------------------------------------------------
  Number of projects
     * Total.................. 17
     * Signed................. 2
     * Active................. 15
  Number of licenses
     * Total.................. 5
     * Signed................. 0
     * Active................. 5
  Number of R&D
     * Total.................. 12
     * Signed................. 2
     * Active................. 10
---------------------------------------------------------------
  Average time to Done........  8 months
---------------------------------------------------------------

Report

![Screenshot of report] (https://github.com/theeko74/pm/blob/master/Example1.png)

Install

It works with python3 on any platform (tested on Mac OS X and Windows). To generate reports, you will need Word/Office.

1. Clone the repo;
2. Install dependencies via requirements.txt
3. Create a blank JSON file to be used as the database;
4. Run with python

git clone https://github.com/theeko74/pm
cd pm && mkdir database && cd database && touch db.json
pip install -r requirements.txt
python3 pm.py status

If you want to access anywhere the pm sytem, you will need to add it to the PATH:

• Unix

  • Open .bash_profile in your user directory;
  • Add export PATH=/directory/to/pm/folder/:$PATH;
  • Restart terminal.

• Windows

  • Settings > System > Advanced settings;
  • Environment variables > PATH > Add /directory/to/pm/folder/.
  • chcp 65001 to display unicode characters in the cmd console.

Settings

• PROGRESS_CHR, unicode character, styles the character for the loading bar.
• PROGRESS, dict, maps status of the project with loading bar indicator.
• WIDTH, int, defines the width of the table.
• WARN_TIME, int, defines the number of days before a red flag is shown.
• DATABASE_FILE, string, defines the filename for the databse in JSON format.

Commands

• pm status displays the standard project dashboard. Several options:

  • pm status --all or -a diplays all the projects (including the ones that are done);
  • pm status -o [options] sorts the project workflow table by options. Options take:
  • date
  • status
  • name
  • pm status -extended or -e display an extended project dashboard.

• pm stats displays the statistics on the current year. Options are:

  • pm stats --start [-S] [DATE] --end [-E] [DATE] displays the statistics between the start date and the ending date;
  • pm stats --year [YEAR] displays the statistics on the year.

• pm history [ID] displays the history of the project number [ID].

• pm add -n "[PROJECT NAME]" -t "[PROJECT TYPE]" -m [EURO] adds a new project to the workflow taken the mandatory parameters:

  • [PROJET NAME] name of the project; * [PROJECT TYPE] can be;
    • R&D;
    • Lic for license;
    • aR&D for amendment of a R&D;
    • aLic for amendment of a license;
  • [EURO] is potential amount in kEUR;

• pm rm [ID] removes the project [ID] from the workflow.

• pm update [ID] modify the project, with arguments:

  • --name changes the name of the project;
  • --type changes the type;
  • --money changes potential amount of the deal;
  • --money-year changes/adds the potential for the current year;
  • --pi changes/adds the name of the principal investigator;
  • --summary chnages/adds a summary of the project.

• pm commit [ID] commits a new action to the project number [ID]. Additionnal options can be added:

  • --status [STATUS] or -s changes the status of the project. It can be:
    • Start when the project just start (first meeting, etc.);
    • Nego when negociations are engaged with a partner;
    • TS when a termsheet is being discussed;
    • Contr when a contract is drafting;
    • Sign when the contract is in the signature process;
    • Done when the contract is signed and project closed.
  • --message "[MESSAGE]" or -m adds a message to the commit.
  • --delete [NODE_NUMBER] or -d deletes a node in the history of the project.
  • --amend [NODE_NUMBER] [key:value;key2:value2] or -a amend an existing commit. Node number is optional; if not specify, it will update the last node.

• pm report generates a word report saved in ./Report folder. With argument --excel it generates a report in Excel.

Database

Data are stored as JSON format to be easly exported to another app or webservice.

Example:

{
    "projects": [
        {	
        	"id": 15,
            "money": 100,
            "money_year": 100,
            "name": "Sanofi",
            "type": "R&D",
            "summary": "Amazing project to deal with",
            "pi": "Eleine",
            "history": [
                {
                    "comment": "-",
                    "date": "2016-09-09T17:59:13.154581",
                    "node": 1,
                    "status": "Start"
                },
                {
                    "comment": "Wait for minutes of meeting validated",
                    "date": "2016-09-30T18:11:14.212896",
                    "node": 2,
                    "status": "Start"
                }
            ]
        }
	...
	]
}