# Adding Projects to the PMO This guide explains how to add new projects to the Project Management Office (PMO) system. ## Overview The PMO system provides centralized visibility into all projects, enabling effective management and coordination. Adding a project to the PMO involves creating a project registry entry and updating the dashboard. ## Prerequisites Before adding a project to the PMO, ensure you have: 1. A clear project name and unique identifier 2. An understanding of the project scope and objectives 3. A project-specific tracking system set up (GitHub repo, Trello board, etc.) 4. An estimate of the project timeline and milestones ## Step-by-Step Process ### Step 1: Prepare Project Information Gather the following information for your project: - **Name**: Human-readable project name - **ID**: Unique identifier (e.g., PROJ-001, FEAT-002) - **Status**: Active, On Hold, Completed, or Planned - **Priority**: Critical, High, Medium, or Low - **Health**: Green (Healthy), Yellow (Caution), or Red (At Risk) - **Tracking URL**: Link to your project-specific tracking system - **Owner**: Project owner (for future multi-person projects) - **Dependencies**: Other projects this project depends on (if any) - **Due Date**: Key milestone or completion date - **Progress**: Current completion percentage (0-100%) - **Next Milestone**: The next major milestone to achieve ### Step 2: Create Project Entry 1. Navigate to the `pmo/artifacts/projects/` directory 2. Choose your preferred format: - For human-readable format: Use the `.md` template - For AI processing: Use the `.json` template 3. Copy the appropriate template file: - `PROJECT_TEMPLATE.md` for Markdown format - `project-template.json` for JSON format 4. Rename the file using the convention: `{PROJECT_ID}_{PROJECT_NAME}.{md|json}` - Example: `PROJ-001_EcommercePlatform.md` 5. Fill in all the project details gathered in Step 1 ### Step 3: Complete Project Details Fill out all sections of the project entry: - **Description**: Provide a detailed explanation of the project - **Objectives**: List the main objectives to be achieved - **Milestones**: Define key milestones with target dates and status - **Resources**: List team members, budget, and tools - **Risks**: Identify potential risks with mitigation strategies - **Notes**: Add any additional relevant information ### Step 4: Update the Dashboard 1. Navigate to `pmo/artifacts/dashboard/` 2. Update the `DASHBOARD_TEMPLATE.md` or create a current dashboard file: - Add the project to the "Project Overview" table - Update the "Status Distribution", "Priority Distribution", and "Health Indicators" counts - Add the project to the "Priority Queue" if appropriate - Include any recent activity in the "Recent Activity" table - Update the "Summary Statistics" 3. Update the "Last Updated" timestamp 4. Consider the project's timeline in the "Timeline View" ### Step 5: Review and Validate 1. Ensure all required fields are filled out correctly 2. Verify that the tracking URL is accessible 3. Double-check dates and percentages for accuracy 4. Confirm the project priority and health status are appropriate 5. Ensure the next milestone is clearly defined ## Best Practices - **Be Consistent**: Use consistent terminology and formatting across all projects - **Keep It Current**: Regularly update project status and progress - **Link Don't Duplicate**: Provide links to detailed tracking systems rather than duplicating information - **Prioritize Accuracy**: Ensure health and priority indicators accurately reflect project status - **Use Clear IDs**: Use meaningful project IDs that help identify the project type - **Update Regularly**: Update the dashboard when project status changes ## AI Agent Integration If you're using AI agents to manage projects: - Use the JSON format for better machine readability - Maintain consistent field values to enable automated processing - Update the `last_updated` field whenever changes are made - Follow the established schema to ensure compatibility ## Example For a reference implementation, see the sample project: `pmo/artifacts/projects/SAMPLE-001_DemoProject.md` ## Troubleshooting **Problem**: Not sure what priority to assign? **Solution**: Use this guide: - Critical: Project blocks other work or has immediate business impact - High: Important project with near-term deadlines - Medium: Standard project with moderate importance - Low: Nice-to-have or long-term project **Problem**: Not sure what health status to assign? **Solution**: Use this guide: - Green: Project is on track, no significant issues - Yellow: Project has some concerns, monitoring needed - Red: Project has significant issues requiring immediate attention ## Maintenance - Review project statuses regularly (weekly recommended) - Archive completed projects to a separate directory - Update dependencies when they change - Clean up outdated information periodically