Before being released, software projects go through an integration phase. At the start of an integration phase, the main features of the software are complete. The integration is concerned with validating the software and fixing any final issues.

At the end of 2017, Resultra entered its own integration phase. Since the main features were complete, Resultra could be used to manage and track its integration tasks. Using Resultra this way on a real world project provided many insights and validated Resultra for personal project management.

Developing a Custom Template for Personal Project Management

Before using Resultra to track its integration, a basic template for personal projects was needed. This included a form to create a new or to update existing integration tasks. This template also includes lists to review and update tasks which are either backlogged or a work in progress.

Resultra’s custom form designer was used to create the forms, and the tracker settings were used to setup the lists. The images below show one of the forms and lists:

Resultra-Screenshot-FormView
Resultra-Screenshot-WIP

Simplified Tracking for Personal Project Management

There are many software applications for project management and tracking. These applications often have numerous features to support teams of people working together on a project. However, when working alone on a project, or serving as a project manager who rolls up the contributions of others, these kinds of features are overkill.

In other words, for personal project management, project tracking can be simplified. This was definitely the case for Resultra’s integration. For example:

  • Since only a single person is working on the project, every task is assigned to the project’s owner. This in itself greatly simplifies the workflow and reduces the amount of extraneous information displayed.
  • Initially, a separate list was added showing which tasks need triaging. However, this was found to be overkill. With full knowledge beforehand of what the integration task entailed, triage related information, such as the task’s priority, could be entered directly in the form to create new tasks.
  • Often times, work on the project would get ahead of itself and a task would be complete before it was entered into the tracker. To support this case, a form to enter a previously completed task was added.

Leveraging More Powerful Features

When tracking Resultra’s integration, many aspects of the project tracking could be simplified. However, the tracking still incorporates several of Resultra’s more powerful features, such as calculated fields and dashboards.

For example, rather than a single checkbox to mark a task complete, the tracker incorporates a custom, weighted checklist. There is an “overall progress” calculated field to track the overall completion. The image below illustrates what this checklist looks like in a form.

ExampleFormulaChecklist

The project tracker also includes a dashboard with some summary results. The example below shows a snapshot of overall progress and remaining tasks at fixed time intervals. From the results below, one could see the number of resolved tasks is steadily increasing each week; however, the remaining backlog is not decreasing, so new issues are being found as fast as they are being resolved.

ResultraScreenshotDashboardTimeIncrement

Summary

For personal project management, Resultra provides a simplified tracking system. However, the project tracking can be customized for more sophisticated tracking of project completion or summary results.