so I'm managing a project thats larger than my normal scope - and while I'm pretty much on my own, some tasks will be handed out to others, and I need to report nearly daily on where we are at.

Right now I have the following documents on the go:

  1. project libre plan/gannt with a WBS list of tasks etc
  2. similar structure in a word document, where I update with ideas, links, thoughts, next actions etc for each task
  3. a word document with key points - for sharing with the boss

... and I'm starting to get lost in constant collating of notes back and forth between these systems.

How do real PMs handle this?! :) Is there a better way?


2 Answers 2


As PM, one of your main tasks is to make sure the communication and information is flowing to the correct people in the correct way. There's no one-size-fits-all solution (that I'm aware of, at least!) but some important points must be taken into account when dealing with all the documents you have to deal with.

  • Documentation must be useful. Every line of document you write must have a purpose. Documents are built for an end, there's no sense maintaining a document for the sake of having the document. Remember / review CodeGnome's law, it's also useful.
  • Understand your audience. As you mentioned, you have a specific report for the boss to track how's things going in a high level view. When dealing with senior management, is important to make sure the documentation is as objective as possible. The time one have available to dedicate to a task (like reviewing a plan) is inversely proportional to his pay rate. Likewise, tracking tasks directly into a Gantt may sound complex, you may think of using a task tracking tool.
  • Assess what are the common documentation used in other projects. The WBS and Gantt you mentioned are known and should be kept. The word doc you mention you have could be translated into a RAID log, which would be more easily understood by other PMs when discussing about what you have in your project.
  • Assess what are the documentation with redundant information. And get rid of it. In a project I was working on, there was one Excel to track resources and a MS project to track tasks. Needless to say the first thing I did once I joined the project was to get rid of that Excel.

In the end, keeping documentation up to date and making sure the communication and information is correctly flowing across the project is your main role, so it's expected it to take a considerable part of your time.



I guess it is one of the most common problems - a PM needs to use bunch of tools and methods to steer the project and keep everyone happy except himself. It is true that you need 4 core aspects:

  1. Planning/schedule
  2. Organizational environment for collaboration
  3. Analytics and metrics
  4. Reporting

I would suggest taking a look at tools that offer everything in one place. MS Project is a great tool for planning but it is weak on all the other parts. Take a look at Eylean board. It is simple to use and quick to learn but contains variety of features for mature project management and collaboration.

  • thank you, I guess my main problem is containing the huge amounts of notes, links, ideas that I have for every item in my gantt. For now, I'm keeping my word doc in sync with the gantt (projectlibre) - but I might just start keeping everything in the notes field of Libre, even though its not as quick to access.
    – egg
    Commented May 27, 2014 at 20:08
  • Take a look at evernote or one note, those are great for storing different types of info in one place, works well for R&D related business :)
    – VidasV
    Commented May 28, 2014 at 9:29

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