kb:ppm:tools
Table of Contents
02 Tools
ZENKIT
Task Management, Project Planning, Resource Estimation…
Project Plan
Purpose: project overview & planned invoice dates
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add the total amount of estimated hours and all assignees to the main/parent entry
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do not add start/end date (or timeline bar on right hand) to main/parent entry
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create subtasks for each milestone (usually == invoice)
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add assignee(s) and hourly estimate to subtask
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add timeline bar to subtask
Project Pipeline
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For each new opportiunity, create a new entry
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Track state of opportunity
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An opportunity becomes a “Project” at the time of creating the quote
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add project number to opportunity
Once the PO is in, set to “Ordered/Implementing…”After invoicing, once money is in the bank, archive
TOGGL
Purpose: Time tracking
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Actual working time per project and task
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Very important for controlling / billing / post-mortem!
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Create a project for each quote and add line items as tasks
Planning and Timeline.xlsx
Purpose: Weekly project controlling, internal & external status meetings
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Weekly planning
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actual hours
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progress
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forecast
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budget
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planned invoice dates
GITLAB
GitLab is our main tool for tracking the software development aspects of a project. This includes Git for the source code control and Issues for anything related (tasks, milestones, bugs, features, discussions, …). By using the Gitlab Issues we maintain a single source of truth about a running project. Everyone involved can read it, see what others are working on and (one of the most important aspects) can comment and discuss the issues.
DOKUWIKI
draw.io
Link to the most recent desktop version: https://get.diagrams.net/.
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kb/ppm/tools.txt · Last modified: 2026/07/02 11:17 by alexander.elbert