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The PRINCE2 Accelerator › The PRINCE2 Methodology › How to Use the PRINCE2 Methodology

How to Use the PRINCE2 Methodology

A variety of ways exist for an organization to implement and manage their projects using the P2 methodology. For example, consider a financial institution that handles everything to do with banking. They are headquartered in the U.K. but have several offices in different countries. They have a project management office that includes a PRINCE2 certified project manager and project support staff. They are currently in the process of adopting PRINCE2 methodology. The PRINCE2 project manager requires to create various reports (controls) throughout the various stages of the project. The goal is to have the reports reviewed and approved in a timely manner and any requests for changes to the reports sent back immediately to the project manager.

The following are some sample workflows involving different PRINCE2 players that can be associated with the above scenario:

Flow 1: PRINCE2 Project Manager Creates a Report
  1. Project manager creates a PRINCE2 report in CA Clarity PPM and submits for review.
  2. Project manager initiates the document review and approval process manually.
  3. Project Board members receive a notification to review the report.
  4. Various Project Board members review and approve the report.
  5. Any changes needed are communicated back to the project manager.
  6. Project manager views report status from the PRINCE2 Dashboard, Project Report Status portlet.
  7. If report is rejected, project manager makes changes and resubmits the report.
Flow 2: Project Board Member Reviews a Report
  1. Project Board member receives a notification asking them to review a specific report.
  2. Project Board member navigates to the Action Items portlet in the CA Clarity PPM Organizer.
  3. Project Board member selects the appropriate action item and drills down to the actual report.
  4. Project Board member reviews the actual report contents and either approves or rejects report.
  5. The approval status of the report changes and is reflected in Reports list view portlet, report properties page, and Project Report Status portlet.
Flow 3: PRINCE2 Senior Executive/Senior User Drills Down to a Project from the Executive Dashboard
  1. In CA Clarity PPM, senior executive navigates to the Executive Dashboard.
  2. Senior executive selects the Project Status page.
  3. Senior executive sees a project that is running behind schedule and falling behind the desired run rate for products completed.
  4. Senior executive selects the specific project to drill down for more details.
  5. At the project level, senior executive navigates to the task list and selects the product breakdown structure filter.
  6. Senior executive drills down to the product details and notices that no one is allocated to a particular product.
  7. Senior executive makes an informed decision on an appropriate response once a checkpoint report is routed for review and approval for this specific project.