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HPC - Tools Projects Module Brochure en

The Projects Module is a new application being developed by OCHA to replace the older On-line Project System (OPS) with a more flexible and customizable tool for project planning, allowing projects to be created whether or not they are associated with strategic plans. A pilot version was released in 2017 to obtain user feedback, and the consultation process involves global clusters testing a demo and providing input to guide further enhancements like multi-year project support and improved data output.

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32 views2 pages

HPC - Tools Projects Module Brochure en

The Projects Module is a new application being developed by OCHA to replace the older On-line Project System (OPS) with a more flexible and customizable tool for project planning, allowing projects to be created whether or not they are associated with strategic plans. A pilot version was released in 2017 to obtain user feedback, and the consultation process involves global clusters testing a demo and providing input to guide further enhancements like multi-year project support and improved data output.

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PROJECTS MODULE

HPC.TOOLS AND THE PROJECTS MODULE

HPC.Tools is a suite of applications, referred to as modules, designed by


OCHA to enable the humanitarian community to manage the structured
information around the humanitarian program cycle (HPC): needs
indicators, strategic and cluster plan frameworks, response indicators,
activities and projects, 3W and financial data. They support the cycle at all
stages: identification of needs; strategic, cluster-level and project planning;
periodic monitoring; presence mapping and financial tracking.

The Projects Module, is an emerging member of the HPC.tools family. It is the intended replacement for the older On-line Project
System (OPS), replacing it with a more flexible, customizable, multi-purpose project planning tool. While providing seamless integration
with the other HPC tools through common information structures, data sharing and vocabulary, the Projects Module allows the creation of
projects whether or not they are associated with plans or funding cycles within the connected system. In so doing it not only provides a
suitable platform for integrating projects into a strategic planning process, but can be utilized in those situations lacking significant pre-
planning. In late 2017 a pilot version of the application was released to the field in Libya and Chad as the first step to obtaining
community feedback for the next iteration of development planning.

WHY ARE WE REPLACING “OPS”?


OPS has been facilitating project planning,
approval and publication since 2009, and
over its years of service it has become
dated. The feedback from users made it
increasingly clear that it was time for a more
modern platform updated for today’s field
realities and user needs.

An important consideration in the design of


an OPS replacement was to ensure that
valuable features and functionality were
identified and included. The new Projects
Module is designed to start where OPS left
off and add to its value with increased levels
of flexibility, ease of use, and integration
with other tools in the field.

NEW PROJECTS MODULE OVERVIEW

The Projects Module manages the creation and maintenance of a


Humanitarian Project. The user is guided to complete a highly
customizable Project Form which is saved and tracked going forward
through an equally customizable and transparent approval workflow
process. The underlying data-driven control structures which make
this flexibility possible, allow a wide range of Project Types and
integration with other strategic planning data.

Once created, Projects can be located on a zoomable map and


revisited for editing, workflow management, and/or reporting
purposes. Extensive filtering features allow groups of Projects to
be assembled and exported for collective analysis as desired.
PROJECTS MODULE
KEY FEATURES

The first iteration of the development process has yielded a pilot


version of the new Projects Module with the following desirable
enhancements to the prior projects support application:

▶ Flexible Plan- and Cluster-related input. The project input


fields are configurable to meet specific plan requirements.

▶ Indicator, disaggregation and caseload imports. Allows


importing of key data from the planning module (RPM) to
simplify connecting projects to strategic plans.

▶ Workflow management. A flexible workflow feature allows


tracking of project state from inception to funding.

▶ Cluster indicators, caseloads and budgets. Bringing a high


level of detailed planning about project activities and costs.

▶ Interactive map for locating projects geographically.

THE CONSULTATION PROCESS AND NEW FEATURE PLANNING


Integral to the design of the new Products Module is an effort to Field responses to the Libya and Chad pilot have already inspired
meet the requirements of the diverse members of the humanitarian a preliminary list of enhancements for next release consideration.
community. With this in mind, the development planning includes an
intensive consultation phase. EARLY PROPOSED FEATURE ENHANCEMENTS

In this phase, global clusters are invited to test-run a demo of the ▶ Multi-year project support for projects that span more than
pilot version as a starting point for discussion. A questionnaire is one calendar year.
included in the discussion invitation, which the cluster can send out ▶ Multi-plan projects for projects that are associated with more
to the field colleagues to consolidate feedback after which the than one plan.
coordinator, IMO and a few field focal points can join a conference
call to share their perspectives and feedback. This opportunity will ▶ Enhanced budget breakdowns allowing detailed project
be extended to other types organizations as well to obtain the budget support for complex project configurations
broadest problem scope.
▶ Improved data output, including more flexible project
summary reporting.
The consultations are not the only opportunity to provide feedback
or comments, the iterative development of the Program Module ▶ User experience and system performance enhancements
allows us to accept and incorporate feedback at any point if needed. based on feedback from our users.

TIMELINE FOR THE NEW PROJECTS MODULE

FOR FURTHER INFORMATION

Nick Imboden | Product Manager | imboden@un.org | +41 22 917 3940.


Monitoring Platforms and Tools Section | Assessment Planning and Monitoring Branch | OCHA Geneva

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