Introduction

Projects are made up of multiple decisions - often multiple times each day. But some things can't be decided immediately. Sometimes we need more information, to trial things or to collaborate with others. And some decisions (even those we make unilaterally) should be recorded to demonstrate why a certain course of action was (or wasn't) taken. These decisions not only help us in the progression of the current project, but may also inform others in future projects.


The Decision Tracker is the place to record and manage these decisions.


Accessing the Decision Tracker

A counter of Open Decisions is on the Project Home. Clicking the counter navigates to the Decisions Tracker.


The Decisions Tracker can also accessible from the left-hand side navigation bar...


The Decisions Tracker

The Decisions Tracker provides a table of all decisions related to the project - open and closed.


Viewing/Managing a Decision

Select any decision to enter the editor... 


Selecting a decision opens a form which can be updated...

These form fields are...

  • Status. HORIZON PPM provides the following options to track the overall status of an decision... 
    • Open
    • Closed

Note: All new decisions have a default status of Open.

  • Question. The question that this decision needs to answer.
  • Description. The description is the opportunity to provide additional details, context and background to the question.
  • Decision. The final decision - optionally including where and when the decision was made.
  • Decision Maker. The person responsible for making the decision.
  • Date Raised. The date the question was first raised. (Sometimes questions are recorded retrospectively. The history  log also tracks the immutable date the question/decision record is created).
  • Raised By. Tracking the person that asked the question that drives the decision - potentially on behalf of someone else. 
  • AI Scores: These scores appear in the Project Priorities views that provide clarity to project teams in their prioritisation of the work.
    • Urgency. An indication of the urgency associated with completing the decision. This is a time based metric.
    • Scale. An indication of the scale and effort involved in completing the decision.
    • Impact. The material impact of completing the decision - typically in support of the project business case. 
    • Complexity. An indication of the relative ease or complexity involved in delivering the decision. 

Note: All are scored from Very Low to Very High. The default for all AI Scores is Medium.

  • Target Date. The target date for a decision to be made.
  • Comments. Comments relating to the decision.
  • Tags. An optional field to add tags to a decision. To add a tag type the word or words and press the return key (this may be a go button or similar in the virtual keyboard on a mobile device). The system then highlights the new tag in blue but doesn't submit the form allowing additional tags to be added.

Note: Tags are a powerful feature allowing easy identification and access to common items across the projects and portfolios. See the Tag Search page for more details.

  • Last Updated. An automatically updated field displaying the last date/time this action was updated


Adding a new Decision

To add a new decision select the Add button at the top right of the table.

Adding a new decision opens the same form as described in Viewing/Managing a Decision. See above for details.

Once the form is submitted and the new decision is created and the user will be redirected back to the Decisions Tracker with the table refreshed to display the new decision.


Deleting a Decision

To delete a decision enter the specific action (see Viewing/Managing a Decision above) and then select the Delete button at the bottom left of the form.


HOIZON PPM will prompt for confirmation of the deletion before proceeding.


Once the user confirms the deletion by selecting OK to proceed HORIZON PPM will provide confirmation of the decision then return the user to the Decisions Tracker