ROM
This user guide demonstrates how users can create a ROM (Rough Order of Magnitude) for a new project or work request.
Steps to Create a ROM
- Open the PPMO Tool.
- In the Main Menu click Forms. A pull down menu appears with ROM.
- Click ROM. The ROM Forms page displays two sections: Forms and Lists.
- In the Forms section click New Project and the Summary Tab displays. Complete the necessary fields.
- Project Name: Provide a name for the project.
- Net New Service: Select Yes or No from the drop-down menu to indicate if the project is a new service.
- CPT: Select the CPT alignment. Note: More than one CPT can be selected.
- Community Segment Impacted: Select what segment will be directly affected by the project.
- Work Type: Select Major or Minor from the drop-down menu. Note: Major projects generally, but not always, require a PM based on project size, complexity, or visibility.
- Roadmap Project: Select Yes or No from the drop-down menu to indicate if the project was identified on Education or Administrative Roadmap.
- VIP: Select Yes or No from the drop-down menu to indicate if the project was identified by Faculty, Assistant Dean, etc.
- ROM Sponsor: Enter the name of the individual who is the Sponsor of the proposed project.
- Community Primary Contact: Enter the point of contact (Note: This field may be the same as the Sponsor Name).
- Desired Completion (Date or Term): Enter the date or term the project should be completed.
- Complete the necessary fields in the Project Overview and Benefits section.
- Opportunity Statements: Provide a need and opportunity statement that gives a general description, in business terms, of the needs or opportunities that are to be addressed by the request.
- Benefit Realization: Indicate the strategic benefits by selecting the check boxes.
- Indicate how the project aligns to the CPT-strategic roadmaps in the Community Strategic Alignment section.
- Complete the necessary fields in the Scope and Objectives section. Define the scope and objectives as they relate to the goals of the business areas and processes within scope.
- Describe the major constraints and assumptions required to meet the proposed request’s objectives.
- Desired Outcomes: Enter the desired results.
- Assumptions / Constraints / Dependencies: Enter the assumptions, constraints, or dependencies that should be considered.
- Describe the possible risks associated with not completing the project in the Risk section.
- Complete the necessary fields in the Effort & Cost section. If applicable, list any technologies or services, including third-party vendors, that would be a part of this project. (Warning: The user will not be able to enter an effort estimate unless the ROM has been saved. The Save button is on the bottom right of the ROM form).
- Click Add or Edit Effort Estimate to add an estimate cost. This allows the user to enter estimated costs for the project.
- Description: Describe the solution.
- Solution Details: Enter any relevant notes.
- Click Add Line to enter the Cost Estimate Solution (Note: Click the red X to delete a Cost Estimate Solution).
- FY: Determine the fiscal year the solution is needed.
- Category: Select the type of solution from the drop down menu (Resource, Service, Hardware, or Software).
- Description: Enter the solution type (Java Developer, Big Data Developer, Project Manager, SAAS, License Fee, etc).
- Unit Cost: Enter the rate for the solution.
- Hours/Qty: Enter estimated hours for the solution.
- Click Save the Solution Detail will display in the Cost / Effort section.
- Add as many solutions lines as necessary to describe the full cost of the project.
- Click Save if the ROM will be submitted at a later time. (Warning: After saving, the option to delete the ROM before it is submitted will appear at the bottom of the screen).
- Click Submit if the ROM is ready to be reviewed by the WPT Board.
- Click Add or Edit Effort Estimate to add an estimate cost. This allows the user to enter estimated costs for the project.