IP Library Granted Patent US 9,785,915
Granted Patent B2
US 9,785,915 · App. 15/064,934 · Granted Oct 10, 2017

Methods for managing a project

Inventors: Scott A. Defusco (Haymarket, VA); Jeffrey David Eckerle (Eagan, MN); Lisa Anne Rabideau (Northborough, MA); Benjamin Joe Rossi (Potomac Falls, VA); Mark J. Nutter (Woodbury, MN)
Assignee: DELTEK, INC.
G06Q10/103G06F17/248G06F17/30064G06Q10/063118G06Q10/1093
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Quick Facts
Patent No.
US 9,785,915
App. No.
15/064,934
Granted
Oct 10, 2017
Kind
B2
Abstract

Methods for managing a project are disclosed. The methods comprise accepting at least two project templates from a database, wherein the project database contains personal project templates and work project templates categorized by type of project. A start date and/or an end date for each project template may be accepted. Information related to each project template may be automatically generated. The information related to all project templates may be aggregated and a user may access the information related to all project templates from one user interface.

Claims (27)

1. A method for managing at least one project, comprising:

accepting at least two project templates from at least one project database, wherein the at least one project database contains personal project templates and work project templates categorized by type of project;

accepting at least one start date and/or at least one end date for each project template, the start date and the end date defining the duration of the at least one project;

automatically generating information related to each project template, the information related to each project template comprising: at least one milestone, at least one task, and at least one calendar event; and default time periods between the at least one milestone, the at least one task, and the at least one calendar event;

automatically generating actual due dates for the at least one milestone, the at least one task, and the at least one calendar event, wherein the actual due dates are determined using the duration of the at least one project; and

aggregating the information related to all accepted project templates and allowing at least one user to access the information related to all accepted project templates from one user interface;

wherein the information related to the accepted project templates comprises: at least one decision point; at least one audio and/or video file; at least one document; at least one meeting; at least one discussion forum; at least one conversation; at least one note; and at least one link;

wherein the notes are personal notes from the user designated as related to at least one project template and/or the notes are personal notes from a person other than the user designated as related to at least one project template; and wherein the notes are designated as private or designated for sharing with persons other than the user.

2. The method of claim 1 , wherein the at least one project template is a sponsored project template sponsored by a third party entity.

3. The method of claim 1 , wherein the at least one project template is a non-sponsored project template sponsored by at least one entity controlling the at least one project database.

4. The method of claim 1 , wherein the information related to the accepted project templates is integrated with at least one user's calendar.

5. The method of claim 4 , wherein the information related to the accepted project templates comprises: at least one calendar event; at least one task; or at least one meeting; or any combination thereof.

6. The method of claim 4 , wherein the information related to the accepted project templates are integrated into the at least one user's calendar based on the at least one user's current schedule and the time it takes to complete the information related to the accepted project templates.

7. The method of claim 4 , wherein the at least one user's calendar comprises information from at least one work project template and at least one personal project template.

8. The method of claim 1 , wherein at least one contact from at least one user's third party service is invited to access at least one project template.

9. The method of claim 8 , wherein the at least one contact is allowed access to at least one piece of the information related to the at least one project template based upon at least one privacy setting.

10. The method of claim 1 , wherein advertising is generated based upon at least one piece of information related to at least one project that is currently being utilized by at least one user.

11. The method of claim 1 , wherein sponsor-generated information is provided to at least one user based upon at least one piece of information related to at least one project that is currently being utilized by the at least one user.

12. The method of claim 4 , wherein tasks, calendar events and meetings related to the accepted project templates are shown on the at least one user's calendar.

13. The method of claim 1 , wherein at least one meeting related to the accepted project templates is organized utilizing the user interface.

14. The method of claim 13 , wherein at least one agenda for the at least one organized meeting comprises: task and/or subtask information to be discussed at the at least one meeting; documents, links, audio and/or video files, or any combination thereof related to the task and/or subtask information to be discussed at the at least one meeting; or conversations to be discussed at the at least one meeting; or any combination thereof.

15. The method of claim 14 , wherein the at least one agenda is edited during the at least one meeting.

16. The method of claim 15 , wherein a record of the at least one organized meeting is kept, comprising: task and/or subtask information discussed at the at least one meeting;

documents, links, audio and/or video files, or any combination thereof related to the task and/or subtask information discussed at the at least one meeting; or conversations discussed at the at least one meeting; or any combination thereof.

17. The method of claim 1 , wherein notes related to the accepted project templates are shown in at least one notebook aggregating all notes in all accepted project templates.

18. The method of claim 17 , wherein the notes comprise: text, audio; or video; or any combination thereof.

19. The method of claim 17 , wherein the at least one user is able to navigate through the notes by project; meeting topic; author; or date; or any combination thereof.

Assignments (5)
RELEASE OF SECURITY INTEREST RECORDED AT REEL 039656 FRAME 0347 Recorded Dec 27, 2016
From: JEFFERIES FINANCE LLC
To: DELTEK, INC.
Reel/Frame 041198/0469 →
RELEASE OF SECURITY INTEREST RECORDED AT REEL 039656 FRAME 0392 Recorded Dec 27, 2016
From: JEFFERIES FINANCE LLC
To: DELTEK, INC.
Reel/Frame 041198/0543 →
AFTER-ACQUIRED FIRST LIEN PATENT SECURITY AGREEMENT (FIRST SUPPLEMENTAL FILING) Recorded Aug 11, 2016
From: DELTEK, INC.
To: JEFFERIES FINANCE LLC
Reel/Frame 039656/0347 →
AFTER-ACQUIRED SECOND LIEN PATENT SECURITY AGREEMENT (FIRST SUPPLEMENTAL FILING) Recorded Aug 11, 2016
From: DELTEK, INC.
To: JEFFERIES FINANCE LLC
Reel/Frame 039656/0392 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 27, 2016
From: DEFUSCO, SCOTT A.; ECKERLE, JEFFREY DAVID; RABIDEAU, LISA ANNE; ROSSI, BENJAMIN JOE; NUTTER, MARK J.
To: DELTEK, INC.
Reel/Frame 038392/0288 →
Continuity (3)
Continuation 13532098 · Jun 25, 2012
Provisional Application 61501606 · Jun 27, 2011
Related Publication 20160189104A1 · Jun 30, 2016