The Climate PM App: Collaborative Project Management

These are the instructions for the Climate PM application, at https://app.climatepm.com.

Summary: We can’t change what we can’t measure. This is a collaborative effort to document existing climate change mitigation projects worldwide and suggest new ones based on CO2e reduction, cost, and project length. See what it will take to have an impact in what timeframe and for what cost. We are sorely missing a global plan for the near-term future to reach our climate goals – this seems to be an idea in the right direction.

Purpose: The app is designed to crowdsource a project plan containing well-defined CO2 reduction activities done by various groups, along with timelines and cost/CO2e metrics. Not only might this summarize the impact of the many local projects so we can see how well we are doing in the fight against climate change, it could also be used to suggest projects and see how those suggestions move us closer to our climate goals.

Note: Sign-in is not required to explore how to use the Climate PM app. You can get started drawing nodes right away, they will just not be saved when you reload the page. Simply right-click in the main window and start following the instructions below.

For Beginner Users – Start Exploring

Step 1. Basic Navigation

Scroll your mouse wheel (Mac users: move two fingers up and down on your trackpad) to zoom in and out.

Drag anywhere on the canvas to move the screen in that direction.

The right-click menu will offer options depending on where you are in the program. Use it to change things like the title of a node, the node color, and more.

Step 2. Adding Activities

Right-clicking will allow you to add activities or project collections that will help in organizing activities. There are three types of activity nodes:

Activity – the basic element of work in the overall project plan. These can be connected with each other by connecting the Prev and Next circles on adjacent Activities. Double-click anywhere on the Activity to bring up a panel on the left for editing the Activity properties. Note that the panel is the only place where you can delete an Activity you have added.

Merge Activities – this node merges the calculated fields of exactly two input activities and provides a single properly calculated output.

Checkpoint – this node provides an output where you can view the project totals feeding into the checkpoint. The numbers will not update until you click Recalc.

Step 3. The Recalc Button

The Recalc button applies scheduling logic to the Activity nodes and allows you to calculate the project length, total cost, and total CO2e reduced when a Checkpoint node is used. It updates all numbers in your graph, including those in Activities that are used to keep track of project length, cost, and CO2e reduced prior to that Activity.

You should Recalc before reading numbers from Checkpoint nodes to make sure you have the most correct numbers. If you do not see numbers updating, it is because you have an unfilled node that takes two or more inputs that are currently empty. Make sure all inputs are provided for and connected to the Checkpoint in an unbroken chain.

Step 4. Project Collections

With Project Collections you can organize your Activities by project, and you can use the same collections to organize Project Collections by city, city Collections by state or province, those Collections into countries, and finally tally up all the Collections from a given area into a single Checkpoint so you can see the total number of project days required, cost, and CO2e reduced.

When you create your Project Collection, you can add and connect Activities as usual using the Prev and Next nodes on the Activities. However, there must be at least one Project Input (in the upper left box when you are viewing the Project Collection) to communicate with the higher level of organization. There must also be one Output to integrate your Project Collection totals with the higher level of organization.

To exit the Project Collection, either right-click and select Close or click the X on the upper left dialog box where the Project Inputs reside.

For Experienced Users Ready to Edit the Project Plan

Step 1. Sign Up and Verify Email

You won’t be able to view the actual Project Plan without first signing up. Enter your intended username and password, then click Sign Up. Then you will need to Verify Email, which will send an email to your address with a link to click for verification.

Step 2. Refresh the Page and Click on Load

There will be a note to refresh the page. After that, clicking on Load will allow you to see the activity graph at last. If you do not see the graph, make sure the Status indicator in the upper right of the window says that you’re Signed In.

Step 3. Basic Instructions – Load, Save, Download, and Recalc

The Load button retrieves the graph from the server while the Save button saves your changes. After saving, you will need to Load again before making any new changes. This will allow you to pick up changes from other users and is what makes this a truly collaborative application.

If in doubt, always click Load.

If you have a change to make, click Load, then quickly make your change and click Save.

When you are ready to make another change, repeat the above step.

If you go for long periods of time without saving your work, you may unfortunately lose your work if you either click Load or refresh the page.

Usage Notes

There is no way to delete Project Collections since they contain Activities and other Project Collections from multiple users.

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