Planning and Scheduling
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Topics
- Project Plan Creation - Getting Started
- This course goes over the basics of building out the project plan.
- Pages: 16
- Review the Work Breakdown Structure
- This article describes how to see the project plan for a newly created project, or one in progress, by using the Work and Resource Management screen. This article applies to Planview Enterprise 14.
- Define Tasks and Milestones
- Learn how to define tasks and milestones in the Work Breakdown Structure
- Create Basic Relationships
- This article shows how to create relationships: chain, fan out, or fan in. It also shows how to remove (delete) a relationship. This article applies to Planview Enterprise 14.
- Work - Relationships
- Learn to create basic logical relationships between tasks and how to remove logical relationships from work
- Build the Project Plan Version 14
- The articles collected here show how to build out the work breakdown structure (WBS) for a project including adding tasks and milestones, entering durations, creating and modifying basic relationships, defining the critical path, and establishing constraints, and associating projects with strategies and outcomes. This article applies to Planview Enterprise 14.
- Review the Project Schedule using the Gantt Chart
- This article provides an introduction to the Gantt chart view of schedules in Planview Enterprise. it also provides hints for viewing constraints and milestones. This article applies to Planview Enterprise 14.
- Add Tasks and Milestones
- This article shows how to insert new tasks into the work breakdown structure and to change a task into a milestone via the Milestone Flag column. This article applies to Planview Enterprise 14.
- Link Work and Strategic (Program) Milestones
- This article shows how to link milestones on projects/work to milestones on strategic programs. This article applies to Planview Enterprise 14.
- Set Work Items to Display on the Strategy Roadmap
- This article shows how get work items (projects) to display on the strategy roadmap. This article applies to Planview Enterprise 14.
- Understand Duration vs. Effort
- This article differentiates between the concept of duration and of effort. This article applies to Planview Enterprise 14.
- Establish Constraints
- This article describes how to add constraints to project schedules. This article applies to Planview Enterprise 14.
- Associate a Project with a Program or Outcome
- This article explains how to create associations between strategic programs or outcomes. This article applies to Planview Enterprise 14.
- Enter Durations for Work Breakdown Structure Tasks
- This article explains how to use the Duration column to change the duration for tasks in the work breakdown structure. This article applies to Planview Enterprise 14.
- Calculate the Critical Path
- This article explains how to define the critical path for a project by running the CPM scheduling engine. This article applies to Planview Enterprise 14.
- Mastering Project Plan Creation
- This course goes over detailed information on building out the project plan.
- Pages: 22
- Displaying a Gantt Chart for Work
- This article provides information about the screens that can display a Gantt chart as a graphical representation of a work item's schedule. The article also lists Work and Resource Management screen columns that support using keyboard shortcuts to modify a Gantt chart.
- About the Work and Resource Management Screen's Gantt Chart Column
- This article provides information about the elements displayed in the Gantt Chart column of the Work and Resource Management screen.
- Printing or Saving a .pdf File of a Gantt Chart for Work
- This article describes printing or saving a .pdf file of the Gantt chart that you can access from the Work and Resource Management screen. This article also provides information about the abbreviations used for constraints you access through work and resource management, and includes a legend that shows how they are represented visually on a Gantt chart.
- About Project Milestones and Strategic Milestones
- This article provides general information about project milestones and strategic milestones.
- Project Plan Creation: For More Information
- Supplemental material for project planning.
- Pages: 12
- About Project Milestones and Strategic Milestones
- This article provides general information about project milestones and strategic milestones.
- Editing the WBS FAQ
- These frequently asked questions cover editing a project's Work Breakdown Structure. This article applies to Planview Enterprise 11.5 and up.
- Job Aid: Project Milestones
- This job aid (handout) provides project managers with a quick overview of how to create milestones on a project.
- Develop an Effective Work Breakdown Structure
- This best practice outlines various WBS templates for different types of work, and offers guidelines about the proper level of detail that should be captured.
- Project Schedule Business Rules
- Planview Enterprise software includes a number of business rules that govern creating a project schedule. This best practice outlines those detailed business rules.
- Determine Project Duration
- This best practice examines how the task durations, logical relationships, constraints, and resource management all contribute to effectively determining project duration.
- Using Requested Start and Finish Dates in Planview Enterprise
- This best practice explores the implications of using the Requested Start and Requested Finish dates in Planview Enterprise.
- Milestones
- Milestone activities are used to denote key events on a schedule, such as approval to proceed, phase completion, key document completed, and more. Many project managers use milestones to target and mark the completion of major deliverables.
- Critical Path Method (CPM)
- The critical path method (CPM) or critical path analysis, is an important project management tool used to determine the project schedule based on the duration and relationship of project activities. This best practice explains how CPM is managed in Planview Enterprise.
- The Integrated Work Financial Plan: In Depth
- You can select Work Financial Plan as a “version” in the Financial Planning Detail screen. This has many benefits and provides insights into many aspects of the project. This article goes over some of the things you can do with this integrated work financial plan.
- Project Plan Management
- This course goes over all aspects o fmanaging the project plan.
- Pages: 14
- Review the Work Breakdown Structure
- This article describes how to see the project plan for a newly created project, or one in progress, by using the Work and Resource Management screen. This article applies to Planview Enterprise 14.
- Work - Edit the WBS
- Learn how to insert work items into the WBS, rearrange work items using the Cut, Copy, and Paste icons, and also how to set durations for work items
- Review the Project Schedule using the Gantt Chart
- This article provides an introduction to the Gantt chart view of schedules in Planview Enterprise. it also provides hints for viewing constraints and milestones. This article applies to Planview Enterprise 14.
- Modify Relationships and Add Lag and Lead
- This article describes how advanced relationships (finish to start, finish to finish, start to finish or finish to start) can be created using the Predecessor and Successor functionality. This article applies to Planview Enterprise 14.
- Update Work Detail Attributes
- This article explains how to work with the Work Detail and Work View screens to change information about a project. This article applies to Planview Enterprise 14.
- Manage Constraints on a Project
- Learn how to manage constraints on a project
- Project Plan Management: For More Information
- Supplemental information on managing project plans.
- Pages: 4
- About the Work and Resource Management Screen's Gantt Chart Column
- This article provides information about the elements displayed in the Gantt Chart column of the Work and Resource Management screen.
- Printing or Saving a .pdf File of a Gantt Chart for Work
- This article describes printing or saving a .pdf file of the Gantt chart that you can access from the Work and Resource Management screen. This article also provides information about the abbreviations used for constraints you access through work and resource management, and includes a legend that shows how they are represented visually on a Gantt chart.
- Job Aid: Inter-Project Relationships
- This job aid (handout) provides project managers with instructions for linking activities and milestones in one project to those in another project.
- Understand Time Now
- This article defines the concept of Time Now. This article applies to Planview Enterprise 13.
- Project Baselines - Getting Started
- Basics of how to create, update, restore, and delete baselines.
- Pages: 7
- Create and Review a Baseline
- Learn how to create and review a baseline
- Baseline the Project Version 14
- This article covers best practices and concepts around baselines in Planview Enterprise. This article applies to Planview Enterprise 14.
- Create a Work Baseline
- This article tells you how to create a baseline for a project. This article applies to Planview Enterprise 14.
- Update a Work Baseline
- This article explains how to update a project baseline. This article applies to Planview Enterprise 14.
- Update a Partial Baseline
- This article explains how to update specific parts of a project baseline. This article applies to Planview Enterprise 14.
- Restore from a Work Baseline
- This article explains how to revert data from a baseline back to a previous state. This article applies to Planview Enterprise 14.
- Review the Gantt Chart to See the Baseline
- This article explains how the baseline for a project appears in the Gantt chart view. This article applies to Planview Enterprise 14.
- Mastering Project Baselines
- Detailed information on how to create, update, restore, and delete baselines.
- Pages: 9
- Creating a Baseline for a Project
- This product help article describes how to create a baseline for a work item.
- Updating Baselines
- This product help article describes how to update a baseline for a work item in Planview Enterprise 11.5, 12, 13, and 14.
- Deleting a Baseline
- This product help article describes how to delete a baseline for a work item in Planview Enterprise 11.5, 12, 13, and 14.
- Project Baselines: For More Information
- Supplemental information for Project Baselines.
- Pages: 1
- Project Baseline Best Practices
- Baselines are an effective means of measurement control to measure progress over the course of a project. This best practice offers guidelines on the optimal use of baselines in Planview Enterprise.
- Dependencies between Projects - Getting Started
- Basics of defining and working with dependencies between projects.
- Pages: 4
- Add Inter-Project Dependencies Version 14
- Dependencies show how two entities (projects, products, etc.) are related. This information shows how to work with them, and explains the types of inter-project dependencies. This article applies to Planview Enterprise 14.
- Understand the Four Types of Project Dependency
- This article contains a chart defining the four types of project dependency: required by, codependent on, dependent on, and redundant with. This article applies to Planview Enterprise 14.
- Create Dependencies between Two Projects
- This article shows how to create dependencies between two projects. This article applies to Planview Enterprise 14.
- Edit or Delete Dependencies
- This article shows how to edit or delete a dependency between two projects. This article applies to Planview Enterprise 14.
- Mastering Dependencies between Projects
- Detailed information on defining and working with dependencies between projects.
- Pages: 3
- Defining Work Dependencies
- This article describes creating, editing, or deleting a dependency between two work entities at the primary planning level (PPL), which is typically the project level.
- Reviewing Work Dependencies
- This article describes reviewing dependencies defined for a work entity at the primary planning level (PPL), which is typically the project level.
- Dependencies
- A dependency is a connection between two entities that describes how those relationships influence one another. This article identifies the type of entities for which you can define dependencies in Planview Enterprise. The article also provides general information about the classifications by which dependencies are broken down. In addition, the article describes the rules that apply to the different types of dependencies Planview Enterprise supports.
- Agile Projects - Getting Started
- Basics of using agile project management elements in Planview Enterprise.
- Pages: 7
- Set Up Agile Projects Version 14
- This article explains the uses and limitations of Agile project functionality in Planview Enterprise and provides references to more on Planview Enterprise integrations with other Agile systems. This article applies to Planview Enterprise 14.
- Create a Work Breakdown Structure for an Agile Project
- This article shows how to create the type of WBS that is needed for an Agile project. This article applies to Planview Enterprise 14.
- Understand How Sprint Dates Are Set Up in Planview Enterprise
- This article explains how sprint dates work in Planview Enterprise Agile projects. This article applies to Planview Enterprise 14.
- Maintain Sprint Data Such as Story Status and Points
- This article tells how to track sprint data in an Agile project. This article applies to Planview Enterprise 14.
- Use To-Do Lists to Capture Story Detail
- This article shows how to-do lists can help with managing Agile projects. This article applies to Planview Enterprise 14.
- Use the Sprint Burndown and Velocity Tiles
- This article describes the uses of the Sprint Burndown tile and the Velocity tile in Agile projects. This article applies to Planview Enterprise 14.
- Store Documents Related to Stories
- This article explains how to use the Content area of Planview Enterprise to store documents related to Agile projects. This article applies to Planview Enterprise 14.
- Mastering Agile Projects
- Detailed information on using agile project management elements in Planview Enterprise.
- Pages: 2
- Agile Projects: For More Information
- Supplemental Information for Agile Projects.
- Pages: 3
- Implementing Agile in Planview Enterprise
- This best practice explains basic concepts of using Planview Enterprise for Agile and offers guidelines for setting up Planview for Agile.
- Addressing Management Concerns about Agile
- This best practice offers tips for addressing typical management concerns about the agile concept.
- Managing Agile Projects
- This best practices explains the concepts, principles, and roles regarding Agile Project Management.
Content
This course goes over all aspects of building out the project plan. The project plan, or work breakdown structure, consists of the tasks, milestones, dates/durations, relationships, constraints, costs, and resource demand for a project. This course goes over all aspects of building the project plan. It is a part of the Planning and Scheduling capability. Use the Getting Started topics to learn from our training material, and the Mastering topic for more detailed product help content.