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Planview Customer Success Center

Planning and Scheduling

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Project Plan Creation - Getting Started
This course goes over the basics of building out the project plan.
Pages: 16
  • 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 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.
  • 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.
  • Work - Gantt Chart
  • 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.
  • Define Tasks and Milestones
    Learn how to define tasks and milestones in the Work Breakdown Structure
  • 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.
  • 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
  • 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.
  • Work - Scheduling and Critical Path Methodology
Mastering Project Plan Creation
This course goes over detailed information on building out the project plan.
Pages: 22
Project Plan Creation: For More Information
Supplemental material for project planning.
Pages: 12
  • 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.
  • About Project Milestones and Strategic Milestones
    This article provides general information about project milestones and strategic milestones.
  • About the Paste Options Screen
  • About Constraints
  • 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
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
Mastering Project Baselines
Detailed information on how to create, update, restore, and delete baselines.
Pages: 9
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
  • 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.
  • 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.
Agile Projects - Getting Started
Basics of using agile project management elements in Planview Enterprise.
Pages: 7
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

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.