Project and Work Management
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Topics
- Requests
- Requests, FastTrack
- Pages: 1
- Create Requests
- This mixed media article provides an overview and best practices for creating new requests.
- Project Creation
- Project Creation, Fast Track
- Pages: 2
- Add a Project (Add Work)
- This mixed media article provides information on how to add project work.
- Work Information
- Work Information, Fast Track
- Pages: 1
- Update Work Detail Attributes
- This mixed media article explains how to work with the Work Detail and Work View screens to change information about a project.
- Work Management
- Formerly Work Overview, FastTrack
- Pages: 4
- Understand the Organization of the Work Menu—Portfolio View
- This mixed media article explains the user interface of the Work portfolio View.
- Work Management Overview
- This mixed media article provides an orientation to the most frequently used work management screens and contains links to additional articles.
- Overview: Entity View
- This mixed media article provides an overview of the Entity View screens and includes a video on the Work View.
- Access the Work and Resource Management Screen
- This mixed media article shows the two different ways to access the Work and Resource Management screen.
- Project Plan Creation
- Project Plan Creation, FastTrack
- Pages: 7
- Create Basic Relationships
- This mixed media article shows how to create relationships: chain, fan out, or fan in. It also shows how to remove (delete) a relationship.
- Review the Work Schedule
- This mixed media article describes how to see the work schedule (WBS) for a newly created project, or one in progress, by using the Work and Assignments/Work and Resource Management screen.
- Add Tasks and Milestones
- This mixed media article shows how to insert new tasks into the work schedule and to change a task into a milestone via the Milestone Flag column.
- Understand Duration vs. Effort
- This article differentiates between the concept of duration and of effort.
- Establish Constraints
- This mixed media article describes how to add constraints to work schedules.
- Calculate the Critical Path
- This mixed media article explains how to define the critical path for a project by running the CPM scheduling engine.
- Review the Project Schedule using the Gantt Chart
- This mixed media article provides an introduction to the Gantt chart view of schedules in Portfolio and Resource Management. it also provides hints for viewing constraints and milestones.
- Project Baselines
- Project Baselines, Fast Track
- Pages: 2
- Baseline the Project
- This mixed media article covers best practices and concepts around baselines in Portfolio and Resource Management.
- Review the Gantt Chart to See the Baseline
- This article explains how the baseline for a project appears in the Gantt chart view E1 - PRM 15.
- Project Dependencies
- Project Dependencies, FastTrack
- Pages: 3
- Understand the Four Types of Dependency
- This article contains a chart defining the four types of project dependency: required by, codependent on, dependent on, and redundant with.
- About Inter-Project Dependencies
- 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.
- Create Dependencies between Two Projects
- This article shows how to create dependencies between two projects.
- Project Financial Information
- Project Financial Information, Fast Track
- Pages: 4
- Enter Project Financial Plan
- This article provides important definitions for work financial planning as well as links to ways to view and work with financial data for a project.
- Understand the Organization of the Financial Planning Detail Screen
- This mixed media article provides an overview of the Financial Planning Detail Screen.
- Understand the Category and Focus Controls
- This article provides an overview of the Category and Focus controls on the Financial Planning Detail Screen.
- Load Labor Effort
- This article explains how to bring labor effort (such as actual time reported) and expenditures into your financial plan.
- Project Tracking and Execution
- Project Tracking and Execution, FastTrack
- Pages: 2
- Track and Execute Work
- It's important to keep track of the progress of project work. The information provided here covers some of the ways project execution can be tracked in Portfolio and Resource Management.
- Understand Project Dates and Durations
- This article provides definitions of important concepts around dates and durations, and provides an example.
Content
This course provides high-level introductions to the most commonly used project/work management tools, in the order in which they are most commonly used, from request, to planning, to execution, to closure.