Create the Work Schedule
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- Create the Work Schedule
- Create the Work Schedule chapter in PM training materials E1 - PRM. Plus Milestone job aid.
- Pages: 18
- Create the Work Schedule
- The articles collected here show how to build out the work schedule for a project including adding tasks and milestones, entering durations, creating and modifying basic relationships, defining the critical path, and establishing constraints, and associating work with strategies and outcomes.
- 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.
- Link Work and Strategic (Program) Milestones
- This article shows how to link milestones on projects/work to milestones on strategic programs.
- Set Work Items to Display on the Strategy Roadmap
- This article shows how get work items (projects) to display on the strategy roadmap.
- Understand Time Now
- This article defines the concept of Time Now.
- Understand Duration vs. Effort
- This article differentiates between the concept of duration and of effort.
- Enter Durations for Schedule Tasks
- This article explains how to use the Duration column to change the duration for tasks in the work schedule.
- 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.
- Calculate the Critical Path
- This mixed media article explains how to define the critical path for a project by running the CPM scheduling engine.
- 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.
- 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.
- Export Gantt as a PDF
- This article explains how to export Gantt chart elements to PowerPoint Timeline for further formatting.
- Export Gantt as a PowerPoint Timeline
- This article explains how to export Gantt chart elements to PowerPoint Timeline for further formatting.
- 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.
- Establish Constraints
- This mixed media article describes how to add constraints to work schedules.
- Associate a Project with a Program or Outcome
- This article explains how to create associations between strategic programs or outcomes.
- Job Aid: Project Milestones
- This job aid (handout) provides project managers with a quick overview of how to create milestones on a project.
- Manage Iterative Work
- Manage Iterative Work chapter from PM book E1 - PRM.
- Pages: 7
- Manage Iterative Work
- The articles collected here show how to work with the iterative work views in the system (Backlog and Schedule and Backlog), which allows you to create action items at lower levels on the schedule to which time is not reported.
- Understand Iterative Work Views and Columns
- This article explains the concepts of iterative work management views and columns in work scheduling.
- Create and Prioritize Action Items on the Backlog View
- This mixed-media article shows how to use the Backlog view on Work and Resource Management to create a list of action items.
- Work with Action Items on the Schedule and Backlog View
- This article shows how to use the Schedule and Backlog view on Work and Resource Management to associate dates or work schedule lines with action items.
- Assign Resources to Action Items
- This article shows how to use the Schedule and Backlog view on Work and Resource Management to assign resources to action items.
- Update Action Item Status
- This article shows the options for marking an action item complete or setting it to another status.
- Work with Action Item Tiles
- This mixed-media article shows how to use tiles that display the action items assigned to the signed-in user or for a specific project.
Content
The project plan, or work 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, including iterative work (action items) and associating documents and other content with projects.