Execution and Tracking

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Baseline the Project

The Baseline the Project chapter in the PM training material E1 PRM 15.

Pages: 6

Baseline the Project
This mixed media article covers best practices and concepts around baselines in Portfolio and Resource Management.
Create a Work Baseline
This article tells you how to create a baseline for a project.
Update a Work Baseline
This article explains how to update a project baseline E1 PRM 15.
Update a Partial Baseline
This article explains how to update specific parts of a project baseline E1 - PRM 15.
Restore from a Work Baseline
This article explains how to revert data from a baseline back to a previous state E1 - PRM 15.
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.

Track and Execute Work

The Track and Execute Work chapter from the PM training material E1 - PRM 15.

Pages: 13

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.
Understand Project Progress
This article provides explanations of important concepts around how the progress of projects is captured in the system.
Status Work by Percent Complete (Part of Project)
This article explains how to track the progress of a project by percent complete rather than from timesheet data.
Set Work to Progress as Planned
This article explains the concept of progress as planned and gives instructions for setting the Progress As Planned option in the Work Detail screen.
Understand Remaining Allocations and Maximum Utilization
This article shows how maximum utilization (how much effort can be assigned to a resource beyond their capacity before work slips) is calculated.
Understand Progressing Options and Rules
This article describes the options for managing how unfinished work or unused assignments are rescheduled when the project is progressed.
View Expired Effort Columns
This article shows options for viewing effort that has expired.
Review Work Baselines
This article reviews the process of checking the baseline against a project's current schedule during the execution stage of the project.
Understand Assumed Completed vs. Completed Statuses
This article differentiates between the Assumed Completed and Completed project statuses.
Create an Assumed Completed Filter
This article describes how to create a filter to show only work with the status of Assumed Completed.
Update Assumed Completed Work Status
This article shows how to change the status of an Assumed Completed project.
Update Milestone Status
This article shows how to change the status of a milestone.

Manage Project Documents

Content Management chapter in PM training. E1 - PRM 15

Pages: 5

Manage Project Documents
This article provides some key concepts for managing documents in Portfolio and Resource Management.
Add Project Documents
This article explains how to upload a file into Portfolio and Resource Management and associate it with a project.
Review Project Documents and Document Metadata
This article shows how to access the Review Content screen to learn more about a project document.
Check Out, Update, and Check In a Project Document
This article shows how to use the Review Content screen to check out, revise, and check in documents associated with a project.
Copy Template Content to a Project
This article explains how to create copies of content in the Global and Template folders to use as the basis for new documents.

Content

Understand the functionality that allows you to manage the project through its execution, including project baselines, the management of the schedule, resource demand and resource assignments, and reporting on the overall status and health of the project as it moves toward completion.