Work Management

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Work management

Work management provides project managers the ability to develop a work plan or schedule by defining the timeline, milestones, activities, and resources required to deliver the work. This capability allows work managers to define and classify risks, issues, and change requests, track and manage project execution and delivery, and report on the overall status and health of projects.

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Planning and Scheduling

Provides work managers with the ability to view and manage all work details. They can develop the schedule or plan by defining the timeline, milestones, activities, and resources required to deliver the work. Resulting business outcomes include:

We can implement a standardized work planning and scheduling process for projects and other planned work.
We can plan work milestones and categorize these milestones to drive project status reporting.
We can define the phases of work or activities at a detailed level that supports resource forecasting and planning.
We can forecast the effort required to deliver the work, expressing this demand against the relevant organizational and resource type.
We can use schedule templates to apply planning standards and to drive consistency and efficiency.

Changes, Risks, and Issues

Supports the definition and classification of change requests, risks, and issues and the tracking of any subsequent actions, approvals, or escalations. Resulting business outcomes include:

We have a standard and consistent method for capturing and managing project change requests, risks, and issues.
We have a single organization-wide repository of change request, risk, and issue information, which can be automatically consolidated into project status reports.
We can measure the volume of project risks and group and categorize them to understand their impact on the successful delivery of projects.
We can measure the volume of project issues and categorize them to identify projects that could deliver late, over budget, or outside scope or quality.
We can understand the impact of change requests on project schedules and financial plans and approve or re-baseline accordingly.

Execution and Tracking

Supports the project manager to manage the project through the execution and delivery stages and to report on the overall status and health of the project. Supports the management of all work types, whether project-based or lights-on work. Resulting business outcomes include:

We can monitor actual effort reported to timesheets and determine how this effort has contributed to project progress.
We have a single, timely, and accurate organization-wide view of project status, with all reporting needs being met from this single version of data.
We can view portfolio-level status reports based on project status information.
We can compare the performance of a project against financial and schedule baselines and schedule variance alerts.

Capability resources

Capability usage
Quickly gain value by following these Portfolios steps and best practice recommendations for project and resource managers.
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Design and set up
Explore design and set up recommendations for resource management in Portfolios with these steps for Planview administrators.
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Get started
Get started with foundational knowledge and the key benefits of adopting connected Portfolios-ProjectPlace.
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Process flows
Review step-by-step guidance, process flows, and best practices for end users to achieve specific business outcomes.
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Reports and outputs
Leverage reports and analytics to track actual hours spent on project and non-project work.
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Work management

Planning and Scheduling

Changes, Risks, and Issues

Execution and Tracking

Capability resources

Capability usage

Design and set up

Get started

Process flows

Reports and outputs