Workplan and Progress Management

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Topics

Overview of Workplan and Progress Management
Enabling the Workplan Structure
Task Attributes for Your Workplan
Creating and Updating Workplans
Setting Up Workplans
Defining Additional Workplan Settings
Defining Workplan Multicurrency Settings
Selecting Workplan Rate Schedules
Creating Tasks
Selecting Task Types
Controlling the Task Outline Level for New Tasks
Defining Task Details
Summary of Task Effort, Cost, and Earned Value Information
Managing the Task Schedule
Associating Cost Codes with a Task
Creating Resource Assignments
Defining Resource Assignment Details
Integrating Work Planning with the Project Team
Reviewing Resource Usage
Planning Resources From The Bottom Up
To Plan Resources From The Bottom-Up
Creating Team Roles
Planning Resources From The Top Down
Defining Task Dependencies
Updating Financial Information
Mapping Tasks
Creating Task-to-Project and Task-to-Task Associations
Using Task Execution Workflow Processes
Managing Tasks
Copying Tasks
Moving Tasks
Updating Tasks
Deleting Tasks
Managing the Project WBS for a SOV Enabled Project
Managing Workplan Effort and Cost
Defining Planned Effort at the Task Level
Defining Planned Quantity and Cost for Resource Assignments on Tasks
Calculating Costs and Refreshing Rates
Example of Task Effort Calculation
Updating Periodic Amounts
Reviewing Workplan Cost
Reviewing Workplan Cost and Effort
Adjusting Cost and Quantity for Resource Assignments
Cost and Effort without Resource Classes
Versioning a Workplan
Designating a Baseline Workplan Version
Deleting a Published Workplan Version
Workplan Statuses
Approving and Publishing Workplans
Viewing Workplans