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
Using the List View
Using the Hierarchy View
Using the Gantt Display View
Managing Progress
Overview of Progress Management
Understanding Progress
Understanding Earned Value Measures
Selecting Progress Options
Selecting Progress Options for a Workplan Structure
Selecting Progress Options for Tasks
Selecting Progress Options for a Financial Structure
Collecting and Managing Progress
Choosing an Approach for Collecting Progress
Collecting Actual Quantities and Costs
Collecting Progress for Deliverables
Collecting Progress for Resource Assignments
Collecting Progress for Tasks
Deriving Physical Percent Complete
Using Cost to Derive Physical Percent Complete
Using Effort to Derive Physical Percent Complete
Using Deliverables to Derive Physical Percent Complete
Using Work Quantity to Derive Physical Percent Complete
Collecting Progress for Workplans
Rolling Up Physical Percent Complete
Using Duration or Manual Option to Roll Up Physical Percent Complete
Using Cost or Effort to Roll Up Physical Percent Complete
Managing Progress for SOV Enabled Project
Correcting and Backdating Progress
Using Progress to Replan Workplans
Integrating with Scheduling Tools
Deriving Physical Percent Complete for Financial Structures
Managing the Workplan Lifecycle Using Baseline Versioning
Advanced Project Planning and Control