“Project Work with Planview Adaptive Work”

Project Work Plan using Planview Adaptive Work.

Project Work Plan: What Is It? The Work Plan, or WBS (Work Breakdown Structure), provides access to a structured plan of subprojects, milestones, and tasks for your current project. Here, you can manage and track work items and their details, hierarchy, and actual data using time tracking and progress updates for your work items.Â

You can add a new work item to the project:Â

Project Work Plan: What Are the Items in the Work Plan?

Milestones

An AdaptiveWork marker can be used as a gateway or a hammock:Â

• A gateway milestone is essentially a point in time when the deliverable moves from one phase to another. “At this point, the project moves from one phase to the next.” Completion is indicated by either approval or rejection at the gateway.Â

• A landmark hammock represents a major milestone that may depend on external dates for its start and end, with dates typically derived from subtasks, and is generally used to represent a project phase.Â

To create a hammock, simply add subtasks to your milestone. The start, end, and total duration of the milestone are automatically calculated based on the subtasks. Additionally, the milestone’s progress is aggregated from the internal tasks.Â

Note: In the project hierarchy AdaptiveWorkproject hierarchy, milestones are always below a project and above a task (as shown in the Work Plan above). Milestones cannot have sub-milestones.Â

Tasks

In AdaptiveWork, a project manager can create tasks within any work item in the project. A task can be broken down into other subtasks. At that point, the parent task becomes a container—also known as a “hammock”—and acts as a milestone, aggregating the effort, duration, and financial values of the subtasks below it.Â

A task can be redefined and assigned a different hierarchy to accommodate project changes, by redefining the task as a child or parent of any task or milestone.Â

Subprojects

There are likely many different types of projects underway in your organization. Some of them may be simple work plans with just a few milestones and tasks, while others may encompass multiple subprojects, each representing a different aspect of your project. Adding subprojects to your current project is simple, and you can even choose to add an existing project.Â

The scheduling of subprojects and financial information are, of course, automatically added to your main project. Finally, if you have subprojects in your current project, you can easily view them in the work plan.Â

Shortcuts

The shortcut option allows you to select an existing work item from any other active project running in your organization. Shortcuts are a great way to reference external work items, allowing you to create dependencies between projects or enable external dependencies on your current project.Â

You can add a shortcut at any level of your project, and milestones with shortcuts will even appear in your script.Â

Duration

The duration of a work item represents the time interval between the start date and the end date. You can choose to work with manually set start and end dates or simply enter the total duration.Â

Setting a task duration will automatically set the start and finish dates based on the project's start or finish date, as well as any dependent work items.Â

ResourcesÂ

As a Project Manager, you can plan resources for the entire project duration or a specific phase of your project. You can define the allocation and start/end dates for each resource by name or group over time. For example, 50% during the first month, 20% during the second month, and so on.Â

You can analyze resource workload by user or group, allowing you to see if a resource is overloaded for the duration of the work item. You can also identify bottlenecks and communicate resource requirements in a timely manner.Â

ActivationÂ

AdaptiveWork projects and work items have five defined statuses that can be set by project managers and work item managers (but not by resources or reviewers).Â

Draft (Draft): The planning phase. Project scope, budget, and resources.Â

Active (Active): When your project is ready to begin. It has a complete scope, all the necessary resources, and is ready to start execution, even if it hasn’t reached its scheduled start date. Tasks and milestones can have dependencies on predecessor tasks and milestones, so even though a task may be active, it may not yet be executable.Â

On Hold (On hold): SIf a project or individual work item has been suspended for any reason, such as: The client postpones a decision, The the budget has been exhausted.Â

Cancelled (Canceled): The project or individual work item will not be executed.Â

Completed: No further work is planned. You can work with both Active and Draft work items in the same project. In fact, there may be some items in your project that are on hold or have even been canceled.Â

Project Work Plan: It's worth getting started!

I hope you enjoyed this content, which we’ve prepared with great care for you. A Project Work Plan is a unique tool that you can use in your day-to-day work. We’ve also put together some material on IT Project Development —it’s definitely worth a read!

See also: https://twrt.com.br/criacao-de-projetos-de-ti-usando-o-planview-adaptivework/

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Eduardo Salerno

Eduardo Salerno is a specialist in IT portfolio and project management, with extensive experience in Planview implementations and digital transformation. At TWRT, he leads initiatives that bridge the gap between business strategy and technological execution.

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