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Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 8 · Resource Breakdown Structures

Designing the hierarchy

Lesson 82 of 198 · 2 min · Free preview

The mistake: modelling the org chart, or the expenditure type list, or both, into a five-level hierarchy with several hundred nodes. Now a project manager scrolls through hundreds of entries to plan four lines. Two constraints, and they pull apart. Reporting wants depth. More levels means more analysis. Planning wants brevity. Fewer, clearer entries means better plans. The resolution: planning structure shallow and usable; reporting structure deeper, with the mapping doing the work. PLANNING RARELY NEEDS MORE THAN TWO OR THREE LEVELS. REPORTING RARELY MORE THAN FOUR. If you are deeper, ask which report needs the fifth level and who reads it. The design method. Start with the executive's questions. Each one is a reporting level or a dimension. Then ask what a project manager needs to select when planning. That is the planning structure. Then check every planning resource maps to a reporting node. THE USABILITY TEST — SHOW

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In this module: Module 8 · Resource Breakdown Structures

  1. 1What we are building
  2. 2Why the RBS is permanent
  3. 3Resource classes and resource formats
  4. 4Planning versus reporting structures
  5. 5Designing the hierarchyFree preview
  6. 6Running the RBS design workshop
  7. 7Creating a planning RBS
  8. 8Adding planning resources
  9. 9Centralized versus project-level maintenance
  10. 10Creating a reporting RBS
  11. 11Proving the structure works
  12. 12What breaksFree preview
  13. 13Lab briefing: plan for a CFO and a bid team at once
  14. 14Lab solution walkthrough
Designing the hierarchy — Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue — MSAMM