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Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 18 · Project Templates and Workflows

Template plan structure and RBS

Lesson 186 of 198 · 12 min

Assign the project plan type from Module 9. Confirm the planning RBS carried through from Module 8. Build the default task structure — a standard top level. Set task attributes, including capitalizable flags where relevant. Show the task structure appearing in a project created from the template. THIS IS WHERE MODULES 8 AND 9 ARRIVE IN THE PROJECT MANAGER'S HANDS. Show the RBS appearing in the plan of a project created from the template — that is the payoff for the hardest design work in the course. Keep the default task structure lean. Show it from the project manager's side.

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In this module: Module 18 · Project Templates and Workflows

  1. 1The template is the deliverableFree preview
  2. 2Designing the template set
  3. 3Creating a project template
  4. 4Template plan structure and RBS
  5. 5Financial plan types and billing on the template
  6. 6Team, classifications and defaults
  7. 7Approval workflows
  8. 8Profile options and scheduled processes
  9. 9What breaks
  10. 10Lab: four templates, timed, and a runbook