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

Creating a project template

Lesson 185 of 198 · 15 min

Create a project template. Select the project type from Module 7. Enter basic information and setup options. Set the project unit, organization defaults and calendar. Provide additional information — the descriptive attributes. Set the numbering behaviour, save, and review the option groups. The project type selection determines what the rest of the template can do. Same relationship as everywhere in this course. Walk every option group, even briefly, so learners know what is available. NAME TEMPLATES FOR THE PROJECT MANAGER, NOT THE CONSULTANT. "Client Engagement — T&M" beats "PJT_TEMPLATE_01".

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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
Creating a project template — Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue — MSAMM