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

Financial plan types and billing on the template

Lesson 187 of 198 · 12 min

Assign financial plan types from Module 9 — budget and forecast. Set the billing defaults for a contract-type template. Set the burden schedule default from Module 11 and the rate schedule defaults from Module 6. Create a project from the template and show ALL of it inherited. THAT LAST STEP IS THE MODULE'S PAYOFF. Create ONE project and show that Modules 6, 7, 8, 9 and 11 all arrived at once, with no user input. THAT IS WHAT THE TEMPLATE IS FOR. Anything not on the template is something a project manager has to remember. Minimize that list.

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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