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Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 7 · Project Types

Classifications

Lesson 72 of 198 · 11 min

Create class categories and class codes. Assign class categories to the project type — setting whether they are mandatory, and single or multiple. Show classifications on a project, show classification used as a report filter, and demonstrate the practice-differentiation solution from Lesson 3. THIS IS THE RELEASE VALVE. Everything the client wanted to express in a type or a project unit and should not — service line, region, client segment, funding source — lives here. That last demonstration closes a question opened in Module 3. Mandatory classifications enforce data quality at project creation. Use them for anything a report depends on — failure case six is a classification that exists and is blank on half the projects. Keep the class category list short, for the same reason as everything else in this course.

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In this module: Module 7 · Project Types

  1. 1What a project type governs
  2. 2Project type classes
  3. 3Designing the type listFree preview
  4. 4Creating a project type
  5. 5Burdening options
  6. 6Capitalization options
  7. 7Classifications
  8. 8Expenditure type class controls
  9. 9Billing and other options
  10. 10Proving the type works
  11. 11What breaks
  12. 12Lab: five behavioural patterns and a stakeholder to answer
Classifications — Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue — MSAMM