Presented by Greg McEachern Peter Harden PPM Training Presented by Greg McEachern Peter Harden

Welcome Enterprise Systems Enterprise Infrastructure and &Operations Business Center Net Services Customer Technology Services Research Computing Information Security Academic Technology 1

Agenda Creating a project Creating a Staffing Profile for a project Creating a work plan/timeline for a project Wrap Up Question Comments 2

Project Definition A project is a bounded set of tasks, with constraints in scope, time and funding, with specific deliverables towards achievement of a specific goal(s). UFIT also uses additional criteria to help establish a project by assessing the associated work effort in resource hours. Should a set of tasks take more than 80 hours of work effort, then this establishes the task as a project. UFIT Project Definition 4

Create from a proposal or the Create Menu Project Creation Create from a proposal or the Create Menu 3

Provide Project Details Fill in the detail information as the project is defined. Summary Section 1 Budget – Value – Risk Project Team Project Documents Notes 5

Staffing Profile Create a staffing profile and begin reserving the project team. 6

Staffing Profile 6

Add yourself – then everyone else! 12

Project Plan – Build on the Past Use a plan from a project that’s similar Use a template and tailor it to your needs 13

Use a Template – Keep what you need 14

References – Other Attachments 15

Exceptions – The Forgotten Tab 15

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Questions? 15