HP-PPM Work Plan Configuration Options Project & Time Management Version 7 Implementation Project\Work Plan and Time Management\Work Plan Configuraiton.ppt

Non-Project and Time Entry Administration Work Plan Non-Work & Administration – this section should include all time sheet activities which are not related to the application of technical skills to productive work. As many of these are consolidated and reported at the Enterprise level, the template task names must not be altered. Additional tasks relevant to your Portfolio may be added as desired. Non-Project SME Work Efforts – this summary task should include all activities which require the technical skills of the participant for effective collaboration and execution of productive work. This should not include SME efforts in support of defined Project Initiatives. Each summary task should categorize major forms or focus of effort to support resource and demand management information requirements. Individual time sheet reportable tasks should be completely defined (by name) to facilitate efficient time sheet entry and provide useful management information. This template should be managed at the Portfolio level and should be created and configured in December for the following years activities. YTD actuals should be utilized for estimating activity and non-project work for the Portfolio resources. Those estimates should be included in a Non-Project\Admin Staffing Profile.

Work Plan by Project Phase Benefits: Satisfies labor categorization for capital reporting. Provides the simplest work plan Requires participants to know which phase their work is included in. This should be minimal problem since all Projects are supposed to be configured in Project phases at minimum. Issues: Provides no detail data that could be utilized for estimation improvements as no relationship to architecture component or task is available. Cost variances to approved spending levels can not be evaluated as the hours booked can not be related to the work accomplished. (Same cause as above, different audience)

Work Plan by Phase Milestones Benefits: Satisfies labor categorization for capital reporting. Provides a simple work plan Requires participants to know which milestone their work supports. As all summary level approaches assume the details tasks on the MSP plan are configured using the same Summary tasks or Milestones, this should not be difficult if the work plan has been reviewed by, and is available to, the team members. Provides some level of effort and cost breakdown which could be utilized to improve estimation and analyze variances to baselines. Issues: Cost variances to approved spending levels can not be evaluated as the hours booked can not be related to the work accomplished, which is different than the Staffing Profile basis approved.

Work Plan by Phase Deliverables Benefits: Satisfies labor categorization for capital reporting. Provides a simple work plan Requires participants to know what deliverable they are working on. As all summary level approaches assume the details tasks on the MSP plan are configured using the same Summary tasks or Milestones, this should not be difficult if the work plan has been reviewed by, and is available to, the team members. Provides a consistent level of significant categorization of effort and cost breakdown which could be utilized to improve estimation and analyze variances to baselines, not approvals. Issues: Cost variances to approved spending levels can not be evaluated as the hours booked can not be related to the work accomplished, which is different than the Staffing Profile basis approved.

Work Plan by Phase Deliverable & Milestones Benefits: Satisfies labor categorization for capital reporting. Provides a simple work plan Requires participants to know what deliverable they are working on. As all summary level approaches assume the details tasks on the MSP plan are configured using the same Summary tasks or Milestones, this should not be difficult if the work plan has been reviewed by, and is available to, the team members. Provides a consistent level of significant categorization of effort and cost breakdown which could be utilized to improve estimation and analyze variances to baselines, not approvals. Enables Integrated and automated Project Status reporting through HP-PPM to all Stakeholders. Issues: Cost variances to approved spending levels can not be evaluated as the hours booked can not be related to the work accomplished, which is different than the Staffing Profile basis approved.