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

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

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

3. 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

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

5. 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

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

7. Staffing Profile 6

8. Add yourself – then everyone else!12

9. 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

10. Use a Template – Keep what you need14

11. References – Other Attachments15

12. Exceptions – The Forgotten Tab15

13. 15

14. 15

15. Questions? 15