Plan Templates

The project task plan (sometimes referred to as the ‘Work Breakdown Structure’ or WBS) defines the detailed tasks that need to be fulfilled to complete the project. This will typically involve planning the work in a hierarchical structure and include task constraints, predecessors, assignments, and milestones.

Plan templates are essentially a pre-defined task plan that can be used as a starting point for new entities. The benefits of using a template plan are:

1. Provides a quicker path to completing the initial plan.

2. Ensures that all entities using this plan have the required tasks, milestones and gates. This is particularly relevant for any consolidated data analysis across multiple plans.

• This page can be accessed from the Plan Templates Dashboard . From the menu, select Admin Center under the Administration section.

• From the administration workbench, select Plan Templates from the Templates section.

• If this page has been accessed by selecting the '+' option on the Plan Templates Dashboard the form will show a Choose Plan drop down.

• From the drop down select Create New Plan. A pop up window will display asking for the name of the plan.

• Enter the name of the plan in the pop up window and click on Create Plan

• The plan template can be edited as though it were a normal task plan.

• If this page has been accessed by clicking on an existing plan template in the Plan Templates Dashboard this form will open with the existing plan.

• The plan template can be edited as though it were a normal task plan.

• Click on Add Task to add a new task, milestone or gate to the plan template.

• Give the new line a name

• Scroll to the right and look for the Task Type attribute. It may be necessary to resize the gantt chart by moving the divider line to the right.

• Set the Task Type attribute to either Task (the default), Milestone, Major Milestone or Gate as required.

• Repeat for as many tasks as need to be added.

• Click on Save when done.

• Highlight the task/milestone/major milestone or gate by clicking on the name

• Click on Delete Task in the toolbar.

• Click on Save when done.

• The plan template can be created from a Microsoft Project Plan if required.

• Refer to Importing a task plan from Microsoft Project in the Project Task Planning end user guide.

• Other changes in the plan are possible, for example resequencing, setting constraints and predecessors.

• Refer to the Project Task Planning end user guide for further details.