Project Workbook

The project workbook provides a single location from where projects can be quickly updated on a day-to-day basis. There are some scenarios for which it is not designed, notably detailed task planning however the full RAIDDA (Risks/Assumptions/Issues/Decisions/Dependencies/Actions) log, lessons learned log, change log, cost/benefit plan and the resource plan can all be updated via the project workbook.

• The project workbook can be accessed from the project overview page. To access the project overview page, navigate to the Projects page and click on a project. This page is also available from the flydown menu under the ‘Portfolio’ category. The link to the Project Workbook is available as a hero button to the top right of the overview page.

• Click on the relevant tab in the Project Workbook to directly access the section to be updated.

• Milestones (as defined in the task plan) are listed here.

• Milestones cannot be updated from this location. To do this, navigate back to the project overview page as described in How to access above and then drill-down from the ‘Timelines’ content area.

• Existing risks can be updated, depending on the status of the risk.

• Use the status drop-down to move the risk to a new status. The values in this field will depend on the configuration of the risk workflow.

• If the Project Workbook is configured to allow the creation of new risks these can be added by clicking on the ‘+’ button.

• Click on ‘Save’ to save changes.

• Existing risks can be deleted by clicking on the ID associated with the risk, and then clicking on the ‘Open Form Page’ link in the pop-up. From the form page click on the action drop-down list next to the ‘Save’ button and select ‘Delete Form’. If there is no ‘Delete Form’ option, the user does not have the required access to delete the risk.

• Existing issues can be updated, depending on the status of the issue.

• Use the status drop-down to move the issue to a new status. The values in this field will depend on the configuration of the issue workflow.

• If the Project Workbook is configured to allow the creation of new issues these can be added by clicking on the ‘+’ button.

• Click on ‘Save’ to save changes.

• Existing issues can be deleted by clicking on the ID associated with the issue, and then clicking on the ‘Open Form Page’ link in the pop-up. From the form page click on the action drop-down list next to the ‘Save’ button and select ‘Delete Form’. If there is no ‘Delete Form’ option, the user does not have the required access to delete the issue.

• Existing changes can be updated, depending on the status of the change.

• Use the status drop-down to move the change to a new status. The values in this field will depend on the configuration of the change workflow.

• If the report is configured to allow the creation of new changes these can be added by clicking on the ‘+’ button.

• Click on ‘Save’ to save changes.

• Existing changes can be deleted by clicking on the ID associated with the change, and then clicking on the ‘Open Form Page’ link in the pop-up. From the form page click on the action drop-down list next to the ‘Save’ button and select ‘Delete Form’. If there is no ‘Delete Form’ option, the user does not have the required access to delete the change.

• Displays the staffing/resource plan for the project. This represents the ‘top-down’ view of resourcing. It is used to ensure that the project is adequately staffed to achieve its objectives. It is not intended as a way to define the tasks or work that needs to be performed.

• Refer to the Project Resourcing End User Guide for further details about how to update the resource plan.

• Displays the financial plan for the project. The financial plan includes planned and actual costs for the project, by month.

• Refer to the Project Financials help guide for further details about how to update the financial plan.

• Existing decisions can be updated, depending on the status of the decision.

• Use the status drop-down to move the decision to a new status. The values in this field will depend on the configuration of the decision workflow.

• If the Project Workbook is configured to allow the creation of new decision these can be added by clicking on the ‘+’ button.

• Click on ‘Save’ to save changes.

• Existing decision can be deleted by clicking on the ID associated with the decision, and then clicking on the ‘Open Form Page’ link in the pop-up. From the form page click on the action drop-down list next to the ‘Save’ button and select ‘Delete Form’. If there is no ‘Delete Form’ option, the user does not have the required access to delete the decision.

• Existing actions can be updated, depending on the status of the action.

• Use the status drop-down to move the action to a new status. The values in this field will depend on the configuration of the action workflow.

• If the Project Workbook is configured to allow the creation of new actions these can be added by clicking on the ‘+’ button.

• Click on ‘Save’ to save changes.

• Existing actions can be deleted by clicking on the ID associated with the action, and then clicking on the ‘Open Form Page’ link in the pop-up. From the form page click on the action drop-down list next to the ‘Save’ button and select ‘Delete Form’. If there is no ‘Delete Form’ option, the user does not have the required access to delete the action.

• Existing dependencies can be updated. depending on the status of the dependency.

• Use the status drop-down to move the action to a new status. The values in this field will depend on the configuration of the action workflow.

• If the Project Workbook is configured to allow the creation of new actions these can be added by clicking on the ‘+’ button.

• Click on ‘Save’ to save changes.

• Existing actions can be deleted by clicking on the ID associated with the action, and then clicking on the ‘Open Form Page’ link in the pop-up. From the form page click on the action drop-down list next to the ‘Save’ button and select ‘Delete Form’. If there is no ‘Delete Form’ option, the user does not have the required access to delete the dependency.

• Existing assumptions can be updated, depending on the status of the assumption.

• Use the status drop-down to move the assumption to a new status. The values in this field will depend on the configuration of the assumption workflow.

• If the Project Workbook is configured to allow the creation of new assumptions, these can be added by clicking on the ‘+’ button.

• Click on ‘Save’ to save changes.

• Existing assumptions can be deleted by clicking on the ID associated with the assumption, and then clicking on the ‘Open Form Page’ link in the pop-up. From the form page click on the assumption drop-down list next to the ‘Save’ button and select ‘Delete Form’. If there is no ‘Delete Form’ option, the user does not have the required access to delete the assumption.

• Existing lessons learned can be updated, depending on the status of the lesson learned record.

• Use the status drop-down to move the lesson learned to a new status. The values in this field will depend on the configuration of the lessons learned workflow.

• If the Project Workbook is configured to allow the creation of new lessons learned, these can be added by clicking on the ‘+’ button.

• Click on ‘Save’ to save changes.

• Existing lessons learned can be deleted by clicking on the ID associated with the lesson learned, and then clicking on the ‘Open Form Page’ link in the pop-up. From the form page click on the lesson learned drop-down list next to the ‘Save’ button and select ‘Delete Form’. If there is no ‘Delete Form’ option, the user does not have the required access to delete the lesson learned. 

• Displays the financial benefits plan for the project. The benefit plan includes planned and actual benefits for the project, by month.

• Refer to the Project Financials help guide for further details about how to update the benefits plan.

• The project workbook can be exported to excel.

• Click on the Export ‘Excel’ icon to the top right of any of the tabs in the Project Workbook. The full workbook will be exported with one worksheet for each tab.