Page 2 - Unanet AE: Using Project Management
P. 2

Table of Contents

               ABOUT THIS PARTICIPANT GUIDE .......................................................... 6
                  Symbols used in this guide ...................................................................................... 6

                  Unanet Contact Information ..................................................................................... 6
                  Support Portal ............................................................................................................ 6

               COURSE INTRODUCTION ......................................................................... 7

                  Learning Objectives .................................................................................................. 7
               Lesson 1: Project Planning ....................................................................... 8

                  Learning Objectives .................................................................................................. 8
                  Overview ..................................................................................................................... 8

                    Key Concepts ........................................................................................................... 9

                    Field Definitions ........................................................................................................ 9
                    Tour 1.1 – Review the Project Planning Applet ...................................................... 18
                  Resource Groups ..................................................................................................... 18

                    Key Concepts ......................................................................................................... 18
                    Field Definitions ...................................................................................................... 19

                    Activity 1.2 – Create a Resource Group ................................................................. 19
                  Project Preferences ................................................................................................. 20

                    Field Definitions ...................................................................................................... 20
                    Activity 1.3 – Determine Project Planning Preferences .......................................... 21

                    Activity 1.4 – Use the Column Chooser .................................................................. 22
                  Project Plan .............................................................................................................. 22

                    Field Definitions ...................................................................................................... 22
                    Activity 1.5 – Create a New Project Plan ................................................................ 24

                  Work Breakdown Structure .................................................................................... 25
                    Nodes ..................................................................................................................... 26

                    Project Path ........................................................................................................... 26
                    Parent-Child ........................................................................................................... 27

                    Level ...................................................................................................................... 27
                    Project Template vs WBS Template ...................................................................... 27

                    Activity 1.6 – Create a WBS ................................................................................... 27
                  Gantt Chart – Predecessor and Critical Path ........................................................ 28



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