Page 2 - GC_Proj_Plan_Participant_GuideSDL

Table of Contents

ABOUT THIS PARTICIPANT GUIDE ............................................................................. 5
COURSE INTRODUCTION ............................................................................................ 6
LESSON 1: SELECTING RESOURCES ........................................................................ 8

Learning Objectives .................................................................................................. 8
Introduction ................................................................................................................ 8

Using Reports to Identify Project Resources .......................................................... 9
Tour 1.1 – Review Resource Reports ................................................................... 9

Locating Resources Based on Skills and Availability .......................................... 10
Activity 1.2 – Using Reports to Identify Resources and Their Availability ..... 10

Check Your Understanding .................................................................................... 12
LESSON 2: PLANNING LABOR AND EXPENSES ..................................................... 13

Learning Objectives ................................................................................................ 13
Introduction .............................................................................................................. 13

The Benefits of Planning ..................................................................................... 14
Planning in the Grid ................................................................................................. 14

Using Grids to Create a Project Plan .................................................................. 14
Elements of a Valid Plan ...................................................................................... 15

Recommendations for Creating a People Planning Grid .................................. 15
Editing an Existing Planning Grid ...................................................................... 15

Swapping Resources in the Planning Grid ........................................................ 16
Demo 2.1 – Creating and Editing Plans in the People Planning Grid .............. 17

Activity 2.2 – Grid Planning at the Project Level ............................................... 17
Activity 2.3 – Grid Planning at the Task Level ................................................... 18

Viewing and Modifying Project People Plans ....................................................... 20
Demo 2.4 – Review Project People Plans and Create Assignments From Plans
............................................................................................................................... 20

Correcting People Plan Records ........................................................................ 21
Activity 2.5 – Modify a People Plan .................................................................... 21
Using Reports to Validate Plans and Budgets ...................................................... 22

Tour 2.6 – Validating Plans with Project Accounting Reports ......................... 22
Activity 2.7 – Generate Reports to Validate Project Plans ............................... 23

Creating People Assignments via Plans ............................................................... 24

ABOUT THIS PARTICIPANT GUIDE
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