Page 3 - GC_Proj_Plan_Participant_GuideSDL

Activity 2.8 – Create People Assignments from Plans ..................................... 25

Expense Plans and Expense Budgets ................................................................... 25
Demo 2.9 – Creating Expense Plans and Expense Budgets ............................ 26
Activity 2.10 – Creating Expense Plans and Expense Budgets Using the Grid
............................................................................................................................... 26

The Forecast – People Planner............................................................................... 28
Demo 2.11 – The Forecast - People Planner ...................................................... 28

Activity 2.12 – Create People Plans Using the Forecast – People Planner ..... 28
Check Your Understanding .................................................................................... 31

LESSON 3: EVALUATING PROJECT PERFORMANCE ............................................ 32
Learning Objectives ................................................................................................ 32

Introduction .............................................................................................................. 32
Reports for Reforecasting Resource Allocation ............................................... 32

Tour 3.1 – Review Performance, Forecast, and Utilization Reports ................ 32
Reforecasting Projects for Resource Allocation .................................................. 34

Swapping .............................................................................................................. 34
Shift Left/Right ..................................................................................................... 34

Revise Future Assignments ................................................................................ 35
Demo 3.2 – Review Project Reforecasting Methods ......................................... 35

Activity 3.3 – Revise a Future People Assignment ........................................... 35
Activity 3.4 – Swap Users on a Project Assignment ......................................... 37
Activity 3.5 – Shifting Assignments to Future Periods ..................................... 38

Check Your Understanding .................................................................................... 40

LESSON 4: Using Plan Sets ....................................................................................... 41
Learning Objectives ................................................................................................ 41
Introduction .............................................................................................................. 41

Creating and Managing Plan Sets .......................................................................... 41

Demo 4.1 – Configuring Plan Sets ...................................................................... 41
Check Your Understanding .................................................................................... 43
APPENDIX A: CHECK YOUR UNDERSTANDING ANSWER KEY............................. 44

Lesson 1: Selecting Resources .............................................................................. 44
Lesson 2: Planning Labor and Expenses .............................................................. 44

Lesson 3: Managing Project Performance ............................................................ 45

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