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Excerpt
hiddentrue

create Gantt chart task plans, visualize performance to your task plan, and schedule resources according to your task plan

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Info

The task planning tab is used to manage Detailed Task Management in Projector. DTM is designed to support organizations that plan out delivery efforts at a detailed level and wish to track performance of delivery teams using those detailed plans. Projector's task planning functionality is not meant to be as versatile as dedicated project planning applications such as Microsoft Project. Rather, its strength lies in its ability to integrate typical project management activities into operational management functions such as planning, staffing, and analytical reporting. It also transfers the administrative burden of time and task status collection from the Project Manager to the delivery team, allowing the PM to instead focus on value-added activities. Finally, it provides real-time visibility of project health. The following four areas highlight some of the benefits of Projector's DTM module.

  • Planning – Project Managers create hierarchical task plans that describe the tasks necessary to deliver a project. These task plans are constructed by modeling how much work is required to complete a task (effort), what resources are assigned to the task (allocation), and how long the task will take (duration). Projector allows planners to specify the timing of tasks in relation to other tasks - allowing the actual work completed to date to drive your plan.
  • Staffing – From the task plan, Project Managers can understand what their staffing needs are and initiate the scheduling workflow by requesting resources or committing resources to their project. They have the flexibility to either use the task planning data as is or, as is often needed, perform a round of smoothing on the resource needs before requesting/booking resources.
  • Time Entry – Once assigned to a task, resources see on both their dashboard and time entry screens tasks they need to complete. In addition they provide a valuable feedback loop of task completion progress.
  • Performance Analysis – Project Managers collect time entered against tasks and can quickly visualize performance of the entire project team against the current task plan or against snapshots of the plan taken in the past.


Tip
titleAdditional Resources
  1. In the Topic of the Day: Managing Projects in Projector Webinar, we provide a general overview of the task management and detailed budgeting features within Projector.

The area is reached by opening a project and choosing the Task Planning tab.

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So you have a plan and a baseline - now you need to staff your resources on the project. Projector makes this easy. On the resource plan tab Projector displays the number of hours that each resource must work to complete all their scheduled task hours. Hours in red tell you that more are needed to fully staff the plan. Right click on any role and choose to Request/Book the hours. The hours change to black once enough have been allocated. See the Resource Plan Tab for more information on requesting and booking hours according to a task plan.

 


Enter Time

Once the time has been booked your resources will see the project and their assigned tasks automatically added to their dashboard and time entry screens.

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Review Task Performance



Adjust Task Plan

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Reports

You can often find a field called Task in reports like the Ginsu to run analytics. But for performance analytics you should use the specialized Task Analysis Report. The report highlights how project teams are doing on tasks with respect to performance to budget or performance to schedule.

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