Build a detailed project plan

Intended Role: Project Manager

Description:

Once resources have been staffed to the project and exist as part of the resource pool, building the detailed project plan can begin. Clarizen’s Work Plan Panel equips project managers with a number of tools, including a grid view of the work breakdown structure as well as a Gantt view.

Admin Steps:

If your organization has a repeatable process, the best practice is to leverage project templates in Clarizen to define a project plan that already includes a detailed work breakdown. This ensures that the project’s task dependencies, placeholder resource assignments and associated files are automatically created for new projects.

End User Steps:
  1. Access a project using a detailed view (e.g. Project Overview).
  2. In the Work Plan Panel, modify the work breakdown structure.

 

* See Clarizen’s Foundation Training for Project Mgmt 101: Part 1 Building Projects and Templates for additional tips and tricks

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