Workplan Structures

The workplan structure organizes the tasks that define all of the work in a project. The schedule and progress information and the task manager assignments are typically assigned at the task level.

The workplan of a project consists of the workplan structure and the following functionality:

Workplan Versioning:
You can create multiple versions of the workplan. This enables what–if analysis for project managers and a historical archive of changes to the workplan.
Examples of changes that a workplan structure can undergo are:
– Addition of a task due to scope change
– Change in dates for schedule slipping analysis

Workplan Approval and Publication: You can submit a workplan for approval for change control purposes. Once approved, or if approval is not necessary, you can publish the
Workplan. Publishing the workplan communicates new tasks, dates and changes that affect the schedule of the workplan.

Baselining: You can designate a version of the Workplan as the baseline version.

Third Party Project Tool Integration: You can integrate with third–party project tools. When you integrate with another project tool, you can send and receive tasks, progress, budgets, resources and other project information.

To enable the workplan structure for a project
To define a workplan structure, you must first enable the workplan structure for the project.

1. Navigate to the Project Setup page for a project and select Structures.
2. Select the Enable Workplan Structure check box.
3. If you want the financial structure to be the same as the workplan structure, select the Share Workplan and Financial Structures check box.
Note: When a workplan structure is shared with a financial structure, you can set the workplan up so that the system automatically updates task transaction dates to reflect the most up–to–date workplan dates, such as actual or scheduled dates.
In addition, if the financial structure and the workplan structure are shared, you can enter progress information only through the web interface.
4. Click on the Apply button.

Task Attributes for Workplan Structures
Some task attributes are used only for workplan structures, or for structures that are used as both workplan and financial structures. Examples of these are:

  •  Critical
  •  Milestone
  •  Priority
  •  Work Quantity
  •  Planned Effort
  •  Phase
  •  Schedule Dates

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