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Hidden Gems

Easily Create WBS with UI-Apps

Copyright © Project Partners, LLC
Creating WBS in UI-Apps
 See all workplan tasks with Gantt display
 Choose the order in which you want to display tasks
 Easily add new tasks, adjust durations, dates
 Schedule – identify predecessors, set constraint flag
 View other task information
 Manage Project Structures Easily
 For projects with partially shared structures, see both financial and
workplan tasks in one display
 For projects with separate, mapped structures, select a financial task
to map directly against a workplan task

 UI-Apps offers easier approach in one MS-Excel

Worksheet
Copyright © Project Partners, LLC
Eight Easy Steps – with UI-Apps
 Step 1: See all WBS tasks
 Step 2: Choose order of display

 Step 3: Add tasks as needed
 Step 4: Change task dates, durations
 Step 5: Schedule tasks
 Step 6: See other project/task information
 Step 7: See workplan and financial plan relationship
 Step 8: Map financial tasks to workplan tasks
 UI-Apps offers easier approach in one MS-Excel

Worksheet
Copyright © Project Partners, LLC
Step 1: See All Project Tasks
One worksheet display all tasks

Copyright © Project Partners, LLC
Step 2: Display Tasks in Custom Order
Choose your own WBS sort order

Choose to display task #3 before #2.

Copyright © Project Partners, LLC
Steps 3 & 4: Add Tasks as Needed
Task Maintenance: Add new, indent, outdent, manage dates
b. Click indent or outdent

a. Click Add Task to add new tasks

c. Change dates

Copyright © Project Partners, LLC
Step 5: Schedule Tasks
Perform simple forward-based scheduling
a. Choose a predecessor task

b. See task dates change

c. See scheduling constraints

Copyright © Project Partners, LLC
Step 6: See Other Information
Additional project and task information is conveniently available
a. Project Information

b. Task Information

Copyright © Project Partners, LLC
Step 7: See WBS and financial plan relationship
Tasks are identified as either financial tasks or workplan tasks
a. Financial Task

b. Workplan Tasks

Copyright © Project Partners, LLC
Step 8: Map financial tasks to workplan tasks
For separate, mapped structures, choose a financial task to map to
workplan tasks
a. Workplan task 3W

b. This maps financial task 2.1 to 3W

Copyright © Project Partners, LLC
Easy WBS Creation with UI-Apps
 Use the flexibility of workplan and financial plans in

Oracle Projects to effectively plan your project
 Quickly and Easily create and schedule workplan tasks

and update your WBS in one MS-Excel worksheet using
UI-Apps

 Stay tuned for more Hidden Gems from Project Partners

Copyright © Project Partners, LLC
UI-Apps Hidden Gems
A series of videos describing unique features of Project Partners
UI-Apps which add significant functionality to Oracle Projects
 See them all on the Project Partners YouTube Channel

http://www.youtube.com/user/ProjectPartnersLLC

Copyright © Project Partners, LLC
For more information:
Phone: 650.712.6200
email: info@projectp.com
www.projectp.com
Copyright © Project Partners, LLC

13

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Easily Create your Project WBS in MS-Excel with Simple Forward Scheduling using Project Partners UI-Apps

  • 1. Hidden Gems Easily Create WBS with UI-Apps Copyright © Project Partners, LLC
  • 2. Creating WBS in UI-Apps  See all workplan tasks with Gantt display  Choose the order in which you want to display tasks  Easily add new tasks, adjust durations, dates  Schedule – identify predecessors, set constraint flag  View other task information  Manage Project Structures Easily  For projects with partially shared structures, see both financial and workplan tasks in one display  For projects with separate, mapped structures, select a financial task to map directly against a workplan task  UI-Apps offers easier approach in one MS-Excel Worksheet Copyright © Project Partners, LLC
  • 3. Eight Easy Steps – with UI-Apps  Step 1: See all WBS tasks  Step 2: Choose order of display  Step 3: Add tasks as needed  Step 4: Change task dates, durations  Step 5: Schedule tasks  Step 6: See other project/task information  Step 7: See workplan and financial plan relationship  Step 8: Map financial tasks to workplan tasks  UI-Apps offers easier approach in one MS-Excel Worksheet Copyright © Project Partners, LLC
  • 4. Step 1: See All Project Tasks One worksheet display all tasks Copyright © Project Partners, LLC
  • 5. Step 2: Display Tasks in Custom Order Choose your own WBS sort order Choose to display task #3 before #2. Copyright © Project Partners, LLC
  • 6. Steps 3 & 4: Add Tasks as Needed Task Maintenance: Add new, indent, outdent, manage dates b. Click indent or outdent a. Click Add Task to add new tasks c. Change dates Copyright © Project Partners, LLC
  • 7. Step 5: Schedule Tasks Perform simple forward-based scheduling a. Choose a predecessor task b. See task dates change c. See scheduling constraints Copyright © Project Partners, LLC
  • 8. Step 6: See Other Information Additional project and task information is conveniently available a. Project Information b. Task Information Copyright © Project Partners, LLC
  • 9. Step 7: See WBS and financial plan relationship Tasks are identified as either financial tasks or workplan tasks a. Financial Task b. Workplan Tasks Copyright © Project Partners, LLC
  • 10. Step 8: Map financial tasks to workplan tasks For separate, mapped structures, choose a financial task to map to workplan tasks a. Workplan task 3W b. This maps financial task 2.1 to 3W Copyright © Project Partners, LLC
  • 11. Easy WBS Creation with UI-Apps  Use the flexibility of workplan and financial plans in Oracle Projects to effectively plan your project  Quickly and Easily create and schedule workplan tasks and update your WBS in one MS-Excel worksheet using UI-Apps  Stay tuned for more Hidden Gems from Project Partners Copyright © Project Partners, LLC
  • 12. UI-Apps Hidden Gems A series of videos describing unique features of Project Partners UI-Apps which add significant functionality to Oracle Projects  See them all on the Project Partners YouTube Channel http://www.youtube.com/user/ProjectPartnersLLC Copyright © Project Partners, LLC
  • 13. For more information: Phone: 650.712.6200 email: info@projectp.com www.projectp.com Copyright © Project Partners, LLC 13

Editor's Notes

  1. Depending on your organization’s requirements, it could be either one or a blended solution of both…If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
  2. Depending on your organization’s requirements, it could be either one or a blended solution of both…If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
  3. For customer If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
  4. For customer If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
  5. For customer If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
  6. For customer If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
  7. For customer If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
  8. For customer If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
  9. For customer If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?
  10. Depending on your organization’s requirements, it could be either one or a blended solution of both…If you have sophisticated, complex timecards or want to enter timecards for groups of people, TimeSpeed is right for youIf you have a mobile workforce that needs the convenience and flexibility to enter time while on the job, or on the go, mProjects is the answer3 flavors here?