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Easily Create your Project WBS in MS-Excel with Simple Forward Scheduling using Project Partners UI-Apps
The document describes how to create and manage a Work Breakdown Structure (WBS) using UI-Apps in a user-friendly manner, leveraging MS Excel for project task organization. It outlines eight steps for effective task management, including adding tasks, adjusting schedules, and mapping financial tasks to workplan tasks. Additionally, it provides contact information for further inquiries and invites users to explore more features through a video series on YouTube.
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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 CreateWBS with UI-Apps Copyright © Project Partners, LLC
- 2. Creating WBS inUI-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: SeeAll Project Tasks One worksheet display all tasks Copyright © Project Partners, LLC
- 5. Step 2: DisplayTasks 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: ScheduleTasks 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: SeeOther Information Additional project and task information is conveniently available a. Project Information b. Task Information Copyright © Project Partners, LLC
- 9. Step 7: SeeWBS 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: Mapfinancial 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 Creationwith 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 Aseries 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
- #3 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?
- #4 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?
- #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 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?
- #11 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?
- #12 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?