How to create project plans in orangescrum

© 2011-2019 Orangescrum Research Lab, San Jose, California | www.orangescrum.com 1
How to create Project Plans in Orangescrum?
Project Plans are an essential stepping stone towards building and delivering a successful
project.
Instead of quantity, the focus is on the qualitative objectives that will be achieved in a
timely manner.
Project plans are your blue prints that guide your project from concept, execution to
delivery. They act as the radar to keep the team focused on the tasks at hand & stick to
the project scope.
More importantly, project plan help with
effective resource allocation
better effort estimation
well-defined task relationships
clarity around key project objectives and or milestones
early identification of risks

An Ideal project management tool should be capable enough to make your work easier,
save time by automating Project management processes & end to end task, time &
resource tracking.
Every organization has its own set of tasks which remain commonacross projects. In such
cases, it is tedious & time consuming to create those tasks repetitively for every other
new initiative.
Project Plan is a feature that allows you to have your project templates defined for your
most common projects. You can create as many custom project plans as you need &
reuse them forever.
The tactical Project Plan advantages:-
Reinforce Project Management best practices
Provide greater visibility of the overall project
Standardise and streamline well established processes
Prevent omission of crucial tasks & project activities
Increase team coordination &productivity
A project plan in Orangescrum helps Project Managers & Project Coordinators define
each and every activity as identified in their project management plan.
In broader terms, the flow of defining project plans in Orangescrum would be
To breakdown your project into multiple (as many) task groups as required.
Task Groups as understood from the name are your high level milestones,
project phases and modules.
You can add unlimited tasks, subtasks and sub-subtasks under each task group.
Perform task classification and categorization using task types and task labels.
Assign resources to these tasks, define estimated hours & set priority
“The Project Plan in Orangescrum is your Project
Template.”

Thus your project plan is ready end to end with a robust work breakdown structure,
ready to be added or imported into a project and begin execution.
Let’s take a look at how you can create project plans within Orangescrum for effective
task management and collaboration.
How can I create a Project Plan?
Navigate to More>Project Plan from left panel.
On the Project Plan page, click to create a Project Plan.
Provide your Project Plan name and click on Create.

How to build your Project Plan?
Once you have created your project plan, you need to create task groups,tasks &
Sub-tasks under Project Plan. These task groups & tasks will automatically be added
while you are creating project with Project Plan.
In order to add task group & tasks to Project Plan, you can follow the below steps:-
Click on name of specific Project Plan from the Project Plan list.

Click +Quick Task Group to create a task group. Provide task group name,
description and click Save.
Under the specific Task Group, you can addtasks by clicking+Quick Task under
it.
Provide a required description, Task Type, Task Priority etc. and click Save.
Similarly you can create Subtasks, Sub-sub tasks by clicking beside the
specific parent task. Refer image below.

You can also import the tasks to the Project Plan by using CSV files. Follow the below
steps-
Click on the name of the specific Project Plan from the Project Plan list.
On the Project Plan detail page, click Import Task.
Click on Download the Sample Fileand in the sample file, provide the
required data under specific columns.
Please make sure you have added the data in the prescribed format as
mentioned in the tool.
Once the file is ready, click to attach the file and click Continue.

Once you have added all the tasks &sub-tasks, the project template will look as
follows-

How can I create project using Project Plan?
Once you have created the Project Plan, you can reuse this Project Plan for other
projects.
For new projects

In order to add this Project Plan to a new project, you can follow the below steps:
Click +Quick Links. Under New column, you can find Project option.
You can also select theCreate Project button on the desiredProject Plan card
on the Project Plan listing page.
Provide project name, short name, priority, project template, workflow,
default task type details.
Further select the specific Project Planin the below highlighted field.
Once required information is given, click Create.
Once the project is created, you will be able to see that the tasks defined in the
Project Plan have been auto-created along with the project.

For existing Projects
You can also reuse the Project Plan for existing projects. In order to do so, you need
to follow the below steps-
 Navigate to More>Project Plan from left panel.
 Under specific Project Plan card, select Add to Project button.

 Select the specific project to which you want to add the template & click on
Add.

Wrapping it up
Project Plan in Orangescrum has been designed to help project leaders & project
managers alike to replicate established project management processes.
The key objectivesare to ensure, there is:
greater adherence to the project scope and plan
prevent bottlenecks
plug process leaks
save time from repetitive manual processes
improve team communication and collaboration
Start today by bringing your project plans into Orangescrum.
Signup Now!

How to create project plans in orangescrum

More Related Content

What's hot

Similar to How to create project plans in orangescrum

More from Orangescrum

Recently uploaded

How to create project plans in orangescrum