Easily Create your Project WBS in MS-Excel with Simple Forward Scheduling using Project Partners...
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Transcript of Easily Create your Project WBS in MS-Excel with Simple Forward Scheduling using Project Partners...
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Easily Create WBS with UI-Apps
Hidden Gems
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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
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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
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Step 1: See All Project TasksOne worksheet display all tasks
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Step 2: Display Tasks in Custom OrderChoose your own WBS sort order
Choose to display task #3 before #2.
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Steps 3 & 4: Add Tasks as Needed
Task Maintenance: Add new, indent, outdent, manage dates a. Click Add Task to add new tasks b. Click indent or outdent c. Change dates
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Step 5: Schedule Tasks
a. Choose a predecessor task b. See task dates change
Perform simple forward-based scheduling c. See scheduling constraints
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Step 6: See Other InformationAdditional project and task information is conveniently available a. Project Information b. Task Information
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Step 7: See WBS and financial plan relationshipTasks are identified as either financial tasks or workplan tasks
a. Financial Task b. Workplan Tasks
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Step 8: Map financial tasks to workplan tasksFor 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
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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
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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
UI-Apps Hidden Gems
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For more information:
Phone: 650.712.6200email: [email protected]
www.projectp.com