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PPM TrainingPresented by Greg McEachern

Peter Harden

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Welcome• Enterprise Systems• Enterprise Infrastructure and &Operations• Business Center• Net Services• Customer Technology Services• Research Computing• Information Security• Academic Technology

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Agenda• Creating a project• Creating a Staffing Profile for a project• Creating a work plan/timeline for a project• Wrap Up• Question Comments

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Project DefinitionA project is a bounded set of tasks, with constraints in scope, time and funding, with specific deliverables towards achievement of a specific goal(s). UFIT also uses additional criteria to help establish a project by assessing the associated work effort in resource hours. Should a set of tasks take more than 80 hours of work effort, then this establishes the task as a project.

UFIT Project Definition

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Project CreationCreate from a proposal or the Create Menu

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Provide Project Details• Fill in the detail information as the project is

defined.

• Summary• Section 1• Budget – Value – Risk• Project Team• Project Documents• Notes

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Staffing ProfileCreate a staffing profile and begin reserving the project team.

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Staffing Profile

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Add yourself – then everyone else!

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Project Plan – Build on the Past• Use a plan from a project that’s similar• Use a template and tailor it to your needs

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Use a Template – Keep what you need

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References – Other Attachments

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Exceptions – The Forgotten Tab

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Questions?

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