Create a project plan in 5 minutes
Create a project plan in 5 minutes
2
What’s your project? Pick a short nameMy Stand – a lemonade stand
Create a project plan in 5 minutes
3
First, pick a name for your work effort, like “My Lemonade Stand Setup”
Create a project plan in 5 minutes
4
Next, indent (shift-alt right or TAB) and name your top deliverable – like “My Lemonade Stand, Ready for Business”
Create a project plan in 5 minutes
5
Next list the handful of supporting deliverables required to realize your top deliverable – like “Staff, Stand & Product”
Create a project plan in 5 minutes
6
Next, under each supporting deliverable, list the activity required – like “hire staff, build stand and make lemonade”
Create a project plan in 5 minutes
7
Next, under each activity, list the tasks that make up that activity – like “interview candidates, pick good ones” and “borrow table and chairs, make signs” and “buy ingredients, mix lemonade”
Create a project plan in 5 minutes
8
Now apply the tags for top deliverable, supporting deliverable, activity and task
Create a project plan in 5 minutes
9
Now put each Supporting Deliverable in its own Phase and each task in its own Step
Create a project plan in 5 minutes
10
Open your Planner app for your new project (the xlsb file you made a copy of and renamed)
Create a project plan in 5 minutes
11
Enable Content
Create a project plan in 5 minutes
12
Alt-Tab over to your Content, Select All and Copy
Create a project plan in 5 minutes
13
Alt-Tab back to your Planner and Paste (Ctrl-V)
Done!
Create a project plan in 5 minutes
14
And here is your project plan in 5 minutes – complete with dates!
Assign Owners and Send out Progress Emails
Assign Owners and Send out Progress Emails
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Use the “_sd owner:” tag to assign owners to your Supporting Deliverables
Assign Owners and Send out Progress Emails
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Use the _owner: tag to assign Task owners
Assign Owners and Send out Progress Emails
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Next use the “_% Complete:” tag to mark the first task at 80% and the second at 10%
Assign Owners and Send out Progress Emails
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Next copy your new Content into your clipboard (Ctrl-C)
Assign Owners and Send out Progress Emails
20
Alt-Tab over to Planner (here’s what it looked like last time)
Assign Owners and Send out Progress Emails
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Hit Ctrl-Shift-G to jump to the Data tab
Assign Owners and Send out Progress Emails
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Paste (Ctrl-V) and see the new plan with owners
Assign Owners and Send out Progress Emails
23
Select “Paul” and email him his Deliverables
Assign Resources and Visualize Allocations
Assign Resources and Visualize Allocations
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Use the “Task Resource:” element tag to add resources under each task
Assign Resources and Visualize Allocations
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Copy and Paste your updated Content into the Planner (remember ctrl-shift-G)
Assign Resources and Visualize Allocations
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Go to the Resource Allocation Landscape tab – and behold!
The End.
