easily create your project wbs in ms-excel with simple forward scheduling using project partners...

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Copyright © Project Partners, LLC Easily Create WBS with UI-Apps Hidden Gems

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Easily Create your Project WBS in MS-Excel with Simple Forward Scheduling using Project Partners UI-Apps

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Page 1: Easily Create your Project WBS in MS-Excel with Simple Forward Scheduling using Project Partners UI-Apps

Copyright © Project Partners, LLC

Easily Create WBS with UI-Apps

Hidden Gems

Page 2: Easily Create your Project WBS in MS-Excel with Simple Forward Scheduling using Project Partners UI-Apps

Copyright © Project Partners, LLC

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

Page 3: Easily Create your Project WBS in MS-Excel with Simple Forward Scheduling using Project Partners UI-Apps

Copyright © Project Partners, LLC

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

Page 4: Easily Create your Project WBS in MS-Excel with Simple Forward Scheduling using Project Partners UI-Apps

Copyright © Project Partners, LLC

Step 1: See All Project TasksOne worksheet display all tasks

Page 5: Easily Create your Project WBS in MS-Excel with Simple Forward Scheduling using Project Partners UI-Apps

Copyright © Project Partners, LLC

Step 2: Display Tasks in Custom OrderChoose your own WBS sort order

Choose to display task #3 before #2.

Page 6: Easily Create your Project WBS in MS-Excel with Simple Forward Scheduling using Project Partners UI-Apps

Copyright © Project Partners, LLC

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

Page 7: Easily Create your Project WBS in MS-Excel with Simple Forward Scheduling using Project Partners UI-Apps

Copyright © Project Partners, LLC

Step 5: Schedule Tasks

a. Choose a predecessor task b. See task dates change

Perform simple forward-based scheduling c. See scheduling constraints

Page 8: Easily Create your Project WBS in MS-Excel with Simple Forward Scheduling using Project Partners UI-Apps

Copyright © Project Partners, LLC

Step 6: See Other InformationAdditional project and task information is conveniently available a. Project Information b. Task Information

Page 9: Easily Create your Project WBS in MS-Excel with Simple Forward Scheduling using Project Partners UI-Apps

Copyright © Project Partners, LLC

Step 7: See WBS and financial plan relationshipTasks are identified as either financial tasks or workplan tasks

a. Financial Task b. Workplan Tasks

Page 10: Easily Create your Project WBS in MS-Excel with Simple Forward Scheduling using Project Partners UI-Apps

Copyright © Project Partners, LLC

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

Page 11: Easily Create your Project WBS in MS-Excel with Simple Forward Scheduling using Project Partners UI-Apps

Copyright © Project Partners, LLC

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

Page 12: Easily Create your Project WBS in MS-Excel with Simple Forward Scheduling using Project Partners UI-Apps

Copyright © Project Partners, LLC

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

Page 13: Easily Create your Project WBS in MS-Excel with Simple Forward Scheduling using Project Partners UI-Apps

13Copyright © Project Partners, LLC

For more information:

Phone: 650.712.6200email: [email protected]

www.projectp.com