Projects & Portfolios
A plan and a cost collector at once, from the investment envelope down to the work package the money lands on.
15 steps · 10 questions · 12 screens on this shelf
The screens on this shelf
- Project Plan The work breakdown, the network, the money and the critical path — drawn, because a project is a shape before
- Projects A plan and a cost collector at once. The join between them is the work breakdown structure — a WBS element is
- Work Breakdown Both a piece of work and an account assignment. A summary element plans and does not accept postings; a work p
- Network Activities The scheduled work below the WBS. Float is the point: an activity with zero float is on the critical path, and
- Activity Dependencies What cannot start before what. A cycle in the network makes both scheduling passes non-terminating, so it is d
- Milestones A billing milestone is what turns delivery into an invoice — the join between the plan and the cash.
- Project Budgets Versioned, because "what was the original budget" and "what is the budget now" are both asked and one mutable
- Project Costs Planned, committed, actual and billed in one table, because the four have to be compared and comparing four ta
- Project Resources Who is booked to what, and for how much of their week. A named person, or a requirement not yet filled — both
- Risks & Issues The exposure in money, so a risk register can be added up and compared with the contingency held.
- Programs A program exists to deliver a BENEFIT, and a program whose benefit is not a measurable number is a group of pr
- Portfolios The envelope. A portfolio whose approved projects exceed its budget is the situation portfolio management exis
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