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
Workspace
Project Plan
The work breakdown, the network, the money and the critical path — drawn, because a project is a shape before it is a table.
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Projects
A plan and a cost collector at once. The join between them is the work breakdown structure — a WBS element is simultaneously a piece of work and an account assignment.
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Work Breakdown
Both a piece of work and an account assignment. A summary element plans and does not accept postings; a work package accepts them and is where the money actually lands.
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Network Activities
The scheduled work below the WBS. Float is the point: an activity with zero float is on the critical path, and a day lost on it is a day lost on the project.
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Activity Dependencies
What cannot start before what. A cycle in the network makes both scheduling passes non-terminating, so it is detected and named rather than survived.
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Milestones
A billing milestone is what turns delivery into an invoice — the join between the plan and the cash.
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Project Budgets
Versioned, because "what was the original budget" and "what is the budget now" are both asked and one mutable number answers neither.
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Project Costs
Planned, committed, actual and billed in one table, because the four have to be compared and comparing four tables is how a project report disagrees with itself.
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Project Resources
Who is booked to what, and for how much of their week. A named person, or a requirement not yet filled — both are real and the second is what a resource manager works from.
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Risks & Issues
The exposure in money, so a risk register can be added up and compared with the contingency held.
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Project Programs
A program exists to deliver a BENEFIT, and a program whose benefit is not a measurable number is a group of projects with a shared letterhead.
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Portfolios
The envelope. A portfolio whose approved projects exceed its budget is the situation portfolio management exists to prevent, and it is invisible unless the envelope is a number.
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