Planner App -- Create. Update. Allocate. Report.
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Transcript of Planner App -- Create. Update. Allocate. Report.
![Page 1: Planner App -- Create. Update. Allocate. Report.](https://reader036.fdocuments.in/reader036/viewer/2022081602/5484883eb4af9f1d0e8b4605/html5/thumbnails/1.jpg)
Create a project plan in 5 minutes
![Page 2: Planner App -- Create. Update. Allocate. Report.](https://reader036.fdocuments.in/reader036/viewer/2022081602/5484883eb4af9f1d0e8b4605/html5/thumbnails/2.jpg)
Create a project plan in 5 minutes
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What’s your project? Pick a short nameMy Stand – a lemonade stand
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Create a project plan in 5 minutes
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First, pick a name for your work effort, like “My Lemonade Stand Setup”
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Create a project plan in 5 minutes
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Next, indent (shift-alt right or TAB) and name your top deliverable – like “My Lemonade Stand, Ready for Business”
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Create a project plan in 5 minutes
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Next list the handful of supporting deliverables required to realize your top deliverable – like “Staff, Stand & Product”
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Create a project plan in 5 minutes
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Next, under each supporting deliverable, list the activity required – like “hire staff, build stand and make lemonade”
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Create a project plan in 5 minutes
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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”
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Create a project plan in 5 minutes
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Now apply the tags for top deliverable, supporting deliverable, activity and task
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Create a project plan in 5 minutes
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Now put each Supporting Deliverable in its own Phase and each task in its own Step
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Create a project plan in 5 minutes
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Open your Planner app for your new project (the xlsb file you made a copy of and renamed)
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Create a project plan in 5 minutes
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Enable Content
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Create a project plan in 5 minutes
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Alt-Tab over to your Content, Select All and Copy
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Create a project plan in 5 minutes
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Alt-Tab back to your Planner and Paste (Ctrl-V)
Done!
![Page 14: Planner App -- Create. Update. Allocate. Report.](https://reader036.fdocuments.in/reader036/viewer/2022081602/5484883eb4af9f1d0e8b4605/html5/thumbnails/14.jpg)
Create a project plan in 5 minutes
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And here is your project plan in 5 minutes – complete with dates!
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Assign Owners and Send out Progress Emails
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Assign Owners and Send out Progress Emails
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Use the “_sd owner:” tag to assign owners to your Supporting Deliverables
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Assign Owners and Send out Progress Emails
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Use the _owner: tag to assign Task owners
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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%
![Page 19: Planner App -- Create. Update. Allocate. Report.](https://reader036.fdocuments.in/reader036/viewer/2022081602/5484883eb4af9f1d0e8b4605/html5/thumbnails/19.jpg)
Assign Owners and Send out Progress Emails
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Next copy your new Content into your clipboard (Ctrl-C)
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Assign Owners and Send out Progress Emails
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Alt-Tab over to Planner (here’s what it looked like last time)
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Assign Owners and Send out Progress Emails
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Hit Ctrl-Shift-G to jump to the Data tab
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Assign Owners and Send out Progress Emails
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Paste (Ctrl-V) and see the new plan with owners
![Page 23: Planner App -- Create. Update. Allocate. Report.](https://reader036.fdocuments.in/reader036/viewer/2022081602/5484883eb4af9f1d0e8b4605/html5/thumbnails/23.jpg)
Assign Owners and Send out Progress Emails
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Select “Paul” and email him his Deliverables
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Assign Resources and Visualize Allocations
![Page 25: Planner App -- Create. Update. Allocate. Report.](https://reader036.fdocuments.in/reader036/viewer/2022081602/5484883eb4af9f1d0e8b4605/html5/thumbnails/25.jpg)
Assign Resources and Visualize Allocations
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Use the “Task Resource:” element tag to add resources under each task
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Assign Resources and Visualize Allocations
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Copy and Paste your updated Content into the Planner (remember ctrl-shift-G)
![Page 27: Planner App -- Create. Update. Allocate. Report.](https://reader036.fdocuments.in/reader036/viewer/2022081602/5484883eb4af9f1d0e8b4605/html5/thumbnails/27.jpg)
Assign Resources and Visualize Allocations
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Go to the Resource Allocation Landscape tab – and behold!
![Page 28: Planner App -- Create. Update. Allocate. Report.](https://reader036.fdocuments.in/reader036/viewer/2022081602/5484883eb4af9f1d0e8b4605/html5/thumbnails/28.jpg)
The End.