Plan a project effectively in Workfront
In this step, you will learn how to effectively plan a project using Workfront. You will explore the importance of laying a solid foundation to ensure your project finishes on time and is successful. You will focus on understanding five critical fields: Tasks, Assignments, Durations, Planned Hours, and Predecessors. These fields will enable you to make quick and accurate adjustments to your project plan. Additionally, you will learn about setting realistic timelines, ensuring team availability, and using appropriate views to create a strong foundation for project success.
The video highlights the importance of realistic timelines, team availability, and accurate planning to create a strong foundation for project success.
Key takeaways
- Focus on Five Key Fields: Understand Tasks, Assignments, Durations, Planned Hours, and Predecessors to make efficient and accurate changes to your project plan.
- Set Project Status to “Planning”: Ensure the project status is set to “Planning” to prevent unnecessary notifications while adjusting the plan.
- Use Appropriate Views: Utilize the standard view or customized views to focus on essential project details like tasks, durations, and assignments.
- Choose a Realistic Start Date: Set a practical start date that aligns with team availability and avoids unrealistic scenarios, such as holidays or weekends.
- Leverage Scheduling Modes: Use “Start Date” mode to calculate the completion date or “Completion Date” mode to calculate the start date, ensuring the timeline aligns with project requirements.
Next, you will dive into creating tasks within your Workfront project, learning both detailed and quick methods for efficient task management.