How do I add a Waterfall Project Plan (Gantt Chart) to my project?

Visible by ITS ONLY

This article is visible by ITS only and should not be shared without the express consent of the article owner.

Answer

All staff with the appropriate Team Dynamix permissions to manage projects can add "Waterfall Project Plans" and edit project tasks.  


The Waterfall Model or Methodology (Gantt Chart)  is a project plan that breaks down the project activities into five phases of management:

1. Project Initiation
2. Project Planning
3. Project Execution
4. Project Controlling/Monitoring
5. Project Closing

Project requirements/tasks are identified at the beginning of each phase, along with deliverables/milestones.  As earlier phases complete their tasks/deliverables, they serve as predecessors for subsequent phases' tasks.  


Directions to create a Waterfall Project Plan.  
 

  1. Click "Plan" on the Navigation menu.  

      Image of TeamDynamix with a red arrow pointing to "Plans", which should be selected to start the creation of a waterfall project.
     
  2. Click "New".
    • The "+New" opens the New Plan Screen.
    •  Enter a name and description of the project plan in the appropriate fields.

      Image of TeamDynamix showing the button for "+New" which must be clicked to create a new plan.

      Image of TeamDynamix showing the "New Plan" screen where the user should enter the name of the plan for the project.
       
  3. Click the radio buttons shown below in the bottom half of the screen.
    • Select "Waterfall" as the project type.
    • Next, select "Use a plan from an existing Project Template." 
    • Click "Yes" to select "plan out now."
    • And finally, click the "SAVE" button.

      Image of TeamDynamix showing the steps to select "Waterfall" as the project type, and then to select "use a plan from an existing project" then "yes" to plan out the waterfall project now.
       
  4.  Open the drop-down in the Project Template Field and select the template you want to use.  

    Image in TeamDynamix of all of the existing prject templates to select from and instruction to select one of the templates.

  5. After selecting the project template, click the "Create" Button. In the example below, "Major Projects" was selected as the Project Template, and the "Create" button is shown in the same window. The Project will be created and bring you back to the Main Plans window for the project.

    After selecting the project template, click the "Create" Button. In the example below, "Major Projects" was selected as the Project Template, and the "Create" button is shown in the same window.

     

  6.   To open the project plan that was created, select and click the project plan “Title”.  

    Image of Project List window
     
  7.   The project plan template is below. To edit the initial plan, click the notepad icon.

    Image of a waterfall Project Plan with an arrow pointing to the "Notepad Icon" which should be selected to begin updating the project plan.
     
    • To edit the project tasks in the plan, highlight the task as shown below. 

      Image of Project Plan with a project task highlighted indicating that the task can be edited.
       
    • Place the cursor in the highlighted area. Type or delete text accordingly.

      Image ot Project Plan with cursor placed for editing of the project task as an example.
       
    • To save the project plan task modifications, click "Check In."
                                                                                                                                                           
      Image of Project plan with Top level menu bar showing the "Check In" option in the top right which should be selected to save changes made to the project plan.
       
    • To make additional modifications to the plan, click "Undo Check Out."

                                                                                                                                                                                             
    Image of Project plan with Top level menu bar that shows the Undo Check Out option which should be selected if additional modifications need to be made to the plan

     

    If you need further assistance, please contact the ITS Project Management Team.

Print Article