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

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Answer

All staff that have the appropriate project tool access have the ability to project templates to plans.

Adding a Waterfall Project Plan to a Project.


The Waterfall Model or Methodology (Gantt Chart)  is a project plan that breakdowns 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 the project for each phase as well as deliverables/milestones.  As earlier phases complete tasks/deliverables, they are predecessors for subsequent phases tasks starting.  


Directions to create a Waterfall Project Plan.  
 

  1. Click "Plan" on the Navigation menu.  

    Image of the Project Navigation Pane  
     
  2. Click "New".
    • The "New Plan" window will display.
    •  Enter a name to the project plan.

      Image of the New Plan Window
       
  3. Click the “Project Template” drop down menu. 
    • Select a project template. The “Minor Projects” template is used most often.   

    Image of the New Waterfall Project Template Window
     
  4.   Click "Create". The Minor Project Plan template will open.  

    Image of the New Waterfall Project Template Window
    • The message below will display to indicate the project was created. 
    • Another option allowed at this point is to create another project plan.  

      Image of Successful Plan Created Message

     
  5.   To open the project plan, select and click the project plan “Title”.  

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

    Image of Project Plan
     
    • To edit the project tasks in the plan, highlight the task as shown below. 

      Image of Project Plan
       
    • Place the cursor into the highlighted area. Type or delete text accordingly.

      Image ot Project Paln with cursor placed for editing
       
    • To save the project plan modifications, click "Check In".
                                                                                                                                                           
      Image of Project plan with Top level menu bar
       
    • To make additional modifications to the plan, click "Undo Check Out".

                                                                                                                                                                                             
    Image of Project plan with Top level menu bar

     
  7. The project plan toolbar features are defined below:

    Image of the Project Plan Feature Toolbar

 

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

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