Streamlined Project and Task Management in Planview Adaptive Work

This document outlines a systematic approach to managing projects and tasks using Planview Adaptive Work. It covers the creation of projects using templates, organizing work plans, tracking progress, and switching perspectives between project managers and team members. Follow the steps below to effectively utilize the tool for your commercialization projects.

Step 1

Begin by navigating to the Planview Adaptive Work interface, where you'll focus on project and task management specific to the commercialization team.

Step 2

You will see a list of four existing projects. To add a new project, name it appropriately (e.g., "Test") and select a suitable template from the template library. You may create custom templates tailored to commercialization projects.

Step 3

Select a template that includes job titles, then create your new project. Once created, access the project to begin the delivery process. The project's metadata will be displayed at the top of the page.

Step 4

Arrange the project as desired and review the work plan. You'll notice five milestones, each with associated tasks as defined by the template.

Step 5

Examine the critical path, percentage of completion, and define predecessors and successors as necessary.

Step 6

Review the resources, which are roles derived from the template necessary for project delivery. The dynamic Gantt chart allows for adjustments to phases and dates, facilitating resource planning.

Step 7

Access individual tasks for a detailed view. For example, review the kickoff meeting from a project manager's perspective.

Step 8

If acting as a team member, switch to view tasks from that perspective. You can review your assigned tasks and understand the workflow from this role.

Step 9

Explore the list of tasks you need to complete, accessing them directly. Alternatively, view tasks in a Kanban board format, allowing for drag-and-drop task management.

Step 10

This overview provides a comprehensive look at managing projects and tasks within Adaptive Work. For further inquiries, please reach out for additional assistance.