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Best practices for planning

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Level 10
Does anyone have a list of best practices when planning a project in Workfront? (I guess a lot of these are probably agnostic of the specific tool) I want to understand the reasons why certain actions are better than others. For example, when I'm adding a task, I instinctively enter a duration instead of stating an exact Finish Date. But is there anything wrong with entering a specific Finish Date? etc. etc. Jamie Hill JLL EMEA
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Level 10
I'm not a PM so I don't do scheduling. We did find though when we first started and training the PMs to use the tool is that when you have fixed dates is that the schedule disregards the duration and try to accommodate your fixed dates and locks it. Then schedule starts looking like something's not right and then that's when we're called. We had to dig until we realized often that it's because there are fixed locked dates. Not that there's anything wrong using fixed dates if it's important to the schedule but PMs have to be mindful if they use this, they have to make sure that schedules are flowing correctly. Polly Co

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Level 3
Polly, You are absolutely correct. If you choose a task constraint of Fixed Dates, the duration and planned hours are ignored. I would recommend only using Fixed Dates when a task absolutely cannot be moved. Shelly Long, PMP, CSSGB Traffic Manager Pier 1 Imports 817.252.8563 srlong@pier1.com If your request can be made in Workfront, please do not send an email.

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Level 10
Hi: We don't allow Fixed Dates, Must Start On, or Must Finish On except in a small number of special circumstances. Those task constraints create an unelastic model of the future. I tell PMs if they insist on ignoring our rules regarding Task Constraint, they would be better off using Excel to create a fixed schedule of events. We have a report that tells us how many tasks with "number of children" equal zero are of each task constraint. If a project has more than a couple, I go speak with the PM about forcing the dates and the project management hassles it creates. Hope that helps! Eric

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Level 10
Agreed. We do the same. Locking dates (except on rare occasions) defeats the purpose of a scheduling tool (you don't know when your schedule has slipped because dates are not moving). I tell people the purpose of a scheduling tool like Workfront is to identify early warning signs. The earlier you detect a problem, the easier it is to adjust. If your dates are fluid (using predecessors and As Soon As Possible constraint) they'll ebb and flow according to how quickly your tasks are being completed. Then you'll see if your end date has moved (early warning) and can adjust accordingly. It doesn't mean you're changing your Implementation Date (until you're so far behind), but it lets you know where you're tracking. It should always be a truthful and realistic picture of where you're going and how far along you are. Picture a road trip from LA to NY and you're 2 days into the trip, had a flat tire, unexpected traffic, road detours, etc. You look at your google maps and it still says you'll arrive at your original date & time. Would you trust it? Vic Alejandro, PMP, CSM | IT | Sr. IT Project Manager Denver Water | t: 303-628-7262 | c: 303-319-6473 "http://www.denverwater.org/"> http://www.denverwater.org INTEGRITY | VISION | PASSION | EXCELLENCE | RESPECT

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Level 10
Oh Vic, I love that analogy. I'm going to use it. Thank you. Eric

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Level 10
Yayyy J I expect proper citing J Vic Alejandro, PMP, CSM | IT | Sr. IT Project Manager Denver Water | t: 303-628-7262 | c: 303-319-6473 "http://www.denverwater.org/"> http://www.denverwater.org INTEGRITY | VISION | PASSION | EXCELLENCE | RESPECT

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Level 3
Very true Vic. In the Marketing world, however, the end date cannot change and time must be made up elsewhere. Each team has to give a little so we end up making manual adjustments after many negotiations. Shelly Long, PMP, CSSGB Traffic Manager Pier 1 Imports 817.252.8563 srlong@pier1.com If your request can be made in Workfront, please do not send an email.

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Level 10
Hi Shelly, Yeah, I completely understand your point. We can't change our implementation dates in IT either J . I'm not saying you would change your advertised implementation date. You just allow the tool to record the accurate date, and it lets you know that time must be made up somewhere and then you can make the adjustment you spoke of. You can (should) even make the adjustments to the project plan to ensure it has the desired effect. For example, I might add a resource to a task (and thus change the Duration of the task) to see if that helps reel the date in. If it does, your plan is accurately reflecting you're on time. If it doesn't, you know you have more work to do and you keep working the plan to see where you can make up the time. If you lock them you often won't know you're 2 days (or 2 weeks) behind until you're close to deployment (and then you're scrambling). We've all been there. This is just one tool/method to help prevent that last minute/week/month J scramble (or at least reduce it). In our Project Status we have two dates: Implementation Date : This is the advertised and unchanging date (this is the date you're referring to) Current Project Plan Implementation Date : This is what my project plan currently reads. If I'm 2 days behind on a project going live next year, I'm not too worried. If it's going live next week, I'm making adjustments. Just FYI, this is not something I created. This is a PMI standard type thing. Locked Dates endanger the project plan "truthiness" (Colbert, 2014), so we advise using them as little as possible (like if a Training Class is booked on a specific date). But locking regular tasks tend to get us in trouble, as projects rarely run exactly on schedule. So we want to know how we're tracking (for me on a weekly basis). Hope that helps. Vic Alejandro, PMP, CSM | IT | Sr. IT Project Manager Denver Water | t: 303-628-7262 | c: 303-319-6473 "http://www.denverwater.org/"> http://www.denverwater.org INTEGRITY | VISION | PASSION | EXCELLENCE | RESPECT

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Level 5
Hi Vic: In regards to the highlighted date below. Where does that calculation come from? Current Project Plan Implementation Date : This is what my project plan currently reads. If I'm 2 days behind on a project going live next year, I'm not too worried. If it's going live next week, I'm making adjustments. tks Karen Karen Rutz Harvard Alumni Affairs and Development

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Level 10
Hi Karen, That's the date that comes directly from the project plan. The Planned Completion Date of the project that's displayed in the upper right on the project view. It will shift almost weekly depending on how we're doing on completing tasks. And you want it to. It's how you know how far behind or ahead you are. Whereas, the Implementation Date is the date we've committed to Implementing (hopefully from your original baselined plan) and it's static – until you decide you can no longer meet that date. If that happens then we do a Change Request to inform the stakeholder of the date change and give them an opportunity to approve it or take other measures (i.e. kill the project, get you extra money or resources to bring your date in, etc.). So the Implementation Date (in my weekly status) remains the same and can only be changed with a Change Request. The Current Project Plan Implementation Date is the rolling date directly form the project plan (for us on a weekly reporting basis). This allows our stakeholders to know our committed implementation date and also lets them know how we're tracking. Does that make sense? Vic Alejandro, PMP, CSM | IT | Sr. IT Project Manager Denver Water | t: (303-628-7262) | c: (303-319-6473) "http://www.denverwater.org/"> http://www.denverwater.org INTEGRITY | VISION | PASSION | EXCELLENCE | RESPECT

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Level 5
THANKS! Yes I'm following you- so now the question is- your implementation date (which is from your baseline planned date). Is that a custom field? How do you get to keep the implementation date set in stone? tks Karen Karen Rutz Harvard Alumni Affairs and Development

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Level 10
Hi Karen, Yes, it's just a freeform date field in a custom form that you can change manually. But I actually send my statuses via email with a little table attached that has all the dates and an executive summary etc. I used to send a WF dashboard, but realized no one ever opens a link when you send it. Silly that they can't do one click, but it's reality. So I started shoving it in front of their faces with an email and a summary table �� . Vic Alejandro, PMP, CSM | IT | Sr. IT Project Manager Denver Water | t: (303-628-7262) | c: (303-319-6473) "http://www.denverwater.org/"> http://www.denverwater.org INTEGRITY | VISION | PASSION | EXCELLENCE | RESPECT