Table of Contents > Work Plan

Work Plan

Overview

The Work Plan section displays the FPO's work plan for the project. The Work Plan is automatically populated upon the creation of a project with suggested activities to perform on a project based on the project's risk assessment result and the type of grant(s) assigned to the project. The FPO can add, schedule, and activities for a project via the Work Plan.

Figure 1 – Project Work Plan

 

Topics:

Schedule a Work Plan Activity

Add a Work Plan Activity

Perform a Work Plan Activity

 

 

 

 

Schedule a Work Plan Activity

1. Select Home from the top navigation bar.

2. Select a project to viewWork Plan Information for from the ‘My Projects’ list.

3. Select Work Plan from the Active Project Menu. The Project Work Plan screen will be displayed (Figure 1).

Figure 1 - Project Work Plan

 

4. Click the Schedule link next to a corresponding activity to schedule the activity. The Project Log screen will be displayed (Figure 2).

Figure 2 – Project Log

 

5. The Log Category and Type fields will be automatically populated with the activity information from the Work Plan.

6. Enter a Title and Schedule date in the provided fields.

7. Click the Save button to retain the scheduled activity.

8. Select Work Plan from the Active Project Menu and the Project Work Plan screen will be displayed with a scheduled date for the activity (Figure 3).

Figure 3 - Project Work Plan

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Add a Work Plan Activity

1. Select Home from the top navigation bar.

2. Select a project to view Work Plan Information for from the ‘My Projects’ list.

3. Select Work Plan from the Active Project Menu. The Project Work Plan screen will be displayed (Figure 1).

Figure 1 - Project Work Plan

 

4. Click the Add Activity button to add a new activity to the Work Plan. The Project Log screen will be displayed (Figure 2).

Figure 2 - Project Log

 

5. Enter activity details.

6. Click the Save button to retain the new activity.

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Perform a Work Plan Activity

1. Select Home from the top navigation bar.

2. Select a project to view Work Plan Information for from the ‘My Projects’ list.

3. Select Work Plan from the Active Project Menu. The Project Work Plan screen will be displayed (Figure 1).

Figure 1 - Project Work Plan

 

3. Click the Perform button to next to an Work Plan activity. The screen on which to perform that activity will be displayed.

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