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Plan in Planner can be created in at least two different ways. First way is by making use of product-based planning technique and second using 'traditional' WBS approach. In its fundamentals these approaches are quite similar (from 10 000 feet view), lead to the same result (or at least should) but I will stick to the one using product-based planning technique (just wanted to mention that Planner could be used without 'products' at all if one prefers so even if I personally prefer the other way).

In next few steps I am going to describe how to create a plan from scratch using P2ware Planner. I skip some low level details and focus on key points (from blank plan to defined work packages and checkpoints). Step 1 - Define products

Step 2 - Arrange products in a product breakdown structure

Step 3 - Define and modify a product flow diagram

Step 4 - Add resources to the plan

Step 5 - Define properties of activities and add sub-activities

Step 6 - Assign resources and verify plan

Step 7 - Define work packages and checkpoints For more visit http://www.pm-software-blog.com/2009/07/how-to-create-plan-using-p2ware-planner.html

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16y ago

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How do you access cost items in P2ware Planner?

Cost Items is a functionality that is only available in P2ware Planner Professional or Developer. It is not available in Planner Standard. For more visit P2ware website.


Where can you find more information on P2ware Planner?

You can find more information on P2ware Planner * in P2ware Planner user's guide * on Project Management Software Blog http://www.pm-software-blog.com/ * on various project management forums When purchasing P2ware Planner you get manuals and support.


What is P2ware Planner Suite?

P2ware Planner Suite - is a set of very effective tools to plan and manage projects and programs, exploiting advantages of product based planning * P2ware Planner Standard * P2ware Planner Professional * P2ware Planner Developer * P2ware Planner Server * P2ware Planner Viewer With these tools you can do all the planning tasks, for which you currently need many incompatible software tools, this is to say: * Precisely define and describe a final product of the project * Define in a systematic way products that are part of the final product or are needed to develop other products * Write product descriptions, so that there will be no doubt what needs do they serve and what are their acceptance criteria * Arrange them in an order they should be produced or delivered, taking into account the fact that many of them can be produced in parallel * Choose tasks and activities needed to develop or acquire individual products according to capabilities and limitations imposed on a duration and costs of the project * Generate a coherent and logical activity network * Assign resources needed to implement actions and compensate their burden * Print plan in accordance with accepted business standards * Save prepared plans or their parts for use in other projects, thus cutting their preparation time as much as 90% * Publish plans on the server so that they will be accessed by web browsers and automatically synchronized with other plans and after the approval of the plan: * Control plans implementation by passing team managers carefully defined work packages and managing quality, risk and issues * Collect checkpoint reports from team managers via Internet/Intranet * Effectively monitor current state of various products and activities, usage of resources and their costs * Quickly and easy generate reports on a project progress, tailored to the requirements of company chief executives and individual members of the project management team


What PRINCE2 project management software to purchase?

* P2ware Planner Standard * P2ware Planner Professional * P2ware Planner Developer * P2ware Planner Server * P2ware Planner Viewer With these tools you can do all the planning tasks, for which you currently need many incompatible software tools, this is to say: * Precisely define and describe a final product of the project * Define in a systematic way products that are part of the final product or are needed to develop other products * Write product descriptions, so that there will be no doubt what needs do they serve and what are their acceptance criteria * Arrange them in an order they should be produced or delivered, taking into account the fact that many of them can be produced in parallel * Choose tasks and activities needed to develop or acquire individual products according to capabilities and limitations imposed on a duration and costs of the project * Generate a coherent and logical activity network * Assign resources needed to implement actions and compensate their burden * Print plan in accordance with accepted business standards * Save prepared plans or their parts for use in other projects, thus cutting their preparation time as much as 90% * Publish plans on the server so that they will be accessed by web browsers and automatically synchronized with other plans


How do you monitor project execution using P2ware Planner?

Creating plan in P2ware Planner is fast and effective (see related questions). Similar is with plan execution (it is even simpler since planning is in general quite tough but Planner helps immensely). In this answer I am going to demonstrate how to execute a plan in Planner. One small note: I am not demonstrating how to monitor project execution using Planner Server and Planner Professional. I am demonstrating only Planner Professional project execution (without server). In general you have to have created plan for your project with * Created activities (using or not product based planning technique) * Assigned resources to activities * Defined work packages - groups of related activities assigned to individual or small group * Defined checkpoints - dates when you want to update project status Of course these prerequisites may vary. In some smaller projects you may not create work packages and even checkpoints at all. In other, more complex, you may want to use cost items to loot at the project also from accountant point of view. 1. Send work packages to persons responsible. 2. Fill in checkpoint reports. 3. Manage products quality. 4. Manage risks and issues. 5. Create snapshots and perform other activities.


What software for product based planning?

The best tool for product based planning is P2ware Planner Suite. P2ware Planner Suite - is a set of very effective tools to plan and manage projects and programs, exploiting advantages of product based planning: * P2ware Planner Standard * P2ware Planner Professional * P2ware Planner Developer * P2ware Planner Server * P2ware Planner Viewer With these tools you can do all the planning tasks, for which you currently need many incompatible software tools, this is to say: * Precisely define and describe a final product of the project * Define in a systematic way products that are part of the final product or are needed to develop other products * Write product descriptions, so that there will be no doubt what needs do they serve and what are their acceptance criteria * Arrange them in an order they should be produced or delivered, taking into account the fact that many of them can be produced in parallel * Choose tasks and activities needed to develop or acquire individual products according to capabilities and limitations imposed on a duration and costs of the project * Generate a coherent and logical activity network * Assign resources needed to implement actions and compensate their burden * Print plan in accordance with accepted business standards * Save prepared plans or their parts for use in other projects, thus cutting their preparation time as much as 90% * Publish plans on the server so that they will be accessed by web browsers and automatically synchronized with other plans and after the approval of the plan: * Control plans implementation by passing team managers carefully defined work packages and managing quality, risk and issues * Collect checkpoint reports from team managers via Internet/Intranet * Effectively monitor current state of various products and activities, usage of resources and their costs * Quickly and easy generate reports on a project progress, tailored to the requirements of company chief executives and individual members of the project management team For more visit www.p2ware.com


What software for production planning?

The best tool for product based planning is P2ware Planner Suite. P2ware Planner Suite - is a set of very effective tools to plan and manage projects and programs, exploiting advantages of product based planning: * P2ware Planner Standard * P2ware Planner Professional * P2ware Planner Developer * P2ware Planner Server * P2ware Planner Viewer With these tools you can do all the planning tasks, for which you currently need many incompatible software tools, this is to say: * Precisely define and describe a final product of the project * Define in a systematic way products that are part of the final product or are needed to develop other products * Write product descriptions, so that there will be no doubt what needs do they serve and what are their acceptance criteria * Arrange them in an order they should be produced or delivered, taking into account the fact that many of them can be produced in parallel * Choose tasks and activities needed to develop or acquire individual products according to capabilities and limitations imposed on a duration and costs of the project * Generate a coherent and logical activity network * Assign resources needed to implement actions and compensate their burden * Print plan in accordance with accepted business standards * Save prepared plans or their parts for use in other projects, thus cutting their preparation time as much as 90% * Publish plans on the server so that they will be accessed by Web Browsers and automatically synchronized with other plans and after the approval of the plan: * Control plans implementation by passing team managers carefully defined work packages and managing quality, risk and issues * Collect checkpoint reports from team managers via internet/Intranet * Effectively monitor current state of various products and activities, usage of resources and their costs * Quickly and easy generate reports on a project progress, tailored to the requirements of company chief executives and individual members of the project management team For more visit www.p2ware.com


What software for PRINCE2 project management?

Use P2ware Planner Suite. * P2ware Planner Standard * P2ware Planner Professional * P2ware Planner Developer * P2ware Planner Server * P2ware Planner Viewer With these tools you can do all the planning tasks, for which you currently need many incompatible software tools, this is to say: * Precisely define and describe a final product of the project * Define in a systematic way products that are part of the final product or are needed to develop other products * Write product descriptions, so that there will be no doubt what needs do they serve and what are their acceptance criteria * Arrange them in an order they should be produced or delivered, taking into account the fact that many of them can be produced in parallel * Choose tasks and activities needed to develop or acquire individual products according to capabilities and limitations imposed on a duration and costs of the project * Generate a coherent and logical activity network * Assign resources needed to implement actions and compensate their burden * Print plan in accordance with accepted business standards * Save prepared plans or their parts for use in other projects, thus cutting their preparation time as much as 90% * Publish plans on the server so that they will be accessed by web browsers and automatically synchronized with other plans and after the approval of the plan: * Control plans implementation by passing team managers carefully defined work packages and managing quality, risk and issues * Collect checkpoint reports from team managers via Internet/Intranet * Effectively monitor current state of various products and activities, usage of resources and their costs * Quickly and easy generate reports on a project progress, tailored to the requirements of company chief executives and individual members of the project management team For more visit www.p2ware.com


What PRINCE2 software do you recommend?

P2ware Planner Suite - is a set of very effective tools to plan and manage projects and programs, exploiting advantages of product based planning: * P2ware Planner Standard * P2ware Planner Professional * P2ware Planner Developer * P2ware Planner Server * P2ware Planner Viewer With these tools you can do all the planning tasks, for which you currently need many incompatible software tools, this is to say: * Precisely define and describe a final product of the project * Define in a systematic way products that are part of the final product or are needed to develop other products * Write product descriptions, so that there will be no doubt what needs do they serve and what are their acceptance criteria * Arrange them in an order they should be produced or delivered, taking into account the fact that many of them can be produced in parallel * Choose tasks and activities needed to develop or acquire individual products according to capabilities and limitations imposed on a duration and costs of the project * Generate a coherent and logical activity network * Assign resources needed to implement actions and compensate their burden * Print plan in accordance with accepted business standards * Save prepared plans or their parts for use in other projects, thus cutting their preparation time as much as 90% * Publish plans on the server so that they will be accessed by web browsers and automatically synchronized with other plans and after the approval of the plan: * Control plans implementation by passing team managers carefully defined work packages and managing quality, risk and issues * Collect checkpoint reports from team managers via Internet/Intranet * Effectively monitor current state of various products and activities, usage of resources and their costs * Quickly and easy generate reports on a project progress, tailored to the requirements of company chief executives and individual members of the project management team For more visit www.p2ware.com


What is P2ware?

P2ware is a maker of award winning P2ware Planner Suite - project and programme management software. P2ware was formed in 2004 by a group of experienced project managers, consultants, university lecturers and software engineers. Quite simply, P2ware identified that while PMI PMBOK and PRINCE2 offered powerful planning techniques, there existed no software product capable of "bringing these alive" for most project planners in the corporate, small business and government environment. P2ware has offices in London and Warsaw, where its development centre is staffed by a team of world class software engineers and multi-lingual project management experts. P2ware products received prestigious awards, among others "Application of the year 2005", "Best Application for Windows XP" and "The Most Innovative IT Solution 2008".


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