Hello -
We are utilizing the plan/scheduling feature in Planview portfolios without any timekeeping involved. We are currently developing internal training for our project managers and I’m trying to outline the simplest path toward managing their schedules. We are expecting them to enter a project schedule at the start of the project and then maintain actual start and end dates for their phases and milestones as they are completed. We have relatively simple template set up that include successors and predecessors so the scheduling part of the process cascades accordingly when running the schedule.
What is confusing me is that when we enter actual finish dates on a phase, I’m expecting to see the schedule for the next phase to reflect the actual finish date. For example, if the phase finished early, then the next phase should start earlier and the whole schedule should reflect an early finish. If the phase ended late, then the whole schedule should be pushed back. Is there a way to adjust our settings so that the schedule start of one phase reflects the actual finish of the previous phase? Or is this required to be two separate entries?
If the latter - how do you train people on these steps so it doesn’t feel so redundant???