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Task Structure for Waterfall and Agile Projects

  • April 8, 2025
  • 1 reply
  • 63 views
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Does anyone have recommendations on how to efficiently set up tasks lists in PPM Pro depending on whether the project is using Agile, Waterfall or Hybrid.  Do you have examples?  Also, when building it out, what are best practices for having resources charge time to tasks?

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1 reply

Niranjan Manohar
Planview Falcons
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  • Niranjan Manohar
  • Customer success specialist
  • June 25, 2025

Hello ​@tinanau For Waterfall projects break things down into phases Initiation, Planning, Execution, and Closure. and set dependencies so we can really keep an eye on the critical path. A big tip: only let folks charge time to the actual work tasks, not the summary phases.With Agile teams it's all about sprints. We group tasks by sprint, and the user stories are where the time gets logged tag everything with the sprint number and sometimes even a story point value.Hybrid projects get a bit of both set up top-level Waterfall sections for things like initial planning and project closure, but then the development work goes into Agile sprints.

 

Niranjan
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