1. PM with AI Scheduling
  2. Process
  3. Prepare work
Process · Prepare work

Prepare work

Move a package from client context to a checked task baseline.

Step by step

  1. Define work package Project Coordinator

    Project Coordinator links the correct project and organization, assigns an owner, and sets due date and budget hours.

    • Establish client, project, owner and budget.
    • Updates Organizations, Projects, Work packages
  2. Plan task lines Project Coordinator

    Project Coordinator records the task order, dependency notes, planned hours and due dates under the package.

    • Make effort and order inspectable.
    • Updates Work packages, Tasks
  3. Set planned baseline Project Coordinator

    Project Coordinator checks the current revision and records the planned scope before execution.

    • Keep the planned revision and operation result.
    • Updates Work packages, Operation receipts
Project Coordinator
Prepares the plan; Delivery Lead checks client context and ownership.

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