Users assigned to the Project Manager or Alt Project Manager role on a project have the ability to add a new (or additional) project plan. Users can select from two different types of plans: Waterfall or Card Wall.
- A Waterfall plan is a sequential list of tasks presented in a similar format to that of an excel spreadsheet or Gantt chart. Waterfall plans are best suited to projects that require highly structured processes containing multiple phases or milestones and/or for products that require highly controlled repeatable processes to ensure consistent quality at scale, e.g. development of online courses.
- A Card Wall plan is similar to sticky notes on a white board. A Card Wall provides a more visual, flexible, and iterative approach to managing tasks within a project. Each card represents a task and cards are organized into columns which may represent different phases/milestones, stages of work (completed, under review), etc. Card Wall plans are best suited to projects that do not require a project plan template, i.e. are "one-off" projects that NOT repeatable processes.
Step 1. Select the project, then the Plan component, then the New button.
Step 2. Name the new plan, select the type of plan, then Save the selection.
NOTE: When selecting either a Card Wall or Waterfall, both plans have an option to create a new plan from scratch or from an existing project plan template. Waterfall plans have additional options depicted in the screenshot below.
Note: When selecting a plan from an existing Project Template, first SAVE the plan. Once the plan is saved, a new window will appear with a Project Template drop down field that contains a list of available project plans.
Step 3. Create the new plan.
Each project may contain multiple project plans.
