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.
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Step 2. Name the new plan, select the type of plan, then Save the selection.
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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.
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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.
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Step 3. Create the new plan.
Each project may contain multiple project plans.
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