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🔎 Workplanning & Resource Planning in Amp Impact
Workplanning refers to creating an implementation plan for a project, specifying the activities that will be carried out or milestones to be reached and the timeline for these activities/milestones, and then following up to indicate the completion rate for activities. Activities can be set up in a work breakdown structure and viewed in a Gantt Chart. Resource planning is the process of articulating needs for staff, goods, and/or services for a project's activities.
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Workplanning & Resource Planning in Amp Impact Feature Demo Video
🔎 Workplanning & Resource Planning Setup Structure
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An Implementation Plan is a detailed work plan for a Project, usually corresponding to a specific time period or category of activities for the project. Implementation Plans can also be created for Frameworks. |
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An Activity is a set task performed under an Implementation Plan. The Activity record constains contains all the details of the activity, including start and & end dates and percent completion. Activities can be nested under each other in a parent-child hierarchy. They can also be linked to specific Project Objectives, Project Indicators, and Financial line items within a project Project Budget. They can be assigned to Contacts directly through the Contact lookup field or through the Activity Assignment object. |
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Positions, Roles, & Assignments Roles store the details about the types of responsibilities that would need to be done through the course of a project, including the associated costs. Positions allow organizations to track available or required positions that need to be filled to complete specific project activities. A Role is different from a Position in that it is a type or grouping of duty not specific to one project, department, or location. A Position is an 'instance' of a Role that is filled by a specific person (Contact). Assignments are used to affiliate Positions or Roles with Activities, essentially showing the Positions/Roles that are necessary to successfully implement the Activity |
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Goods, Services, & Procurement Requirements Goods or Services can be stored in a catalog that can be requested, planned, or tracked for Activities. Each Good/Service can have an expected cost, preferred procurement method, and other details. Procurement Requirements are used to affiliate Goods/Services with Activities, essentially showing the goods or services required to successfully implement project activities. Includes fields to track the quantity required, due date, etc. |