Page Comparison

Workplanning: Implementation Plan

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.

The Implementation Plan record stores details about the work plan (description, timeline, etc.) and then specific Activities can be created (on the Activity object) and linked to the Implementation Plan. Implementation Plans can also be created for Frameworks.

Workplanning: Activities

An Activity is a set task performed under an Implementation Plan. The Activity record contains all the details of the activity, including start & 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 Budget. They can be assigned to Contacts directly through the Contact lookup field or through the Activity Assignment object.

Resource Planning: Positions, Roles, & Assignments

Resouce Planning: Goods, Services, & Procurement Requirements

A catalog of Goods or Services can be created needed to carry out Activities. The Good/Service record contains details like expected cost, preferred procurement method, and more.

These Good/Services can be requested, planned, or tracked for Activities using Procurement Requirement(s). Thus the Procurement Requirement object affiliates Goods/Services with Activities, essentially showing the goods or services required to successfully implement project activities. The Procurement Requirement record include details to track the quantity required, due date, actual cost etc.