Workplanning & Resource Planning

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

Roles store the details about the types of responsibilities that needs to be done through the course of a project. For example, an organization might have a role for “Water Specialist” in their system.

Positions allow organizations to track available or required positions that need to be filled to complete specific project activities. For example, the “Water Specialist for the Kenya Water Management Project”.

Essentially, 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.