SECTIONSProject Planning Methodologies
To plan a project in PSA, you can use top-down or task-based planning, a combination of both, or add tasks from a project template.
| Methodology | Description | More Information |
|---|---|---|
| Top-Down Planning | In top-down planning, you set overall project objectives and the methods to achieve them, and then set assignments, resource requests and tasks for lower levels of the organizational hierarchy. | |
| Task-Based Resourcing |
Using task-based resourcing, you plan tasks first and add roles and resources who will be performing the tasks. You then create resource requests and assignments to form the overall project objectives and schedule. |
Task-Based Resourcing Overview |
| Add Project Tasks From a Template | You can copy all project tasks from a project template to your current project. This maintains the existing hierarchy and project task dependencies. | Adding Project Tasks from a Template |