Project 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.

Note:

We're retiring the Gantt page, and Project Task Gantt, and they'll be deactivated in a future release, no sooner than Spring 2027. We'll continue to support the Gantt page and Project Task Gantt until deactivation, but recommend that you start using Gantt on a project record. Work with your administrator to start using Gantt on a project record.

For more information, see Managing Project Tasks from Gantt on a Project Record.

Project Planning Methodologies
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