Transform Training: Building a Project

This is a full training session on building a project in Moovila. It covers the following: 

• Fundamentals and best practices of project planning 
• Building out a project structure and adding in details 
• Setting up and managing dependencies 
• Using templates to start new projects 
• Timestamps:
  00:00 Intro to Fundamentals - Creating Your Perfect Project 
  02:03 Fundamentals - Project Scope 
  02:40 Fundamentals - Work Breakdown Structure 
  03:45 Fundamentals - Work Package + Activity Definition 
  05:15 Fundamentals - Effort + Duration Estimation 
  11:23 Fundamentals - Sequencing + Dependencies 
  15:16 Creating a Project and Scoping 
  26:54 Adding Dependencies 
  35:32 Reviewing and Validating 
  38:37 Workflow for Leveraging Templates 
  43:09 Creating a New Project Using a Template 
  47:06 Basics of Task Assignments
   
• Fundamentals of Project Planning Presentation: Learn about the foundational building blocks of creating a project and best practices.
• Quick Start Guide: Building a Project
• Creating a Project: Basics
• Quick Start Guide: Teams
• Managing a Project: Project Status
• Quick Start Guide: Power Grid Basics
• Creating a Project: Adding a New Phase
• Creating a Project: Duplicating and Moving Phases
• Organizing Tasks: Reordering SmartTasks
• Creating a Project: Adding Dependencies
• Managing a Project: Adding Notes
• Managing a Project: Using the Risk Register

Integration-Specific Documentation:

• Autotask PSA: Field Mapping
• ConnectWise: Field Mapping
• ConnectWise: Importing a Project + Using Existing Templates to Build out a Project Shell
• HaloPSA: Field Mapping
• HaloPSA: Importing a Project + Using Existing Templates to Build out a Project Shell

• FundamentalsofProjectPlanningPresentation.pdf
  (500 KB)