Course Code: PM-03
Goal: Master the creation, organization, and oversight of project tasks, leveraging templates, bulk creation tools, and task visualization tools within CUBE.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level:  Intermediate (Ideal for project managers, schedulers, and engineers)

Resources Provided:

• Task Creation Quick Reference
• Template & Memorized Task Catalog
• Gantt and Calendar View User Guide
• Task Filtering and Reassignment Guide

Learning Objectives

By the end of this session, participants will be able to:

• Create project tasks manually and through bulk imports.
• Utilize memorized task lists and project templates.
• Set up task hierarchies with summary tasks and milestones.
• Navigate and manage tasks using Gantt Chart and Calendar views.
• Edit, duplicate, filter, and reassign tasks efficiently.

Session Agenda

3.1 Manual and Bulk Task Creation

• Create individual project tasks.
• Bulk create tasks using spreadsheet import.
• Validate task assignments post-import.

3.2 Using Memorized Tasks and Templates

• Apply memorized task lists for consistent project structure.
• Clone templates into new projects.
• Modify templates for project-specific needs.

3.3 Summary Tasks and Milestone Setup

• Group tasks under summary headers for easier management.
• Create and designate tasks as key milestones.
• Link milestone achievement to project health indicators.

3.4 Gantt Chart and Calendar Views

• Navigate Gantt chart for task sequencing and dependency mapping.
• Switch to Calendar view for weekly/daily assignment visibility.
• Adjust task bars and drag-to-reschedule.

3.5 Editing, Duplicating, Filtering, and Reassigning Tasks

• Edit task details (dates, roles, descriptions).
• Duplicate tasks for repetitive work phases.
• Use advanced filtering (by status, assignee, date).
• Reassign tasks individually or in bulk.

Hands-On Preview (Optional if time allows)

• Create a set of tasks using a memorized template.
• Group into summaries and define a milestone.
• Adjust timeline via Gantt chart.
• Filter open tasks and bulk reassign.

Post-Session Action Items

• Review current project task structures.
• Standardize memorized task lists for department-specific projects.
• Practice using both Gantt and Calendar views for different reporting needs.
• Prepare for forecasting labor against project tasks (PM-04).

 Note: When scheduling, make sure to include this session code: PM-03.

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