Step #1 - List streams of work:In this step only look at the "Title" and "Type" columns, ignore all others for now.
Write titles for all major objectives you are aiming to deliver and want the people interested in your project to know about.
Then select the type "Streams of Work" and just copy it to all work items you just gave a title, just like you would in Excel.
Step #2 - List the deliverables for each stream of work:Now add columns below the "Streams of Work" via right-clicking a column, as many as you need.
Write titles for all major deliverables within these streams of work and select the type "Deliverable".
Make sure they are in priority order, most important deliverables at the top. Move columns around as needed.
Step #3 - Break down each "Deliverable" into "Tasks" which need to be completed:Now once again add columns below the "Deliverables" via right-clicking a column.
Write titles for all "Tasks" that are needed to be done by someone to deliver these "Deliverables" and select the type "Task".
Step #4 - For each task, list the “resources required” (who will be completing the task?):Now is the first time other columns are going to be important, in this case the "Roles" column.
Go through your list of tasks from top to bottom and write down "Role" titles of people that would need to perform a task, row by row.
If you already have an idea how long it will take them to perform the task if they would work on nothing but this task alone, also fill in the "Days" (standard work day).
A good way to come up with "Days" needed estimates is to compare how big a task may be compared to another known task, i.e. if it took me an hour to eat ice cream, then eating a big dinner would likely take me a full day.
Some tasks may need multiple people to finish, add all the "Roles" needed.
Step #5 - For each task, list the “dependencies” (what is required before this task can be completed?):Now that the "Roles" are filled in, now "Dependencies" are going to be filled in for each "Task".
Go through your list of tasks from top to bottom and select what other tasks would need to be done before this task can be started, row by row.
Step #6 - For each task assign a duration (what is the duration this will take? (in days)):This time the "Duration" column will be filled in.
Go through your list of tasks from top to bottom and type in how long (standard work days) you think it will take to finish a task (including interruptions and other work a person may have to do), row by row.
This can be done in two ways, either in the excel-like table "Duration" column or by dragging the end of a task to the right on the Gantt Summary chart.
Step #7 - Use all pieces of the puzzle to put together timeline:We recommend to open the Gantt Summary chart in a separate browser window for this step, ideally on a second monitor.
In a future version there will be an auto-schedule based on the above-provided pieces of information.
Go through your list of tasks from top to bottom and drag the Gantt chart task bar to fit with the earliest possible start date of a task, keeping in mind previously filled in and visible dependencies.
Step #8 - Check how many people you need to get this project done:Have a look at the "Resource matrix" and check how many people you need to get this done, week by week.
It may help to adjust the timeline again to ensure that there is as little fluctuation as possible in who is needed week on week.
Step #9 - Celebrate:Press the "Save" button. Planning a project timeline is no trivial task. If you have followed the steps until here, you'll have done an awesome job and will surely succeed with your project.
PMfiddle is designed to make it as easy as possible for people to share their already planned projects and allow everyone to benefit from abundant planning experience and successes.
We hope to be able to offer you a template that works makes it easy for you next time you plan any project.