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Learning path: Plan and release your first project

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Summary: Take a project in LYNX-X from an empty plan to a released one, with its work in order and the right people on it. 6 articles to start with, about 27 minutes of reading, for project managers.

In LYNX-X, this is a Start path for project managers (new to LYNX-X). Get going: 6 steps, about 27 minutes of reading, for your first session. Go further when you need it.

 

You will be able to

  • Create a project and choose the way to start it
  • Explain how a LYNX-X plan works: remaining time, buffers and priority
  • Build the plan: tasks with durations, in the right order
  • Say which skill each task needs and who looks after it
  • Release the plan to the people who do the work

When you finish: a released project with tasks, dependencies and the right people on it.

 

The journey

4 parts, in order. Get going covers the first session; Go further waits until your work asks for it.

  1. Start the project (steps 1 to 2, about 7 minutes): create the project and learn how LYNX-X plans.
  2. Build the plan (steps 3 to 5, about 16 minutes): add the tasks, put them in order and say who is needed.
  3. Release it (step 6, about 4 minutes): hand the plan to the people who do the work.
  4. Schedule with critical chain (Go further): the idea behind the schedule, and buffers, when you are ready for them.

 

Is this path for you?

Yes, if this sounds like you: “I manage projects and want my first project planned, scheduled and released in LYNX-X.”

Not quite? LYNX-X: start here sets out every path, and every topic if you would rather go straight to one.

 

Before you start

  • Your space has its working time, and the skills and people your projects plan with, set up.
  • You know the work your first project needs.

 

Get going

Start the project

Step 1 · Creating a project, about 3 minutes of reading

What to expect: You create a project and give it the ID, name and status the project list identifies it by.

Step 2 · How LYNX-X plans your work, about 4 minutes of reading

What to expect: You learn the three ideas behind a LYNX-X plan, safety in buffers, progress as the time still needed and priority from the buffer, and what each changes in your week.

Tip
Try it in your space: Create the real project you want to plan next, with its ID, name and status.

Note
Check yourself before you go on:

  • The project appears in the project list with the ID and name you entered, a status of Not started, and no CCPM figures yet.
  • You can explain the three ideas behind a LYNX-X plan, safety in buffers, progress as the time still needed and priority from the buffer, and what each changes in your week.

Build the plan

Step 3 · Adding tasks to a project plan, about 6 minutes of reading

What to expect: You add the tasks that make up the project and give each one a duration, so LYNX-X can schedule the plan.

Step 4 · Adding task dependencies, about 6 minutes of reading

What to expect: You connect tasks so that one starts after another has finished, and LYNX-X schedules them in that order.

Step 5 · Adding a skill or a task manager to a task, about 4 minutes of reading

What to expect: You say which skill each task needs and who looks after it, from the task's Assignments and Taskmanagers tabs.

Tip
Try it in your space: Add the project's first tasks with their durations, put them in order, and give each one a skill and a task manager.

Note
Check yourself before you go on:

  • The grid lists one row per task, numbered in plan order, each with the duration you entered.
  • The task's Predecessors tab lists the predecessor with its relation, and the tab counts it.
  • The skill is a new row on the Assignments tab: S: Project Manager, with the resource LYNX-X proposes.

Release it

Step 6 · Releasing a project, about 4 minutes of reading

What to expect: You release the planned project, so its tasks reach the people who will do them.

Tip
Try it in your space: Release the project when the plan is ready, so its tasks reach your team.

Note
Check yourself before you go on:

  • The project leaves the Not started list.

 

Go further

Step 7 · Creating a project from a template, about 3 minutes of reading

What to expect: You start a project from a template, with its tasks, durations, dependencies and assignments already in place.

Step 8 · Choosing how to assign work, about 4 minutes of reading

What to expect: You compare assigning by skill, by skill and property, by virtual skill or by naming a resource, and see why CCPM favours starting with skill.

Step 9 · Setting up critical chain scheduling, about 5 minutes of reading

What to expect: You choose how LYNX-X shortens task durations and sizes buffers, and insert the buffers into the plan.

 

Where next

Back to LYNX-X: start here for the other paths, or open the LYNX-X section for the work in front of you.

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