Project Plans Training Plan

Project Plan Training Plan

Purpose (Why): To know how to setup and use a new project plan in Paratext.

Learning Objectives (What):

1.     The participants will know how to create a project plan from a base plan.

2.     The participants will know how to modify a project plan

3.     The participants will know how to configure task settings

4.     The participants will know how to assign automatic checks to stages

5.     The participants will know how to assign tasks and checks to team members.

6.     The participants will know how to mark individual tasks as completed.

7.     The participants will know how to generate reports.

Learning Tasks (How):

Paratext Project Plan Powerpoint


Introduction (slide 1-4)

●      Discuss why people are resisting the use of the project plan.

●      Discuss the benefits of using the project plan.

●      Review learning objectives

●      Discuss Project Plan Overview


PPA 5.1 Introduction to Project Plans for Administrators



Project Plan - Prerequisites (slide 5-8)

●      Review first things to consider

●      Review basic inventories

●      If you need to replace an old plan with a new plan, you will need to save a copy of your existing progress, so that you add the information to the new plan.  Here are the instructions.  Then you will need to delete your existing plan.


P8TC 1A.7 Character Inventory        

P8TC 1A.7.1 Punctuation Inventory


Project Plan – Setting up a plan (slide 9-34)

●      Setting project scope

●      Creating a project plan


PPA5.2 Selecting and Applying Base Plans

Applying a base plan

 ●      Modifying a project plan


PPA5.2.1 Combining Tasks

PPA5.3 Modify a Project Plan

Customizing the base plan

 ●      Configuring task settings


PPA 5.3.5 Verifying the Settings

 ●      Assigning checks to stages


PPA 5.3.6 Assigning Automatic Checks to Stages

 ●      Marking Progress to date


Bringing progress up-to-date


Project Plan – Using the Plan (Slides 37-47)

What do we do next?

Are we there yet?

●      Assigning tasks to the team


PPA 5.4 Assigning tasks to team members

 ●      Marking tasks as completed


PPA 5.4.4 Marking Tasks as Complete

P8TC 1.1 My Tasks


Project Plan – View Progress (Slides 48-51)

●      Team progress report

●      Project health report



Your Turn (Slide 35-36, 55)

Notes (Slide 52-54)



Project Plan Setup Summary, (Slide 56-59)



Setting up for Progress Tracking


Contributors to this page: kent_schroeder .
Page last modified on Friday May 1, 2020 18:08:08 GMT-0000 by kent_schroeder.


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