01
Keep the Master Plan at management level
Project Management / Open project / Planning / Master Plan
Use the overall plan for stable activities, milestones and dependencies rather than weekly task movement.
Project Manager
QUICK GUIDE 15
Plan the coming four weeks
Break selected activities into team actions and manage the near-term horizon without destabilizing the Master Plan.
02
Select activities needing detail
Project Management / Open project / Planning / Master Plan
Choose the activities that are approaching execution and require operational breakdown.
03
Create connected team actions
Project Management / Open project / Execution / Action List
Define clear actions with owners, dates and enough detail for execution in Project Management and Team Workspace.
04
Place actions across four weeks
Project Management / Open project / Execution / Week Planner
Use Week Planner to balance timing, priorities and realistic capacity over the upcoming horizon while keeping the team view current.
05
Refresh the rolling plan
Project Management / Open project / Execution / Week Planner
Review progress weekly and move the planning window forward without rewriting the long-term framework.