Project planning item form

  • Release version: Xanadu
  • Updated August 1, 2024
  • 4 minutes to read

    • Learn about the fields of the project form. Use this form to create or edit the details of a planning item of the type Project in Strategic Planning workspace.

    These fields are displayed on the full details page of the planning item.
    Table 1. Project planning item form
    Field Description
    Name Brief description of the planning item.
    Description Detailed information of the planning item.
    Status Status of the planning item.
    Owner User assigned to this planning item.
    State Current working state of the planning item.
    Percent complete Percentage of work completed for this planning item.
    Planning state State of the planning item in the Strategic Planning or Portfolio Planning Backlog.
    MoSCoW Priority of this planning item based on its importance. The available options are:
    • 1 - Must have
    • 2 - Should have
    • 3 - Could have
    • 4 - Won’t have
    Portfolio Portfolio that this planning item is associated to.
    Program Program that this planning item is associated to.
    Product Product that this planning item is associated to.
    Strategic program Strategic program that this planning item is associated to.
    Product enhancement Product enhancement that this planning item is associated to.
    Primary goal Goal that is associated with this planning item as the primary goal.
    Primary target Target that is associated with this planning item as the primary target.
    Work notes Notes to capture the updates and discussions on the planning item as the work progresses.
    Strategic priority Strategic priority that this planning item is related to.
    Table 2. Dates section of the Project planning item form
    Field Description
    Planned start date Date on which the work for this planning item is planned to start. This value is copied from the Approved start date field.
    Planned end date Date on which the work for this planning item is planned to be complete. This value is copied from the Approved end date field.
    Approved start date Approved start date for this planning item.
    Approved end date Approved end date for this planning item.
    Actual start date Actual date on which the work for this planning item has started.
    Actual end date Actual date on which the work for this planning item is complete.
    Table 3. Details section of the Project planning item formIn this section, capture additional details for this planning item such as Investment type, Phase of the planning item, Execution type, affected business application, and more.
    Field Description
    Investment class Type of investment class that this planning item comes under. Choose from Run and Change
    Investment type Type of investment that this planning item comes under. For example, if completing work on this item improves the user experience for your product, select End User Experience.
    Demand Demand that this planning item is associated with.
    Execution type Execution methodology for this planning item. Select from Waterfall, Agile, or Hybrid.

    This field is available only if the planning item is of the type Project.
    Priority Priority of this planning item.
    Phase Phase of this planning item.

    This field is available only if the planning item is of the type Project.
    Business application Business application that this planning item is related to.
    Other impacted business applications Business applications that this planning item has an impact on.
    Business capabilities Business capabilities of this planning item.
    Table 4. Business case section of the Project planning item formIn this section, capture business details for this planning item such as risks, scope, and blockers for this planning item.
    Field Description
    Business case Business case to invest in this planning item.
    Risk of performing Risks to the business if work on this planning item is completed.
    Risk of not performing Risks to the business if work on this planning item isn’t completed.
    Enablers Enablers for this project.
    Barriers Blockers, if any, for this planning item.
    In scope Defined criteria for this planning item.
    Out of scope Clearly defined criteria that is not necessary for this planning item.
    Assumptions Assumptions, if any, to work on this planning item.
    Table 5. Financials section of the Project planning item formIn this section, capture financial details for this planning item such as cost, CapEx, OpEx, benefit, ROI, and other estimates.
    Field Description
    Planned cost Planned cost to take up this planning item.
    Planned capEx Planned capital expenditure for this planning item.
    Planned opEx Planned operational expenditure for this planning item.
    Planned benefit Planned benefit from this planning item.
    Actual benefit Actual benefit achieved from this planning item,
    Estimate to completion Estimated cost to complete work on this planning item.
    Actual cost Actual cost on this planning item.
    Actual capEx Actual value of capital expenditure for this planning item.
    Actual opEx Actual value of operational expenditure for this planning item.
    Planned ROI Planned return of investment for this planning item.
    Planned return Financial return on this planning item.
    Estimate at completion Estimated cost at the time that work on this planning item is completed.
    Table 6. Score section of the Project planning item formIn this section, capture scoring details for this planning item such as score, value score, risk score, and size score.
    Field Description
    Score
    Value score Score for the value obtained with this planning item.
    Risk score Score for the risk associated with this planning item.
    Size score Score for the job required to complete the task.