Project Workbook

Project Data
Charter
Dashboard
Budget
Risk Register
Issue Log
Action Log
Delivery Milestones
WBS (High Level)
Contact List
Roles & Responsibilities
Resource Allocation Matrix
Assumptions & Constraints
Decision Log
Communication Plan
CR Log
Deliverable Acceptance Log
Time Track - Resources

Time Track - Task
Invoice Tracking
Document Version
Project Workbook (Version 1.0)
Table of Contents
*** IMPORTANT *** The "Project Data" tab when filled out, will populate all the remaining tabs with the base project
information like Project Name, Project Sponsor, Project Manager etc.
The "Project Charter" tab allows you to fill out the goals, objectives, scope, stakeholders of the project. This will serve as the
Terms of Reference for the project.
The "Project Dashboard" tab allows you to report back to sponsors, team members, and stakeholders informed of project
progress. Note that this is a high level report; it does not replace details status reports.
The "Budget" tab to track the original budget, expenditures to date, and variances.
The "Risk Register" tab allows you to identify, qualify, quantify, and prioritize risks (events that might happen; the uncertainty o
project), create mitigation and contingency plans, and assign risks owners.
The "Issues Log" tab allows you to identify and monitor project issues (unplanned events that have happened).
The "Action Items" tab allows you to track and monitor action items assigned to team members. Action items are tasks that mu
be done but are too insignificant from a time perspective to track in your project schedule.
The "Delivery Milestones" tab allows you to identify major delivery milestones and the due dates, objectives, and assumptions
&/ constraints relevant to each milestone.
The "Work Breakdown Structure" tab shows the activities that must be completed during a project, effort required, relevant
dates, and resources assigned . If the project plan is complex, consider using only higher level WBS elements here.
The "Contact List" tab provides contact information for all those involved on the project.
The "Roles & Responsibilities" tab lists the individuals associated with the project, their Roles & Responsibilities. It also shows
deliverables they are involved with, and the % of time they are expected to work on the project.
The "Resource Assignment Matrix" tab shows you what type of resource is responsible for a kind of activity / deliverable. The
tasks listed are examples; you should update the tab with tasks relevant to your project.
The "Assumptions and Constraints" tab allows you to track project assumptions and constraints.
The "Decision Log" tab allows you to track all major decisions made during the course of the project.
The "Communication Plan" tab allows you to detail your communication plan: how you are going to communicate, whom you w
be communicating with, how often, in what format, etc.
The "Change Control Log" tab allows you to track all change requests that are in process or finalized.
The "Deliverable Acceptance Log" tab allows you to track the status of deliverable acceptances.
The "Time Track - Resouces" tab Totals tab allows you to track effort hours of your entire team by individual and by month.
The "Time Track - Task" tab can be used by each team member to submit effort hours by activity, by month.
The "Invoice Tracking" tab can be used to track all project invoices received, dates when the Project Manager approved them,
and totals versus project budget.
The "Document Version" tab contains the document version history for this workbook including when this template was
published; it also includes a disclaimer that you should review before using the template.
Sri:
The project workbook should be maintained by the Project Manager and be available
to all stakeholders. No other stakeholder should edit this document.
If your organization's policy is to not allow all stakeholders to access some of the
information in this document e.g. budgets/ hourly rates for consultants/ employee
rates then consider making those tabs as separate documents.
NOTE: There are comments scattered throughout the woorkbook on how to interpret
certain data or suggested values to use when filling out fields like "status". Any column
heading/cell that has a comment will show a little red triangle at the top right hand
corner of the cell. Hover over the cell to read the comment.
Project Data Details
Project Test Name
Project # Test # 1002
Project Manager Test Sri Prakash
Sponsor Test Sponsor
Info. Source Project Workbook
Updated on February 2, 2017
Charter
Project Test Name Project # Test # 1002
Project Manager Test Sri Prakash Sponsor Test Sponsor
Info. Source Project Workbook Updated on February 2, 2017
Background
Business need and

business benefits
Objectives
Scope In Scope Out of Scope
Deliverables Deliverable Due Date
Key considerations Risks

Assumptions & Constraints Category Risk Description
A-
A-
A-
C-
C-
Success criteria 1-
2-
3-
4-
5-
Signatures
Sponsor
Signature
Printed name
Date
Project manager
Signature
Printed name
Date
Project Dashboard
Key Performance Metrics

1 2 3 4 5 6 7 8 9 10
Schedule
Scope
Cost
Risk
Issues
Planned completion
Est. completion
Legend Green on schedule / on budget Yellow Moderate delays; can be Red Behind schdule / over budget
recovered with remedial action
Management Intervention Required

ID Situation Requiring Management Attention Action Plan Owner
Accomplishments During Reporting Period
Planned Date
ID Description of Accomplishment Completion Completed Owner Comments
Deliverables Title/Description Status Title/Description Status

1 6
2 7
3 8
4 9
5 10
Budget
Budget Status
Approved Budget Planned Expenditures to Date Actual Expenditures to Date
Variance
$0.00 $0.00 $0.00 $0.00
Planned Remaining Budget Actual Remaining Budget Variance
$0.00 $0.00 $0.00
Additional $ needed
Budget Details
Internal Expenses
Salaries Hourly Rate # Hours Total Cost
Resource Type $0.00 0.00 $0.00
Other Internal Expenses Total Cost
Expense Type $0.00
Expense Type $0.00
Expense Type $0.00
Total Internal Expenses $0.00
External Expenses
Consulting Costs Total Cost
Consulting Type $0.00
Capital Expenditures Total Cost
Expense Type $0.00
Expense Type $0.00
Expense Type $0.00
Total External Expenses $0.00
Total Budget $0.00
Risk Register
ID Risk Description Category Trigger Event/Indicator Risk Response and Contingency Plan Owner Status Date Date
Probability
Impact
Description Entered Reviewed
1 Describe the risk Describe the event that Describe the steps to be Describe the Identify
triggers the risk taken to mitigate the response/alternative/ who
risk workaround to be taken owns and
if the risk actually monitors
materializes/becomes this risk
reality
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Issues Log
ID Issue Description Project Impact Action Plan/Resolution Owner Importance Date

Entered
1 Describe the issue Explain how this issue will Describe action plan to Identify who
impact scope, schedule & cost address the issue manages this
issue
10
11
12
13
14
15
7
Date to Date
Review Resolved
Action Items
ID Action Item Owner Status Created Dt. Planned Actual

Completion Completion
Dt. Dt.
1 Describe the item to be completed Person

assigned to
manage
completion
2
3
4
5
6
7
8
9
10
11
12
13
14
15
t # 1002
t Sponsor
bruary 2, 2017
Comments
Delivery Milestones
Planned Completion
ID Milestone Description Status Date
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
2017
Actual Completion
Date
Work Breakdown Structure (HIGH LEVEL)
Dependencies
Planned Estimate to Actual
Effort Completion Completion Completion Resource Name
ID Task Status Hours Cost Start Date Date Date Date / Task Prime
ID # of
1 task
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Contact List
Name Core/ Title Dept. Phone Cell Phone E-Mail

Extended
Team
(999) 999-9999 (999) 999-9999

Project Role
Roles and Responsibilities
Info. Source Project Workbook Updated on 42768
% Assigned
Core/ Other
Name Extended Project Role Prime Responsibility Responsibilities / Deliverables Leading
Team Assignments
Deliverables Participating
in
Resource Allocation Matrix
Infrastructure Support Specialist

Document Writer (Training)
Business End Users / SMEs
Business Project Lead
Project Task
Technical Architect
Business Sponsor
Business Analyst
Project Manager
Data Modeler
Solution Lead
UX Specialist
IS Sponsor
Trainer
Project Management and Requirements
Initiation
1 Develop preliminary project scope 4 3 6 1
2 Identify business need
3 Develop preliminary budget
4 Identify preliminary return on investment
5 Complete project charter
Planning, Requirements, Analysis, Design

1 Establish project identity
2 Identify project team/resources
3 Conduct stakeholder analysis
4 Prepare draft project schedule
5 Conduct project kickoff meeting
6 Gather detailed user requirements
7 Define current business processes (as is)
8 Revise project schedule
9 Conduct project procurement
10 Finalize project budget
11 Develop project communication plan
12 Develop project organizational structure
13 Identify training plan
14 Develop project quality plan
15 Develop scope management plan
16 Develop risk management plan
17 Develop change management plan
18 Develop cost management plan
19 Develop schedule management plan
20 Develop technical specifications
21 Develop technical architecture
22 Configure Software
23 Develop Software, Customizations
24 Develop Code Deployment Staretgy
25 Perform Deployment
Testing, Training, Deployment

1 Develop Test Strategy
2 Develop Test Plan
3 Develop Test Cases
4 Develop Test Scripts
5 Prepare Test Data
6 Execute Test Cases
7 Defect Reporting
8 Defect life cycle management
9 Prepare Release Notes
10 Develop training materials
11 Execute communication plan
12 Develop software
13 Develop new business processes (to be)
14 Deploy new software
15 Conduct training
Closing
1 Get deliverable acceptance
2 Close out contracts
3 Finalize budget
4 Finalize return on investment
5 Conduct closure survey
6 Conduct project post-mortem and document lessons learned
7 Archive project
Legend
ID Responsibility Type
1 Creates the deliverable
2 Input required
3 Reviews the deliverable
4 Approves the deliverable
5 Notified when the deliverable is complete
6 Owns the deliverable upon completion
Data Staging Specialist
App. Developer
QA Analyst
Assumptions and Constraints
ID Description Comments Type Status

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
est # 1002
est Sponsor
ebruary 2, 2017
Date Entered
Decision Log
ID Decision Description Comments Owner Status

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
# 1002
Sponsor
uary 2, 2017
Date Entered
January 12, 2017
Communication Plan
ID Communication Description Frequency Format Owner
1 What type of communication is this? What is the description of the Who sends this
contents/purpose of this communication?
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
Recipient/ Audience
Who is intended
recipient
Change Request Log
Priority
Date Date Date of Included in
ID Change Description Originator Entered Assigned Evaluator Status Decision Rev. #
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Deliverable Acceptance Log
ID Deliverable Description Comments Evaluator Status

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
t # 1002
t Sponsor
bruary 2, 2017
Date of Decision
Time Tracking - Resources (Monthly)
Effort Hours Spent

Resource Name Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Total
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Total 0 0 0 0 0 0 0 0 0 0 0 0 0
Time Tracking - Tasks (Monthly)
Effort Hours Spent

Tasks Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Total
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Total 0 0 0 0 0 0 0 0 0 0 0 0 0
Invoice Tracking
ID Received Date Invoice # Type Period Invoice Type Invoice Amount Invoice Reviewed Comments
1. Labour (for month of) 1. Labour & Approved on
2. Travel 2. Travel
3. Other 3. Other
1
2
3
4
5
6
7
Version Date Published Author
Version 1 February 2, 2017 Sri Prakash
Comments
Initial version published on LinkedIn, Blogs
*** Disclaimer ***

If you choose to use this project workbook, it is at your own risk.
As the author, I am not making any claims to the accuracy of the
information in this workbook.
This document includes my personal preferences as far as

formats, knowledge, experience and work is concerned. This
workbook is not proprietary. Information / knowledge that I may
have used to compile this workbook was available in public
domian.
The only intent of sharing this document is to let it be of assistance

to my peers in the community. There is no commercial
expectation.

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Project Data

WBS (High Level)

Roles & Responsibilities

Resource Allocation Matrix

Assumptions & Constraints

Deliverable Acceptance Log

Time Track - Resources

Business need and

Scope In Scope Out of Scope

Deliverables Deliverable Due Date

Key considerations Risks

Key Performance Metrics

Management Intervention Required

Accomplishments During Reporting Period

Deliverables Title/Description Status Title/Description Status

ID Issue Description Project Impact Action Plan/Resolution Owner Importance Date

ID Action Item Owner Status Created Dt. Planned Actual

1 Describe the item to be completed Person

Name Core/ Title Dept. Phone Cell Phone E-Mail

(999) 999-9999 (999) 999-9999

Infrastructure Support Specialist

Planning, Requirements, Analysis, Design

Testing, Training, Deployment

ID Description Comments Type Status

ID Decision Description Comments Owner Status

ID Communication Description Frequency Format Owner

ID Deliverable Description Comments Evaluator Status

Effort Hours Spent

Effort Hours Spent

*** Disclaimer ***

This document includes my personal preferences as far as

The only intent of sharing this document is to let it be of assistance

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