Console

Manage Planning Groups

A planning group is a logical grouping of data objects based on the order/priority in which they are worked. Objects can be grouped within and across process areas into smaller work packages that can then be tightly managed and reported on.

The DSP is delivered with three planning groups, Tier 1, Tier 2 and Tier 3, which cannot be updated. Users can add custom planning groups as needed. Refer to Add a Planning Group for more information.

To allow for the setting of Migration milestones and effective management of the wave, a planning group must be assigned to each object in the migration project.

Planning groups and their associated ‘baseline’ planning dates are assigned at the wave level.

NOTE: Planning groups assigned as being AutoInclude are automatically added to all newly created Waves. Additionally, a planning group can be designated as the default planning group for a wave. The default wave planning group is assigned to all Objects added to a Wave / Process Area. Refer to Add a Planning Group for more information.

Add Planning Groups to Wave Load Cycles

Planning groups are templates that can be applied to a Wave’s load cycles and milestones to track a project’s metrics for completing the Design/Build and Execution stages of a migration project. Planning groups can be added to load cycles for a Wave once the planning group has been added to the Wave. Refer to Add a Planning Group for more information.

To add a planning group to a load cycle in Console:

  1. Click Waves in the Navigation pane.
  2. Click the Load Cycles icon for a Wave.

  3. Click the Planning Groups icon for a load cycle.

    View the field descriptions for the Wave Load Cycles page

  4. Select a planning group and click the Include icon.

NOTE: To remove the planning group from the load cycle select a PLANNING GROUP and click the Remove icon to exclude the planning groups from the load cycle.

View the field descriptions for the Wave Load Cycles Planning Groups page