Project plan

Thanks to Navigo planning, you will have a perfect overview of your project. Throughout the course of the job, this plan will help you see if you are making ends meet and meeting deadlines. In case of warning signs, the plan can be adjusted in time.

Creating a project plan in Navigo is simple and intuitive. A contract can be scheduled according to its complexity, from simply monitoring the budget, to keeping track of subcontracts, type of work and assigning work to specific people. Large-scale projects can be divided into parts that are implemented in stages.

The project plan allows the project to be tracked in terms of money, time and completion status. Information from the plan is involved in the automatic display of cash flow of the company, capacity plan and others.

Contents

Benefits of project planning in Navigo
How to get started with planning in Navigo
Parts of the plan

The project plan is the cornerstone of all project management. A well-designed plan will help you to keep a realistic overview of the project’s progress at all times and catch risk deviations early if necessary.

The advantage of planning a project in Navigo is that data entered in one place are transferred to the entire system and a variety of outputs are automatically generated. These are available to various people, making the management of the project much more efficient and easier. At the same time, there is cross-checking, which reduces the risk of errors.

Another advantage of planning in Navigo is that no matter how you plan, you can always look at your data from different angles. So, if you use Navigo’s project planning, you will receive a number of automatic outputs during project management and get the maximum information from the minimum of data you enter.

Benefits of project planning in Navigo

  • Scheduling in Navigo is easy and intuitive.
  • Effective for small, medium and large-scale projects.
  • You can plan based on time, money or structure.
  • You enter a minimum of data and don’t have to retype it repeatedly.
  • You have the perfect project structure.
  • You can plan to different levels of detail.

How to get started with planning in Navigo

Before you start creating a plan in Navigo, you must have the client’s details filled in.

Basic project balance sheet

To create a plan, you need to have a basic idea of the project. This includes several questions: What is the subject of the project? What is its budget, costs and how much profit should it make? How much time do you need to complete the project? How many people do you need for the project? What will you do on your own and where do you need to count on a subcontractor? This layout is the most important criterion for a successful project. If you have this idea, you need to think about the perspective from which you want to plan your project.

Time, budget or structure?

In Navigo, you can start planning a project based on budget, schedule or structure. This decision is entirely up to you, and you will not make a mistake whatever you decide. Even if you start planning your project from one perspective, Navigo automatically creates a plan for you from other perspectives. So, if you have decided to start planning based on time, that is, you want to create a project timeline first, a financial plan will be created automatically along the way. Similarly, if you have a complex project that you need to break down into smaller parts, you can start planning according to the structure and Navigo will create a schedule and financial plan based on the data you enter. At any time from the creation of the plan to the completion of the project, you can switch between these views very easily.

Planning based on time – Gantt chart

If you want to schedule your project based on time, you can use the Gantt chart. This is a tool in which you create a project timeline on the axis and then link all the important parts of the plan to it: the budget, planned subcontracts, work capacity, etc. More about time-based planning here.

Budget-based planning – thermometers

If the basic aspect you want to monitor is the budget, then you can start planning based on that. In the project plan you enter the budget, mark the expected costs and profit, this automatically sets the basic skeleton of the so-called. The cost and cost estimate are based on the basic thermometer. As the project gets underway, the thermometer will start to fill up and you will see money being stolen from the budget. The main advantage of thermometers is their ability to give you an early prediction of where the project is going financially. Read more about thermometers here.

Structure-based planning – WBS

You can use this type of planning for more complex projects, where you can decompose the entire plan into a tree structure and continuously monitor the development of individual parts. With the WBS you can plan at many levels and sub-levels, and you can create a project plan that involves working in phases and over several years. More about WBS here.

Remember that no matter how you plan your project, you can always view it in terms of money, time or structure! Simply put – even if you have decided to plan in Gantt, the thermometers will automatically create themselves, if you plan in WBS, Gantt and thermometers will automatically create themselves, etc.!

Parts of the plan

The project plan consists of several basic elements. This is actually the input data that needs to be entered into the plan. From this basic data in Navigo, you will get all the automatically generated outputs during the project implementation, which will make your project management much easier.

Budget

The budget is one of the most important items in the project plan. In Navigo, you just need to enter the total budget amount, projected costs, profit, but also projected revenue. After entering the sum of the projected subcontracting costs, the remainder of the projected costs remains reserved for in-house work. As far as income is concerned, you can plan not only the income for the whole project, but also the sub-income you expect during the implementation of each part of the project. By entering these few data you have created the basis for project management and automatic outputs such as cashflow, financial forecast, EVM chart, etc. More about the financial planning of the project here.

Deadlines and important commitments

An important part of the plan is the deadlines and contractual obligations you need to meet with the client. In addition to these, you can enter various internal deadlines and milestones into the plan, which Navigo will also automatically notify you of.

Thanks to a sophisticated system of time references and alerts, Navigo will keep track of all these important dates and points for you. At the same time, any changes to the plan will automatically propagate those changes to the entire plan. This will prevent many mistakes.

Subcontracting

If you will be subcontracting some of the work, you can schedule the subcontracts in Navigo. You’ll see their budget and timeline, and you’ll be in control of their deadlines and expenses as the project progresses. You can also link sub-deliveries to orders in Navigo. More about subcontracting here.

Own work

In the project plan, you can define what part of the project you will implement through your employees. You can specify exactly what types of work you want done, and which people are to do the work and in what time. With this planning, you will create a capacity plan in Navigo, where you can see the workload of your employees. More about planning your own work here.