Overview: Completing the project plan (02:51)

Welcome to the Completing the project plan section. Here are the core actions for completing the project plan in the Projects area:

  1. Validate Key Dates and Deliverables
  2. Create resource requests
  3. Define the financial forecast
  4. Create the project baseline
  5. Advance the project to the next stage and
  6. Create a Microsoft Teams Project Channel for the project.

These are not sequential actions, and you may skip some (or even all) based on your project delivery requirements.

Download Job Aid: Completing the project plan

Disclaimer: Some images in the instructional video and text instructions contained herein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates.

Skip to content