How should a Work Group document annual work/maintenance within Project Insight?
A project entry should be opened in Project Insight indicating the annual work and the respective years. This project should have a Project Status of ‘3 Year Plan Item’; note that a Project Scope Statement isn’t needed for this entry because it’s a 3 Year Plan item and only high level information is necessary. This project can then remain ‘as-is’, or modified so it indicates accurate future years. When the Work Group actually begins the annual work, they should complete a PSS indicating the scope of work involved and gather the necessary approvals for the PSS. A new project in Project Insight will be created (and will have a Project Status of ‘Active Project’). Once the scope of work has been completed for this project, it will be closed/archived. Hence, the 3-Year Plan project always remains open; the ‘Active Project’ PSS will be the project reflecting the specific annual maintenance being done. An example of the above situation can be found for Project Service’s annual updates to the
