About the Workbook Module

The Workbook module is designed specifically for the management of items. Workbooks provides a detailed summary of all the information related to a selected item. Workbooks provide a drill-down views into items and serve as the building blocks of the system.

A workbook enables you to focus on the particulars of an item or portfolio, including the following information:

• Item/Portfolio Scorecard: Provides an assessment of the item in various categories.
• General Information: Includes the name of the item manager, the item's start and end dates, the number of completed phases, and the current phase.
• Status Information: Provides a summary of the activity for the item. Status information includes all updates requested for the item, updates for which you are responsible, action items, and deliverables.
• Action Items: Tasks that must be completed in order for the item to progress.
• Life Cycle: Provides information about the phases of the item, including planned-versus-actual phase dates and phase performance assessment.
• Deliverables: Provides item details, including:
  • Deliverable: The name of the deliverable.
  • Owner: The owner of the deliverable.
  • Phase: The name of the phase in which the listed deliverable is contained.
  • Status: There is a check box in this column displaying whether or not the deliverable is complete.
  • Link: Displays the link assigned to the deliverable.
  • Due Date: The deliverable deadline.
• Dependencies: Provides a list of dependencies for an item. You can view the items/portfolios that depend on the selected item, or item/portfolios which the selected item supports.
• Links: Hyperlinks to web sites and locations within the Primavera Portfolio Management system that are related to the item.
• Contacts: Contact information for people connected with the item.