Training

Contact your Playbook Administrator to get enrolled in Playbook training.

Not sure who your Playbook Administrator is, no worries, we can help!

Hands-on Exercises

Basic User (Everyone)

• Exercise 1 - Let's Get Started
• Exercise 2 - Create & Manage Project Plans
• Exercise 3 - Determining the Critical Path Accurately
• Exercise 4 - Task Fundamentals
• Exercise 5 - Queued Tasks, Loading & Pull
• Exercise 6 - Multitasking Causes Delays
• Exercise 7 - Time Off & Ongoing Tasks
• Exercise 8 - Preparing for Tomorrow's Huddle
• Exercise 9 - Meeting & Shared Tasks
• Tutorial 10 - Notifications & Task Acceptance
  
  

Power Users (Project Leaders & Summary Task Owners)

• Exercise 11 - Game Plan - Advanced Features
• Exercise 12 - Selection Techniques
• Exercise 13 - Copy/Paste in the Same Project
• Exercise 14 - Copy/Paste Across Projects
• Exercise 15 - Filter Predecessors or Successors
• Exercise 16 - Team Huddles - Maximum Effectiveness & Efficiency
• Exercise 17 - Creating a Typical Buffer
• Exercise 18 - Creating a Buffer with a Predefined Due Date
• Exercise 19 - Creating a Buffer to Start After a Previous Buffer

Reference Materials

• Playbook Icons
  Lists and describes all icons in Playbook.
• Daily Huddle Workflow 
  A standard workflow the team can follow to conduct effective huddles in 15 min or less.
• Playbook Keys to Success - Overview
  An overview of the three key operational steps needed to ensure long-term success.
• Playbook Keys to Success - How-to Guidelines
  Step-by-step guidelines that explain how to implement the three key operational steps.

Report Templates

Buffer Charts

Buffer Charts help project teams answer the question, “How likely is it that we'll complete our project on time?”

Buffer Charts plot the movement of a milestone relative to a buffer and indicate the current level of schedule risk to the project team every day!

To learn more about buffers and buffer charts, ask a Playbook Administrator to enroll you in either the (Level 5) Playbook for Project Leaders or (Level 4 → 5) Advance to Project Leader course on Playbook Academy.

Portfolio Milestone Chart

The Portfolio Milestone Chart is a buffer chart of all milestones on all projects. In one view you can see the level of schedule risk of all milestones in the portfolio, which ones are on track, and which ones could use some help. 

The Portfolio Milestone Chart is currently only available in Power BI format and can be downloaded below. Power BI is free and can be downloaded from the Microsoft Store.

Portfolio Milestone Chart Template (Updated 25 May 2023)

Buffer Chart Templates

In addition to the embedded buffer charts in Playbook which do not require any external files, templates are also available in Power BI and Excel and can be downloaded below. Power BI is free and can be downloaded from the Microsoft Store.

Power BI Template (Updated 9 May 2023)
Excel Template (Updated 18 May 2023)

When opening the Excel template, the macros might be disabled by default.

If you see the message in the image above, close the Excel file, then right-click on the file and do the following.

Reopen the Excel file.

Need a hand? Contact Training Support.