TECHNICAL SESSION · LIVE · 60 MIN · HANDS ON

Additional References

Set the Project Up in BST. What exists across the course today, and what is still being built.

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Everything below already sits somewhere on the course site or is named by it. Start with the pages that exist. The second and third tables record what this session needs and does not yet have, so nothing here has to be guessed at in the room.

Already on the site

Read these before the session. Each one carries part of what the hour assumes.

ResourceWhat it carries
Reading the BST11 DashboardThe only BST screen documentation in the program. All three tabs, every column with a definition, the aging bands, and the right-click Related Items menu.
Module 2 Overview, Project Finance 1Where Revenue is set beside Effort and the Variance between them is read.
Finance Field Guide, Module 2Effort Projections explained in depth, including what a negative Variance means on hourly work.
Module 4 Overview, ContractingWhere the fee this session loads is built and executed.
Planning Studio 2, Module 5The second BST screen design, and where the loaded budget becomes a work plan.
Named by the course and not yet built

Each of these is referenced somewhere in the program as though it exists. None of them does.

ResourceStatus
The BST11 field referenceCited as the source of every column definition and never provided.
The market-segment template listNamed as a decision point with no list to decide from.
Effort Projection entryThe concept is taught. The location is not.
Project Setup Process, OpsListed as a Module 7 resource and not built.
Open items for this session

These are the answers Grace supplies to turn this session from a map into a procedure.

Open itemWhat is needed
The market-segment template listThe course names Copy Project from the market-segment template and never lists the templates. Grace supplies the list and the rule for choosing between them.
Where the Effort Projection is enteredThe course explains the projection in depth and never says where in BST it lives. This is the single largest gap in the session.
The Project Accountant review turnaroundHow long review takes, and what a project manager may and may not do while the record is pending.
Which dashboard version is currentThe course carries two different BST screen designs under two different names. Grace confirms which one the cohort will see.
The BST11 field referenceCited as the source of the column definitions and never provided. Attaching it to this session would close a documented gap.

The Session Overview explains why each gap matters. The Quick Reference carries what is settled.