Workstream

A workstream entity is a collection of resources working towards a common goal on a portion of the application or process portfolio.

When creating, searching for, or editing a workstream, enter or update information in the following sections:

  • Summary. The fundamental information about the workstream.

  • Schedule. The planned and actual start dates, finish dates, duration, and effort.

  • Staffing. The users assigned to the workstream.

  • Scope. The processes and applications impacted by the workstream.

Summary

In the Summary section, enter the fundamental information about the workstream.

Figure A-23. Workstream Summary section

Table A-23. Workstream Summary fields

Field (*Required)

Description

Workstream No.

Read-only. A unique numeric identifier of the workstream.

Status

Read-only. The status of the workstream.

  • New - The workstream is being defined but has not been submitted.

  • Active - The workstream is active and currently being managed by its owner.

  • In Review - The workstream is currently under review.

  • Closed - The workstream is completed.

  • Cancelled - The workstream has been cancelled and its information is no longer valid.

*Name

A distinct and unambiguous name for the workstream that reflects its intention.

Priority

The importance of the workstream to the enterprise relative to other workstreams.

  • Low - The workstream does not affect the performance and functioning of the enterprise and is of less importance compared to other workstreams within the enterprise.

  • Normal - The workstream may or may not affect the performance and functioning of the enterprise and is of average importance compared to other workstreams within the enterprise.

  • High - The workstream may affect the performance and functioning of the enterprise and is of more importance compared to other workstreams within the enterprise.

  • Critical - The workstream is required for the performance and functioning of the enterprise.

Description

Information that describes the scope, effort, and timeline of the workstream.

Owner

The full name of the person who is responsible for executing the workstream. The owner is allowed to edit information about this workstream.

Reviewer

The full name of the person who is responsible for reviewing the workstream and verifying that the deliverables are met.

Created By

Read-only. The full name of the user who created the workstream entity.

Created On

Read-only. The date on which the workstream entity was created.

Schedule

In the Schedule section, enter the planned and actual start dates, finish dates, duration, and effort.

Figure A-24. Workstream Schedule section

Table A-24. Workstream Schedule fields

Field

Description

Scheduled Start Date

The day on which the workstream is planned to start.

Actual Start Date

The day on which the workstream actually started.

Scheduled Finish Date

The day on which the workstream is planned to finish.

Actual Finish Date

The day on which the workstream actually finished.

Scheduled Duration

The planned number of work days needed to complete the workstream.

Actual Duration

The actual number of work days needed to complete the workstream.

Scheduled Effort

The planned number of working hours needed to complete the workstream.

Actual Effort

The actual number of working hours needed to complete the workstream.

Staffing

In the Staffing section, enter the users assigned to the workstream.

Figure A-25. Workstream Staffing section

Table A-25. Workstream Staffing fields

Field

Description

Resource(s)

List of users, by full name, assigned to the workstream.

Scope

In the Scope section, enter the processes and applications impacted by the workstream.

Figure A-26. Workstream Scope section

Table A-26. Workstream Scope fields

Field

Description

Process(es)

Zero, one, or more processes impacted by the workstream.

Application(s)

Zero, one, or more applications impacted by the workstream.

Application Set

The set of applications impacted by the workstream.