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PMWEB Platform — Plan Phase

Define Scope – Before You Build.

PMWEB's planning module gives capital works owners and program managers structured tools to define scope, establish governance frameworks, set stage gates, and baseline their program — before a contract is signed or a dollar committed to construction.

Scope & program definition
Stage gate approvals
Program schedule & milestones
Governance & approval frameworks
Roles, responsibilities & delegations
Why Planning Matters

The Foundation of a Well-Managed Capital Program

Poor planning is the leading cause of cost and schedule blowouts in capital works programs. PMWEB's planning capability gives owners, directors, and program managers a structured, auditable starting point — from scope definition and WBS setup through to governance frameworks and delivery baseline — so that every decision made downstream has a documented foundation.


Explore the Plan phase
01

Scope Definition and Program Structure

PMWEB allows capital works owners to define the full scope of a program from the outset — establishing the Work Breakdown Structure, project hierarchy, and cost account coding before procurement begins. This gives all stakeholders a shared reference point that persists through design, construction, and into operations.

Define program, project, and sub-project hierarchy to any depth required
Configurable WBS aligned to your organisation's chart-of-accounts and reporting structure
Scope documents and program charter linked directly to the project record
Version control on scope changes with full audit trail and approver sign-off
Talk to Our Team
PMWEB program scope definition and WBS hierarchy screen
02

Governance Frameworks and Stage Gate Controls

Capital works programs in the public and regulated private sector operate within formal governance structures — Treasury approval thresholds, Cabinet endorsements, and board sign-off requirements. PMWEB's stage gate functionality allows these decision points to be built directly into the platform, so no work proceeds without documented authorisation.

Configurable stage gates aligned to your organisation's project lifecycle methodology
Gate approval conditions — checklist items, document submissions, budget approval requirements
Role-based approval routing — financial delegations enforced at the platform level
Full audit trail of gate decisions — who approved, when, and on what basis
PMWEB stage gate governance configuration screen
03

Program Schedule and Milestone Management

PMWEB's scheduling capability at the planning phase focuses on the program-level milestones that matter to owners — key decision dates, funding submission deadlines, design completion, construction start, and practical completion. These milestones cascade through the project hierarchy and connect to the stage gate framework, so slippage is visible immediately.

Define baseline program milestones and key delivery dates at program and project level
Link milestones to stage gate approvals — gate passage unlocks the next schedule phase
Gantt and milestone views accessible to all stakeholders with appropriate permissions
Schedule baseline locked at approval — all subsequent changes trigger a formal variation
PMWEB program-level schedule or milestone Gantt view
04

Early Risk Identification and Register Setup

Risks identified late in a capital program cost exponentially more to resolve than those captured at the planning stage. PMWEB's risk register is active from program setup, allowing owners to document, categorise, and assign ownership to risks before design begins — with direct linkage to the contingency budget and the stage gate framework.

Configurable risk categories aligned to your organisational risk framework
Probability and impact scoring with configurable risk heat map thresholds
Risk ownership assigned to named individuals with review and update notifications
Linked to the estimating module — contingency allocations tied to identified risk events
PMWEB risk register screen in the planning phase
05

Planning-Phase Dashboards and Reporting

From the moment a program is set up in PMWEB, reporting is live. Dashboards show program status, outstanding approvals, upcoming milestones, and risk exposure — giving executives and program boards the visibility they need to make informed decisions before construction commences. All reports drill through to the underlying data.

Program-level status dashboard visible to all authorised stakeholders in real time
Outstanding gate approvals, overdue actions, and upcoming milestone alerts
Configurable reports for board, executive, and funding authority reporting
BI dashboards available via HKA Tech for deeper portfolio-level planning analytics — see Business Intelligence
PMWEB planning-phase dashboard showing program status overview
How It Works

The PMWEB Planning Setup Process

PMWEB structures the planning phase into four disciplined stages — from initial program definition through to a fully governed, approved baseline ready for estimating and procurement to commence.

01
Define Program Scope and WBS

Establish the program hierarchy, Work Breakdown Structure, cost account coding, and scope documentation — the shared reference for all downstream planning, estimating, and delivery activity.

02
Configure Governance Framework

Set up stage gates, approval workflows, financial delegation thresholds, and role-based access — aligned to your organisation's methodology (PMBOK, PRINCE2, or internal standards).

03
Establish Milestones and Risk Register

Define baseline program milestones, link them to stage gates, and populate the risk register with identified risks — assigning ownership and linking contingency allowances before design commences.

04
Approve and Baseline the Program

Route the planning documentation through the approval workflow. Once approved and baselined, the program is locked — all scope changes, schedule adjustments, and budget revisions follow the formal variation process.

"

We went live with PMWEB at program setup — before a single contract was signed. Having the WBS, stage gates, and governance framework in the system from day one meant every team member was working from the same structure. When the first variation came, the audit trail was already there.

Director of Capital Programs
State Government Infrastructure Body
Planning Outcomes
100%
Governance decisions captured in-system — no out-of-platform sign-offs
Single
Source of truth for program scope, milestones, and risk across all projects
Zero
Re-keying of scope data between planning, estimating, and procurement phases
Next Steps

Ready to Set Your Next Program Up for Success?

Talk to our team about how PMWEB's planning module can be configured to your governance framework, WBS structure, and delivery methodology.