How to...

On the Resource Planning Settings form, you specify options that determine how you enter and view planning information for projects, opportunities, and resources.

Related Topics:

  • Add a Generic Resource (Browser)
    Use the Generic Resources form to add a new generic resource for planning purposes.
  • Enable Planning for Expenses and Consultants
    To turn on the option to enter plan data for expenses or consultants, go to the Plan Settings tab on the Resource Planning Settings form.
  • Specify Default Plan Settings for New Projects and Opportunities
    To specify settings that are used by default for new project and opportunity plans, go to the Plan Settings tab on the Resource Planning Settings form.
  • Set Up Default Cost and Billing Rates for Plans
    To select default methods and rate tables for calculating plan amounts, go to the Rates tab on the Resource Planning Settings form.
  • Specify Scheduled Thresholds
    To specify the target range for scheduled percentage, go to the Resource Settings tab on the Resource Planning Settings form.
  • Specify Utilization Thresholds
    To specify the target range for utilization percentage, go to the Resource Settings tab on the Resource Planning Settings form.
  • Turn On Soft and Hard Booking
    To turn on the option to designate resource assignments as "soft" (tentative) or "hard" (confirmed or approved), go to the Resource Settings tab on the Resource Planning Settings form.
  • Select the Available Columns for the Project Planning Grids
    To select the columns that can be displayed in the project planning grids on the Projects form, go to the Grids tab on the Resource Planning Settings form. Users who work with the project planning grids can choose the columns that they want to display, but only the columns that you select on the Grids tab are available to them. You can exclude columns that you do not use or that you do not want to display for other reasons.
  • Specify Non-Work Days
    To identify the days of the week on which your employees normally do not work, and to specify your holidays, go to the Non-Work Days tab on either the Resource Planning Settings form or the Time Settings form. Entries that you make on either form updates this information on both forms.
Parent Topic: Resource Planning (Browser)