Resource Planning Form
Use the Resource Planning form to specify options that determine how you enter and view planning information for projects, opportunities, and resources..
The Resource Planning Settings form is only available if you activated the Resource Planning application.
Related Topics:
- Display the Resource Planning Settings Form
You display the form in Settings. - Summary Tab of Resource Planning Settings Form
Review the sections on this tab to see a summary of the entries that are made on each of the tabs in Resource Planning Settings. - Plan Settings Tab of Resource Planning Settings Form
Use the Plan Settings tab of the Resource Planning Settings form to specify a variety of settings related to plans for projects and opportunities. - Resource Settings Tab of Resource Planning Settings Form
Use the Resource Settings tab on the Resource Planning Settings form to specify utilization and schedule thresholds and to turn on soft and hard booking. - Rates Tab of Resource Planning Settings Form
Use the Rates tab of the Resource Planning Settings form to specify the budget type and the cost and billing rate methods, tables, and multipliers to use as the defaults for new plans. - Grids Tab of Resource Planning Settings Form
Use the Grids tab on the Resource Planning Settings form to select the columns that can be displayed in the project planning grids on the Projects form in Project Plan mode. 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 this 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. - Non-Work Days Tab of Resource Planning Settings Form and Time Settings Form
Use the Non-Work Days tab on either the Resource Planning Settings form or Time Settings form to identify the days of the week on which your employees normally do not work and to specify your holidays. Entries that you make on either form update this information on both forms. - Generic Resources Form of Resource Planning Settings
Use the Generic Resources form to manage generic resources when planning projects. Generic resources are placeholders that represent categories of employees (for example, principal, architect, engineer, or geologist) that you will use when you create your plans
Parent Topic: Fields and Options