How to...

In the Resource Planning Settings, 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 form in Resource Planning Settings.
  • 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 form in Resource Planning Settings.
  • Set Up Default Cost and Billing Rates for Plans
    To select default methods and rate tables for calculating plan amounts, go to the Rates form (Settings > Resource Planning > Rates).
  • Specify Scheduled Thresholds
    To specify the target range for scheduled percentage, go to the Resource Settings Form in the Resource Planning Settings.
  • Specify Utilization Thresholds
    To specify the target range for utilization percentage, go to the Resource Settings from in the Resource Planning Settings.
  • 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 form on the Resource Planning Settings.
  • 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 form in the Resource Planning Settings. 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 form 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 form in either the Resource Planning Settings or Time Settings.
Parent Topic: Resource Planning Settings