You access the three Integrated Planning views from the MPM Menu Manager. Before the view is displayed, you are given the opportunity to select a project, the WBS elements of the project that you want downloaded, and the type of view. You can also filter the WBS elements downloaded by Manager and Element Type.
When you select the options in the Integrated Planning Open dialog box, you are telling MPM which elements of the selected project to download. In large projects, this can be useful to reduce the amount of time it takes to open a view. Once you have opened a view, you are limited to working with the elements that were downloaded. If you want to work with other elements, you must close and reopen the view with the appropriate elements selected.
To open an Integrated Planning view, complete the following steps:
From the Menu Manager window, do one of the following:
Double-click the Integrated Planning icon
Click File » Projects » Integrated Planning
MPM displays the Integrated Planning Open dialog box.
Select a project from the Project drop-down list box.
Select the WBS elements you want downloaded. For details on selecting WBS elements, see Selecting WBS Elements to Download.
If appropriate, select one or more managers to be used as filters on the WBS elements downloaded. To download elements that do not have a designated manager, select the <Empty> option. To select more than one manager, use the Shift+Click and Ctrl+Click combinations.
If appropriate, select the element types to be used as filters on the WBS elements downloaded. The element types are assigned to projects at the time the WBS structure is created. You must select at least one element type. Usually elements above the control account level are not assigned an element type. To download only those high-level elements, select the <Empty> option only.
Select a starting view. Once the window is open, you will be able to switch quickly between views by clicking the appropriate tab.
To accept the settings and begin the download, click OK.
Introduction to Integrated Planning