Plan Form
Use the Plan form in the Projects hub to enter and review project planning data.
- Related Topics:
- Display the Plan Form
You display this form in the Projects hub. - Header Fields for the Plan Form
Fields and options that display on the Plan form in the header area above the tabs are generally available regardless of the currently selected tab. - Actions Bar for the Plan Form
Use the Actions bar on the Plan form to check out a plan, publish an updated plan, and perform other basic planning tasks. - Contract Tab of the Plan Form
Use the Contract tab on the Plan form of the Projects hub to view a detailed analysis of the contract information related to the current project. This includes calculations, specific breakdowns of billing amounts, and other plan details down to the designated work breakdown structure (WBS) level. - Labor Tab of the Plan Form
The Labor tab on the Plan form in the Projects hub provides a summary of the project plan's labor details and the ability to drill down to the resource level. In the grid, you can add or update resource assignments and the related planned hours and amounts. - Expenses Tab of the Plan Form
The Expenses tab on the Plan form in the Projects hub provides both summary expense planning data for work breakdown structure (WBS) elements and the ability to drill down to the detail at the expense type level. In the grid, you can add or update expense type assignments and the related plan amounts. - Consultants Tab of the Plan Form
The Consultants tab on the Plan form in the Projects hub provides both summary consultant planning data for work breakdown structure (WBS) elements and the ability to drill down to the detail at the consultant type level. In the grid, you can add or update consultant type assignments and the related plan amounts.
Parent Topic: Fields and Options