Fields and Options
Use the fields and options on the Plan form to enter and review project planning data for employees and generic resources, expenses, and consultants.
- Related Topics:
- Plan Form
Use the Plan form in the Projects hub to enter and review project planning data. - Plan Settings Dialog Box
Use the Plan Settings dialog box to specify the budget type, the cost and billing rates, and other settings to use for the currently selected project plan. - Add/Edit Labor Codes Dialog Box
If you want to enter planning data for a project at the labor code level, use this dialog box to add labor codes to the plan work breakdown structure (WBS). Adding labor codes to the plan WBS provides an additional level below the project WBS for more detailed planning. - Grid Settings Dialog Box for Project Planning Grids
Use the Grid Settings dialog box for each project planning grid to select columns to display in the grid and to select other options for the grid. - Check In Plans Dialog Box
Use the Check In Plans dialog box to check in project plans manually. The dialog box displays all plans that are currently checked out to you and to others. - Contract Charts Dialog Box
The Contract Charts dialog box displays two charts to give you a quick summary of contract information for the work breakdown structure (WBS) element that is currently selected in the grid on the Contract tab of the Plan form. - Labor Charts Dialog Box
The Labor Charts dialog box displays two charts to give you a quick summary of labor planning information for the work breakdown structure (WBS) element that is currently selected in the grid on the Labor tab of the Plan form. - Expenses Charts Dialog Box
The Expenses Charts dialog box displays two charts to give you a quick summary of expenses planning information for the work breakdown structure (WBS) element that is currently selected in the grid on the Expenses tab of the Plan form. - Consultants Charts Dialog Box
The Consultants Charts dialog box displays two charts to give you a quick summary of consultants planning information for the work breakdown structure (WBS) element that is currently selected in the grid on the Consultants tab of the Plan form. - Assign Resources to Project Dialog Box
Use the Assign Resources to Project dialog box to assign resources to work on the project that you selected in the Projects hub or in Project View in Resource Management. - Add Expense Type and Vendor Dialog Box
If you have enabled project planning for expenses, use the Add Expense Type and Vendor dialog box to add one or multiple expense types and vendors to a plan. - Add Consultant Type and Consultant Name Dialog Box
If you have enabled project planning for consultants, use the Add Consultant Type and Consultant Name dialog box to add consultant types and their associated consultants to a plan. - Reassign Dialog Box
If you assign work on a project to an employee or generic resource and later want to transfer all or part of the assignment hours to another resource (for example, from a generic resource to a new employee you have just hired for the project), use the Reassign dialog box to indicate if you want to reassign all or only part of the hours and to select the resource to which you want to reassign them. - Reassign Expense Type and Vendor Dialog Box
If you assign an expense type or expense type and vendor to a project plan and later want to transfer all or part of the assignment costs to another expense (for example, from a blueprints expense to a models and renderings expense), use the Reassign Expense Type and Vendor dialog box to indicate if you want to reassign all or only part of the costs and to select the expense type and the associated vendor to which you want to reassign them. - Reassign Consultant Type and Consultant Name Dialog Box
If you assign a consultant type to a project plan and later want to transfer all or part of the planned amount for that assignment to another consultant type or specific consultant (for example, from an architectural firm to a landscape architect), use the Reassign Consultant Type and Consultant Name dialog box to indicate if you want to reassign all or only part of the amount and to select the consultant type and the specific consultant to which you want to reassign it. - Reschedule Plan Dates Dialog Box
To change plan dates or assignment dates for plan rows, use the Reschedule Plan Dates dialog box to enter the new dates and to indicate how you want the schedule change to affect the distribution of planned labor hours. - Change Scale Dialog Box
In Project View, and on the Plan form in the Projects hub, you can view and enter plan data using different time scales, for example, by weeks or by months. Use the Change Scale dialog box to switch from one of these scales to another. The calendar period column headings change to reflect your selection, and any existing hours or amounts in those columns are recalculated based on the new scale. - Export Gantt Chart Dialog Box
Use the Export Gantt Chart dialog box to choose the format and export the Gantt chart for your project. - Allocation Template Dialog Box
Your system administrator can create templates that you can use as the basis for your estimated revenue allocations for individual projects if you want to allocate based on specific dates. Use this dialog box to select a template.
Parent Topic: Plan