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 amounts, and other plan details down to the designated work breakdown structure (WBS) level. - Schedule Tab of the Plan Form
Use the Schedule tab to view and edit the start and finish dates and to set up relationships (dependencies) for the work breakdown structure (WBS) elements for the selected project. - 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. You can also view planned amounts and, if you own Resource Planning, you can view baseline amounts and hours as well as actual amounts and hours. - 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. - Units Tab of the Plan Form
Use the Units tab on the Plan form to assign units to work breakdown structure (WBS) elements and to enter planned quantities for those unit assignments. As you enter unit quantities, the planning grid automatically updates totals and other summary values for the individual unit assignment and for each WBS element above the assignment in the plan structure.
Parent Topic: Fields and Options