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, consultants, and units.
- 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, 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. - Column Settings Dialog Box for the Labor Planning Grid
Use the Column Settings dialog box for the Labor Planning grid to specify the columns that display in the grid and to set related display and sorting options. - Sub-Row Selection Dialog Box for the Labor Planning Grid
Use the Sub-Row Selection dialog box to specify the sub-rows that display in the Labor Planning grid. - Column Settings Dialog Box for the Contract, Expenses, Consultants, and Units Planning Grids
Use the Column Settings dialog box for the contract, expenses, consultants, and units planning grids 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. - Planning Charts Dialog Boxes
Use the different Planning charts dialog boxes to generate charts that supplement the grid view of project planning data. You can display charts that reflect data for the project as a whole or for a selected plan work breakdown structure (WBS) element (a phase, for example) at a lower level of the plan structure. - 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. - Add Units Dialog Box
If a project is in a company that has Unit Planning enabled, use the Add Units dialog box to assign units to work breakdown structure (WBS) elements in a project plan so you can enter planned quantities for the unit assignments. - Units Lookup Dialog Box
Use the Units Lookup dialog box to select units to assign to lowest-level work breakdown structure (WBS) elements in a project 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. - Redistribute Hours Dialog Box
Use this dialog box to redistribute the planned hours or to change the planned hours value for the selected resource assignment or for all resource assignments under the selected WBS row in an individual project plan. - Reassign Expenses Dialog Box
If you assign an expense type or vendor to a project plan and later want to transfer the assignment's planned amounts to another expense, use the Reassign Expenses dialog box to make these adjustments. - Reassign Consultants Dialog Box
If you assign a consultant to a project plan and later want to transfer the assignment's planned amounts to another consultant or consultant type, use the Reassign Consultants dialog box to make these adjustments. - Reassign Units Dialog Box
If you assign unit quantities on a project and later want to transfer all or part of the assignments to another unit or account, use the Reassign Units dialog box to make these adjustments. - Reschedule Dialog Box
Use the Reschedule dialog box to change plan dates or assignment dates for plan rows. - 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. - Dependency Details Dialog Box
Use the Dependency Details dialog box to view or update plan notes and to add, update, or remove dependencies between work breakdown structure (WBS) elements. - Circular Dependency Not Allowed Error Dialog Box
This dialog displays when you try to create a relationship that would cause a circular dependency with existing relationships. - Confirm Dependency Options Confirmation Dialog
This dialog displays when the options you selected on the Redistribute Hours dialog box would result in a broken dependency. - 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