Checklist: Creating a New Plan

If you are new to Planning, review the steps that you use to create a plan.

Step	Description
1	Create a new plan.
2	Enter information on the General and Rates tabs.
3	Check that your settings on the Accordion Calendar Format dialog box are still valid. Make sure that the End Date for the plan encompasses the latest known end date for all plan elements.
4	Enter the plan work breakdown structure.
5	Assign resources and forecast their hours.
6	Enter planned expenses, assign vendors to the expenses, and forecast the expense amount.
7	Enter planned consultants and forecast consultant amounts.
8	Enter planned units and forecast unit amounts.
9	Review the Summary tab.
10	Review and update the Cost Analysis and/or Billing Analysis tabs.
11	Save the plan (and baseline).
12	If you want to report actuals, map the WBS elements of the plan to the corresponding records in the Info Center.