Click the + to expand the Summary section, which summarizes various pieces of project data. The Dollars tab is where most managers start to review the Fee, JTD (Job-to-date labor charges), ETC (Estimate-to Complete - the amount of future planned effort), EAC (Estimate-at-Complete), and Labor Available (Fee-EAC, the amount of fee that can still be planned or the amount the project is projected to be over/under budget).
Click to open the Schedule section and click the button on the right View All Phases to start Scheduling the project. If any phases or tasks have been scheduled they can be edited in the by dragging Gantt bars or by editing dates in the grid.
Check off phases you want to schedule and staff, enter dates or use the calendar drop down to adjust.
Expand the Resource section to filter to Teams or search for employees. Drag employee’s onto each phase. Generic Resources are also available under the Role tab (to the right of the blue Employee Icon in the resources section).
As you drag an employee on the phase you can change mode to be a total budget or weekly (i.e. weekly would be 20 hours/week over the phase schedule, or 20 total would spread 20 hours over the duration of the schedule). Note you can change the default mode- next section. % Allocation of budget is also availble by clicking the 3 dots on the coard.
Defaults can be adusted by clicking the user picture in the lower left corner and choosing profile, then adjust defaults on the Default Values and Personal Tabs.
It’s import to note that if Auto Save is not enabled it’s necessary to click the Save button in the top left corner in order to save changes. The three dots in the top right corner provide access to additional dialogs and functions. Most notably the Budget Breakdown which allows users to review the budget detail from the financial system, and the Import from Time Sheets to import time already charged to the project by employees that are not already on the Plan. Note imported employees will be budgeted automatically with the amount of time they have charged the phase or task.
Other Planning Options
Quick Assignments are available by typing the Add new card dialog to search and add new employees.
If you’d like to use the same team on multiple phase use the copy and paste functionality to copy a team from one phase to another or ALL phases.
Editing by hours by Week or Month
Click the 'Column View' Dropdown (below Schedule) and choose the 'Project Grid View' which will load the weekly or monthly hourly data. Expand each phase or task to view employee assignments and edit the hours in the right-hand side of the slider. To edit multiple weeks or months at a time choose a starting cell then hold the Shift Key click the last cell to select a group (as seen in blue highlight below), then enter a new value in the last cell and press the enter key. Also note, that the slider can be adjusted left or right to show more or less of the schedule cells.