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Visual Planning
Using the Plan module

Articles in this section

Exploring and Using the Plan tab
Exploring the Plan tab
Search for a project and view project details
Project Summary - Variances
Explore and interact with the Employees pane
Project labor expenditures and Estimate to Complete
Schedule the phases of your project
Assign employees to a phase
Allocating budgets
Change default planning method

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Exploring and Using the Plan tab

Swapnil

August 31, 2021 19:30
Updated

This chapter includes the following topics to help you explore and use the Plan tab:

Exploring the Plan tab
Search for a project and view project details
Project Summary - Variances
The Employees pane

Project Labor Expenditures and Estimate to Complete
Schedule Your Project and Phase
Assign Employees to a Phase
Allocating Budgets
Change default budget method
Using Filters
Plan settings

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Plan a Project
Project labor expenditures and Estimate to Complete
Search for a project and view project details
Explore and interact with the Employees pane
Project Summary - Variances

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