On the Plan tab, you can plan your projects and estimate opportunities. Click on the Plan tab to see two sub-tabs, Plan and Estimate.
Plan
Use this sub tab to plan projects that originate from your financial system. You can use any of this data to plan your projects.
Estimate
Here, you can develop estimates for opportunities that do not currently exist in your financial system.
The Filter pane appears on the left, the Projects list displays a list of projects that exist in your financial system, and the Employee panel lists employees that are available for the opportunity.
Click on a project to see more information in the Details panel.
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NOTE: Though the employee bill rates come from your financial system, they are configurable. |
