Project Planning

In Plan mode in the Projects hub, you can assign employees and generic labor resources, expense types, and consultant types to projects, schedule those assignments, and enter planned hours or monetary amounts.

When you add a new project in DPS, an empty project plan is automatically added as well, based on default settings.

To access the project plan, select Plan mode in the Projects hub. In Plan mode, project managers can enter plan dates at all work breakdown structure levels included in the plan, assign employees and generic labor resources, expense types, and consultant types to work breakdown structure elements, and enter anticipated date ranges for those assignments. They can also enter planned hours for labor resources and planned amounts for expenses and consultants.

Each project has only one plan. However, that plan can be viewed and updated from multiple places in DPS: Plan mode in the Projects hub, Project View in Resource Management, or Resource View in Resource Management. Each of these access points provides a different perspective on the plan.

Project planning is available if your company or enterprise has activated the Accounting application. You do not have to have the Resource Planning application.