Projects Form: Plan

In Plan mode, you can review and enter project planning data.

Related Topics:

  • Plan-Level Fields and Options on the Projects Form
    Use the fields and options above the tabs on the Projects form when you are in Plan mode to control how the plan information displays.
  • Projects Actions Bar: Plan Mode
    Use the Actions bar on the Projects form in Plan mode to check out a plan, publish an updated plan, and perform other basic planning tasks.
  • Contract Tab of the Projects Form
    Use the Contract tab on the Projects form (Plan mode) to view a detailed analysis of the contract information related to the current project. This includes calculations, specific breakdowns of billing amounts, and other plan details down to the designated work breakdown structure (WBS) level.
  • Labor Tab of the Projects Form
    The Labor tab on the Projects form (in Plan mode) provides a summary of the project plan's labor details and the ability to drill down to the resource level. In the grid, you can add or update resource assignments and the related planned hours and amounts.
  • Expenses Tab of the Projects Form
    The Expenses tab on the Projects form (in Planning mode) provides both summary expense planning data for work breakdown structure (WBS) elements and the ability to drill down to the detail at the expense type level. In the grid, you can add or update expense type assignments and the related plan amounts.
  • Consultants Tab of the Projects Form
    The Consultants tab on the Projects form (in Planning mode) provides both summary consultant planning data for work breakdown structure (WBS) elements and the ability to drill down to the detail at the consultant type level. In the grid, you can add or update consultant type assignments and the related plan amounts.
Parent Topic: Projects Form (Browser)