Fields and Options

Use the forms in the Resource Planning Settings to specify options that determine how you enter and view planning information for projects, opportunities, and resources.

The Resource Planning Settings form is only available if you activated the Resource Planning application.

Related Topics:

  • Summary Form
    Review the sections on the Summary form to see a summary of the entries that are made on each of the Resource Planning settings forms.
  • Plan Settings Form
    Use the Plan Settings form of Resource Planning Settings to specify a variety of settings related to entering and viewing plans for projects and opportunities.
  • Rates Form
    Use the Rates form of Resource Planning Settings to specify the budget type and the cost and billing rate methods, tables, and multipliers to use as the defaults for new plans.
  • Resource Settings Form
    Use the Resource Settings form (Settings > Resource Planning > Resource Settings) to specify utilization and schedule thresholds and to turn on soft and hard booking.
  • Grids Form
    Use the Grids form of Resource Planning Settings to select the columns that can be displayed in the project planning grids in the Projects hub in Plan mode.
  • Non-Work Days Form
    Use the Non-Work Days form in either the Resource Planning Settings or Time Settings to identify the days of the week on which your employees normally do not work and to specify your holidays. Entries that you make on either form update this information on both forms.
  • Generic Resources Form (Browser)
    Use the Generic Resources form of Resource Planning Settings to add and maintain generic resources that you want to use when planning projects and opportunities. Generic resources are placeholders that represent categories of employees (for example, principal, architect, engineer, or geologist) that you will use when you create your plans.
Parent Topic: Resource Planning Settings