Page 17 - GC_Proj_Plan_Participant_GuideSDL

Demo 2.1 – Creating and Editing Plans in the People Planning
Grid
Log in as the Project Lead Gus Lead (glead/welcome).

Demo Steps (Part 1) (Part 2)

1. Review the key features of the People Planner Grid within a project.
2. Set up a planning grid and save the criteria for future use.
3. Create new plans using four different methods.

Activity 2.2 – Grid Planning at the Project Level
Log in as Gus Lead (glead/welcome) to create a project plan without tasks
using the grid feature.

Activity Steps

Part 1: Set Up the Planning Grid Criteria
1. Navigate to Contracts > Project > List.
2. Using the filter options on the Search tab, find and select the project “TRILOBITE
RSMGNT-PLANNING-PRJ-LVL”.
3. Open the List tab.
4. Select the edit icon for the project.
5. In the project menu, navigate to People Plans > Plan with Grid.
6. On the Search tab, select the criteria as indicated in below:

PLAN FOR
PLAN VIEW: Project
PLANNING PERIODS: Calendar Months 12 1/1/2022
Period Type Number Start Date
BUDGET IN: Hours Utilization
PEOPLE TO PLAN
PERSON: GS-SE Guster, Burton
ORG. CODE Lassiter, Carlton
Ruiz, Antonio
GRID CONTENTS

LESSON 2: PLANNING LABOR AND EXPENSES
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