Page 19 - GC_Proj_Plan_Participant_GuideSDL

2. Using the filter options on the Search tab, find and select the project “TRILOBITE
RSMGNT-PLANNING-TSK-LVL.”
3. Open the List tab.
4. Select the edit icon for the project.
5. In the project’s left side menu, navigate to People Plans > Plan with Grid.
6. On the Search tab, select the criteria as indicated below:

PLAN FOR
PLAN VIEW: Tasks for many people
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
 Include Subtotals
DISPLAY OPTIONS:  Show Project/Task Dates
 Show Project/Task Budget Hours

7. Press Save Criteria, rename the plan “TRILOBITE Grid Plan – Tasks”, and
press Save.
8. Select the Plan tab to view the results in the grid.

Part 2: Plan Resources in the Grid
1. Under the task “2. Design Specs” double-click on the row for the user “Burton
Guster” and modify the Plan Edit window as indicated below:

PLAN LABOR
Hours: 80  Enable Budget field for updates

MISCELLANEOUS
Labor Category: Business Systems Analyst

2. Press Save.
3. Under the task “3. Product Development (1/1/2022 – 12/31/2022)”, double-click
the first monthly increment cell for the user “Carlton Lassiter” and modify the
Plan Edit window as indicated below:

PLAN LABOR
Hours: 80

MISCELLANEOUS
Labor Category: Business Systems Analyst

4. Press Save.

LESSON 2: PLANNING LABOR AND EXPENSES
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