Page 28 - GC_Proj_Plan_Participant_GuideSDL

The Forecast – People Planner
Another way to plan People for Projects is via the Forecast menu. The People Planner
option in the Forecast menu has been updated to a more intuitive interactive planner.
This interactive planner view can be turned on by a system Administrator in Admin >
Properties.

The same capabilities to create and modify plans are available at the Forecast planning
level as there are at the Project planning level. The enhanced functionality includes the
ability to drag and drop people between projects/tasks rather than select them from a
dropdown list; the ability to add people to the plan that were not part of the original
selection criteria; and allows the Administrator to save and share planning grid criteria.

Demo 2.11 – The Forecast - People Planner
Log in as Gus Lead (glead/welcome) to review the features of the Forecast –
People Planner.

Demo Steps

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

Activity 2.12 – Create People Plans Using the Forecast –
People Planner

Remain logged in as Gus Lead (glead/welcome) and use the Forecast - People
Planner to modify an existing People plan.

Activity Steps

Part 1: Create Saved Plan Criteria
1. Navigate to Forecast > People Planner.

LESSON 2: PLANNING LABOR AND EXPENSES
©2022 Unanet. All rights reserved. 28