Page 29 - GC_Proj_Plan_Participant_GuideSDL

2. Select Planning Grid.
3. Select People Periodic Plan and press Continue.
4. In the Person Org filter, delete the preselected “All Orgs” option.
5. Select “GS-SE Systems Engineering”, and press Apply.
6. From the resulting list of people, select the users listed below:

People: Guster, Burton
Lassiter, Carlton
O’Hara, Juliette

7. Press Continue.
8. On the Plan Timeframe screen, specify the Plan Timeframe as indicated below:

22 Calendar  Semi-Months  from 2/1/2022

9. Press Continue.
10. Hover over the user “Burton Guster” in the grid, select the three dots that
appear, and select + Add Project.
11. In the Project List Filters column, delete the preselected “All Org Codes” option
from the Org Code filter.
12. Select the Org Code “TRILOBITE – Trilobite Analysts” and press Apply at the
bottom of the Project List Filters column.
13. From the list of filtered projects, select the project “TRILOBITE RSMGNT-
FORECAST-PLANNING”.
14. Scroll down to the Add Project(s) To section, select “Add to all people on the
grid”, and press Apply.
15. Press Save Criteria.
16. Enter the criteria name as “TRILOBITE-Forecast-Plan” and press Save.

Part 2: Plan Resources in the Grid
1. Hover over the project “TRILOBITE RSMGNT-FORECAST-PLANNING” under
the user “Burton Guster”, select the three dots, and select “Edit Attributes for
Entire Row”.
2. In the popup window that appears, modify the fields of the plan as indicated
below:

PLAN LABOR
Hours: 80

MISCELLANEOUS
Labor Category: Business Systems Analyst

3. Press Save.
4. Double-click the first semi-monthly increment cell for the user “Carlton Lassiter”.
5. In the popup window that appears, modify the fields of the plan as indicated
below:

LESSON 2: PLANNING LABOR AND EXPENSES
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