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LESSON 4: USING PLAN SETS

Learning Objectives
Create and manage the plan sets and versions available on a project
• Create one or more baseline plans for a project
• Use multiple plan sets to manage various planning scenarios

Introduction

Included in Unanet’s Project Portfolio license, the Plan Set feature provides functionality
to manage various planning scenarios and/or the ability to create baseline plans by
creating one or many "sets" of plans, grouped together in what is referred to as a Plan
Set. Both People plans and Expense plans may be associated with a particular version
of a "plan set".

Creating and Managing Plan Sets

A project can have one to many plan sets, and one to many versions within each
distinct plan set name. The Manage Plan Sets menu option is only visible once the
feature has been enabled in Properties > Forecasting > General. Users with the
Administrator or P&R Administrator role can define the set of Plan Set Names available
for use in Admin > Setup, while users with the Project Manager role can manage the
plan sets on their current projects. All Project-level planning-related screens will allow
for the designation of the desired plan set to which a particular plan should belong
(including all planning screens and the project planning grids). The ability to lock all
plans in a plan set can be accomplished on an individual project via the Plan Sets
option in the left side menu or across multiple projects via the Forecast > Manage Plan
Sets > Lock Plan Sets screen. Several reports, including the Plan Set
Comparison and Plan Set Version Comparison, are available to compare various plan
sets and versions of those plan sets.

Demo 4.1 – Configuring Plan Sets
Review the system requirements to enable and manage plan sets, then
discuss the process of assigning one or more plan sets to one or more
projects.

Demo Steps

1. Explain the Properties related to using plan sets.
2. Discuss recommendations for creating Plan Set Names.
3. Compare the assignment of plan sets using the Forecast > Manage Plan Sets
menu options with using the project-level Plan Sets left-side menu option.

LESSON 4: Using Plan Sets
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