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4. Copy an existing Plan Set to a new Plan Set Name and modify the plans.
5. Generate plan set reports to compare plan sets within a single project or across
multiple projects.

Functionality Description
Properties > Forecasting > General
Enable Multiple Plan Sets When enabled, this property allows Project Managers to create multiple
plan sets for a single project; each Plan Set may include multiple labor and
expense plans

Allow Project Leads to Enabling this property allows users to access the Plan Sets menu option
Access Project Plan Sets on projects to which they are assigned as the Project Lead

Admin > Setup > Project
Plan Set Names Defines the master list of plan set names available to use in the system;
may include a description; names may be set as Active or Inactive, or
designated as the system default; Unanet recommends selecting names
that are as descriptive as possible to ensure that Resource Planners and
Project Managers can easily recognize them on reports

Report Name Description
Reports > Project Reports (Time & Expense Only) > Periodic Reports
Compares plan sets with the same name across multiple projects; output
can be displayed as a grid in daily, weekly, monthly, or quarterly
Plan Set Comparison
increments
Compares multiple versions of the same plan set for a single project;
output can be displayed as a grid in daily, weekly, monthly, or quarterly
Plan Set Version Comparison
increments

The Forecast > People Planner will create plans using the plan set that is active on a
given project. Unanet recommends selecting the desired plan set using Forecast >
Manage Plan Sets > Set Active Plan Sets rather than changing the plan set manually
at the Project level. When a new Plan Set is assigned to a Project, it will not contain any
plans; however, you can copy an existing Plan Set into the new destination Plan Set
name at the Project level. While Plan Set Names are applied globally in Unanet, they
operate only at the Project level, so a Plan Set used on one project has no effect on the
same Plan Set being used on another project.

LESSON 4: Using Plan Sets
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