Page 18 - Participant Guide - Unanet GovCon Managing Project Resources

The recommendations for creating a People Planning Grid also apply to the
People Assigner Grid on a project.

Demo 2.1 – People Planning Grid
Instructor is logged in as the Gus Lead. His relevant role is Resource Planner.

Demo Highlights:
Review key features of the people planner grid to include:
- Setting up the grid, saving the criteria
- Discuss critical decision to choose the increment
- Demonstrate the four ways to add plans

Activity 2.2 – Grid Planning at the Project Level
Create a project plan without tasks using the grid functionality. Remain logged
in as Gus Lead. (userid: glead password: welcome)

Activity Steps
Part 1: Select project
1. Navigate to the Project Dashboard (Contracts > Project > Dashboard)
2. On the left side menu, under quick links, click into Managed Projects
3. Edit project: CUST-4-UU4 RSMGNT-PLANNING-PRJ-LVL
4. On the left-side dashboard, click into People Plans

Part 2: Create a planning grid
1. Under People Plans, click on Plan with Grid
2. Run the Saved Criteria > MPR-Activity 2.2 Planning Grid at Project Level >
review the criteria > click on Plan
OR create a filter, as follows:
PLAN FOR Section:
PLAN VIEW: choose Project
PLANNING PERIOD: Calendar Months, 12 increments and Start Date
of 1/1/2021
BUDGET IN: select Hours
PEOPLE TO PLAN Section:
PERSON: filter for ORG Code = GS and LAST NAME = UU USER 00
Select UU User00, Amara
UU User00, Jack
UU User00, Milo
GRID CONTENTS Section:
Display Options: check Include Subtotals
check Show Project/Task Dates
check Show Project/Task Budget Hours
3. Click Plan tab to view the Grid

Lesson 2: People and Expense Plans
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