Open a Group Work Plan from the Group Context Menu

This article covers the accessing of a Group Work Plan through the Group context menu.

You can also access a Group Work Plan through the Group's Details page. For further details click here.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Organization.
  3. From the available options select Groups.
  4. From the Group List page, click the Action arrow to access the Group context menu.
  5. From the available options select Work Plan.

    Right-click a Group

  6. View the Group Work Plan with the Bookings organized by:
    1. Role(s) and/or Team Member(s) that fall under the given Group, then
    2. Projects for which they have been booked or allocated time.

      View the Group Work Plan