Accessing a Group Work Plan through the Group's Details page

This article covers the accessing of a Group Work Plan while editing a Group.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Organization.
  3. From the available options select Groups.
  4. Upon the Groups list page displaying, click View and choose the required option.
  5. Click the name of the Group you wish to edit, to access the Group Edit page.
  6. From the Group edit page, click the Work Plan link.

    Access a Group

  7. 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