Accessing the Work Plans

Depending on your organizational role and rights granted to you, you can access the Work Plan through one of any or one of the following avenues, each of which are illustrated below:

  1. Group Work Plan: Setup > Organization > Groups > Group Edit
  2. User Work Plan: Setup > Organization > Users > User Edit
  3. Role Work Plan: Setup > Organization > Roles > Role Edit
  4. Project Work Plan: Project List > Project Edit > Planners Or Project List > Context Menu
  5. Resource Scheduling Work Plan: Entries > Resource Scheduling
  6. Project Scheduling Work Plan: Entries > Project Scheduling
  7. My Work Plan: Entries > My Work Plan

This article details how to access the Work Plan(s).

Note:

  • Ensure that you have the appropriate edit rights to be able to perform the action of replacing bookings on a given Work Plan.
  • The pages and/or format in which the page(s) is/are shown in this article may differ from yours as your organization may have required a different set up altogether, or you may have different rights granted to you.

Caution: For best performance and load speed, when accessing the Work Plan(s), we recommend that you use the latest version of Chrome.

Access the required Work Plan

Accessing the Group Work Plan

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Organization.
  3. From the available options select Groups.
  4. Select a group from the Groups list.
  5. Click Work Plan from the Group Edit page.

Accessing the User Work Plan

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Organization.
  3. From the available options select Users.
  4. Select a user from the Users list.
  5. From the User Edit page Navigate to the Work Plan tab.

Accessing the Role Work Plan

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Organization.
  3. From the available options select Roles.
  4. Select a role from the Roles list.
  5. Click the Work Plan tab from the Role Edit page.

Accessing the Project Work Plan

  1. From the Icon Bar click Project List .
  2. From the Project List page, select the Project you wish to edit by following one of these steps:
    1. Click the Project context menu button to expand it. From the available options click Edit.
      OR
    2. Click the name of the Project you wish to access.

      Tip: Use the search capability for an efficient way of finding the specific project. For further details refer to Searching for a Project within the Project List page.

  3. From the Project Edit page, hover your mouse over the Planners tab and select Work Plan from the available options. The

Accessing the Resource Scheduling Work Plan

  1. From the Icon Bar click Entries .
  2. From the Navigation Menu select Resource Scheduling.

Accessing the Project Scheduling Work Plan

  1. From the Icon Bar click Entries .
  2. From the Navigation Menu select Project Scheduling.

Accessing My Work Plan

  1. From the Icon Bar click Entries .
  2. From the Navigation Menu click My Work Plan.