The planning project feature allows project and resource managers to easily plan out year-long client commitments and break them down into weekly allocations of work.
This will provide a more accurate representation of resourcing committed to client projects on the Staff Schedule screen while making it easy for creatives to enter their time spent on these long-term client projects.
Planning a new project
From the + New Project, the Add a Project screen will appear.
Once Saved, the Planning project will open to its Dashboard.
This is where the majority of the setup will be done for Planning projects. As the Schedule and Estimate are one.
For best results, create Planning Projects in advance. Where the project timing is for a future date.
% assigned and total hours will calculate weekly bucket hours. It bases this number off of an 8-hour day and # of days in the week.
From the Project Settings, you can verify the setup of this Planning Project.
The project start date and project complete date are both required fields.
Only bill the plan - Only the planning project will appear in mass billing to bill. Any linked projects will not appear to be billed
Bill the plan and project separately - both the planning project and the linked projects will appear in mass billing based on their billing method
NOTE: The planning project only has 2 billing methods - Time & materials or fixed fee.
The actual hours from linked projects will deduct from the Planning Projects matching hours and assignments.
Today Creatives > Tile view
This will show the appropriate weekly bucketing of the planning projects scheduled details.
Project Manager > Projects
Can choose to include Planning Projects with your regular Projects.
Can choose to make Planning Projects searchable.
If the PP is bill plan only, only the PP shows up on the rev forecast.
If the PP is set to plan and projects then both show based on their individual setup.
So, if only the PP has an estimate/billing schedule - it will show on the rev forecast.
If the PP AND the linked project both have approved estimates and billing schedules they both show on the rev forecast - as set up.