Project Manager: Planning Projects
Navigation | New Planning Project | Schedule/Estimate | Project Settings | Linked Projects | Tile View | Other Areas
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.
Video/Webinar: 2020-05-20_PlanningProjects.mp4
Navigation
Menu > Project Manager > Planning Projects
New Planning Project
Schedule/Estimate
% 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.
Project Settings
Project Start Date and Project Complete Date are both required fields.
Billing Method
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 and Materials or Fixed Fee.
Linked Projects
Tile View
Other Areas
Project Manager->Projects
Global Search
