Creating work plans

A work plan describes the labor, materials, tools, services, and tasks you need to complete an activity or task. You can create a work plan manually.

Procedure

  1. In the Activities and Tasks application, display the record for which you want to create a plan.
  2. Make one of the following selections:
    Option Description
    If the record is an activity Click the Plans tab.
    If the record is a task Click the Resources tab, then click the Plans sub tab.
  3. Specify work plan data, such as tasks, labor, materials, tools, and services using the sub tabs.
  4. Save the record.