Creating work plan records

The work plan record improves your ability to allocate resources to tasks. When you create the work plan record, the resources and tasks are added to the planning data, and the records for time periods are added to the supply summary.

Before you begin

The tasks must exist and be assigned to your workgroup.

Procedure

  1. Select Tasks > Assign Tasks > Manage My Work Plans.
  2. Click the Add action.
  3. Specify the information.
  4. Click Create to generate the record and start the build process.
    You are notified when the work plan is ready for use.