Using the Project Planner

Note

When you click your browser's Back button while using the project plannerA graphical tool that gives you an organized, comprehensive view of projects and the resources assigned to them., PSA returns to the page displayed prior to starting the project planner.

To open the project planner:

1. Ensure Permission Controls are set up for Resource Request Entry and Staffing for each of your resources, regions, practices, groups and/or projects. See "Permission Controls".
2. Ensure that there are resources assigned to your projects.
3. Do one of the following on the Home page sidebar:
   1. If you want to work with all projects with resources to which you have permission controls, click Project Planner .
   2. If you only want to work with projects to which you are assigned as the project manager, click Project Planner (PM). 

   When the Project Planner starts, projects for your region are displayed according to the version of the Project Planner you started. Projects for other regions only appear if you modify the search criteria to include more regions. See "Searching in the Project Planner".

4. To show all resources assigned to a project, click the arrow icon next to the Project Name.

   Schedule blocks appear on the right-hand side of the page. Project hours for the schedule time periodA period of time with a start date and an end date to which forecasts, actuals calculations, billing event batches, utilization calculations and region plans belong. are shown in blue, and hours assigned for each Resource are shown in gray.

5. Use the icons described in "Planner Fields".

To display and edit the details of a project:

1. Select the project you want to look at and click Get Info/Edit Info or double-click the project name.
2. Select the resourceA contact that works on a project. you want to view.
3. Make the changes you want using the fields described in "Planner Fields".
4. Click Save.

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