Accessing the Planners

This table shows the buttons and links you can use to access the planners.

Type

Name

Access From

Opens

Notes

Button
  • Resource Planner
  • Project Planner
Detail page of a resource or project. The corresponding planner, showing only that resource or project. If a default filter described in Project Planner Filters or Resource Planner Filters is not enabled in Project Planner Enabled Filters or Resource Planner Enabled Filters field set, the filter is disabled in the planner. The disabled filter is not applied, and all resources or projects are listed.
Resources or projects related list of a RPGAbbreviation of region, practice, group.. The corresponding planner, showing all resources or projects in that RPGAbbreviation of region, practice, group..
 Link View in Planner Next to a filtered resource name in the Assign Resource section of a Resource Request detail page. The corresponding planner, showing the resource.
Project Planner (PM)
  • PSE links sidebar in Classic
  • App Launcher in Lightning
The Project Planner showing only the projects that you manage as Project Manager.
  • Resource Planner
  • Project Planner
  • PSE links sidebar in Classic
  • App Launcher in Lightning
The corresponding planner, showing all resources or projects in your organization. The default saved filter set is applied and filters resources or projects accordingly. For example, all resources in your organization may not display. For more information, see Managing Filter Sets.

Related Concepts

Resource Planner and Project Planner Overview

At a Glance: Project Planner

At a Glance: Resource Planner

Edit Assignments Panel Overview

Filters Panel Overview

Rapid Edit Overview

Working with the Edit Assignments Panel

Working with the Timeline

Working With Assignments

Reference

Resource Planner and Project Planner Fields

Filter Set Fields

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