Understanding the Basics of the Project Planning tool

The Project Planning tool's Project Scheduling view is used to create the project, its tasks and resource assignments.
 

The Project Planning tool is accessed via the menu (Menu > Views tab > Project Planning.

 

 

The Task pane is where a project's tasks and budgeted hours are entered.

The Gantt area shows the task's scheduled duration and employee assignments.

The Resources pane is used to assign employees or skillsets to a project's tasks. If you need to add an employee, this is done using the Project Assignments view.

 

Watch the Getting Started video:

 

PROJECT PLANNING

 

Setup Overview

Building a small test project

Adding tasks and estimates

Assigning resources to tasks

Leveling a project's resources

Publishing a project

Tracking a project's progress
 

FAQs...
 

Operational Questions

Do we have resources to take on a project?

How long will a new project take?

How much will a project cost?

How is a project doing vs. its budget?

Do I have over utilized employees?
 

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