Assign a Project Planner Template

Top  Previous  Next

To Assign a Project Planner Template:

1.On the first tab of a Project, click the Show Project Planner icon ShowProjectPlannerIconB located to the right of the Search Started date field.

2.Click the icon LoadProjectPlannerIconB to load a Project Planner template from the library. The template loads, showing planned stages and tasks.

3.Enter the Plan and Actual dates for each Stage.

4.Enter Status for each Stage.

5.Hide the Project Planner by clicking the small DeleteB icon at the top right corner of the template.

 

Example: Project Planning via Template

projectplanningD