The Work Plan Modal Overview provides a comprehensive view of the work plan, including details such as the assigned member, associated project and phase, daily or total hours allocated to the member, the work plan's date range, the ability to leave comments, and the option to link tasks to the work plan, offering a comprehensive platform for efficient management.
In the Workload or Planner Space, select a Work Plan to open it and view or modify its details.
Here's an overview of the functionalities available:
Three-dot icon: Using this menu on the top you can delete this Work Plan
Member/Unassigned Role: To view or edit the assigned member of this Work Plan. If the member has budget information set for the selected phase, it will be displayed as a colored bar and remaining hours or over budget hours. But the unassigned role won't show budget information.
Here are 2 examples of budget bar on the Work Plan.
The yellow portion of the bar represents the planned hours, while the green section indicates the hours already spent. The light green (or remaining) part of the bar shows the remaining budget. When you hover over the bar, a tooltip appears, providing detailed information, including the total budgeted hours, hours spent, planned hours, and any overbudget or remaining time.
In the case of overbudget, negative hours accompanied by a red exclamation mark will be displayed, indicating the amount over the budget. The corresponding bar will also turn red to highlight the overbudget status.
Description of the Work Plan: You can add descriptions to this Work Plan
Project/Phase/Work Category: This section displays the Project information of the Work Plan, including the portfolio of the Project, Project number/ID, Project name, Phase name, position number, Phase dates and status, as well as the Work Category name, dates and status. You can change the Project of the Work Plan here.
Hours of the Work Plan: You can plan the Work Plan by percentage of capacity per day, fixed hours per day or total hours of the Work Plan.
Days of the Work Plan: You can plan the Work Plan by dates or by number of workdays
More options: More advanced settings on the Work Plan, including tentative plan, set a time for the Work Plan, use Task Hours for the Work Plan. Read here for more information.
Within this section, you can leave comments on the Work Plan using the comments feature, associate scopes and tasks to the Work Plan under the designated tabs, and track modifications to the Work Plan through the Activity tab. Click each link to learn more.