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• If Enable Create Plan for Product preference is set to Yes, you can also use the following method to add plans to a product context.
• Once you create a plan, it cannot be deleted.
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• If Enable Create Plan for Product preference is set to Yes, you can also use the following method to add plans to a product context.
• Once you create a plan, it cannot be deleted.
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Type | If an administrator has created custom plan types, the Type drop-down menu appears. | ||
Template | Select a plan template to use.
For more information, see Plan Templates. |
Name | Enter a plan name. The name must be unique within the context. |
Description | Enter a brief description of the plan. |
Plan Start | Click the calendar icon  to select a plan start date. |
Fixed Cost | Any unique charges associated with the plan that are separate from activity costs. |
Owner | Select the user responsible for managing the plan execution. If you are a context manager, then you are the default owner. Otherwise, a user is selected from the context manager list. Plan owners can modify plan attributes. |
Calendar | • Standard—8-hour workday, Monday through Friday • 24 Hours—Work hours are 24 hours per day, 7 days a week | ||
Execution Control | Select the following options: • Manually control project execution—Plan activities and milestones can be created and edited at any time throughout the project. Deadlines, duration, and start and finish dates can be changed as needed. • Automatically execute activities and deliver tasks—Activities start based on precedence and date constraints, automatically initiating tasks and notifications. • Link deliverables with project activities—Indicates that associated activities and deliverables have a dependency relationship.
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