Data Management Capabilities > Managing Plans > Create a Plan
  
Create a Plan
Projects and programs include a plan by default, but you can also add multiple plans. The default plan shares the same name as the project.
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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.
1. Navigate to the Plans Table and click the new plan icon .
2. From the New Plan window, complete the following fields:
Type
If an administrator has created custom plan types, the Type drop-down menu appears.
Template
Select a plan template to use.
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You cannot create a plan using the template that is imported from a different Windchill environment.
For more information, see Plan Templates.
3. Under Attributes, complete the following fields:
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.
4. Under Preferences, complete the following fields:
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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Once the plan has been created, you cannot change these options.
5. Click OK.
When a project includes multiple plans, the following changes occur:
• Resources are shared across all plans.
• The context Tasks table includes activities and assignments from all plans.
• The Plan link in the Navigator is removed.
Projects and programs include a plan by default, but you can also manually add a plan to a product context:
• Only product managers or administrators can create a plan in a product. Once you have created a plan in the product, you cannot delete it.
• This action is only available for users with both Windchill PDMLink and Windchill ProjectLink installed.
• Before you can complete the following steps, ensure that the Enable Create Plan for Product preference is set to Yes. If it is not set, the Create Plan action does not appear in the Actions menu.
To set this preference, navigate to the Utilities page under Product, Organization, or Site. Click Preference Management and select Project Planning > Enable Create Plan for Product. For more information, see Preference Management Utility.
• If multiple plans are enabled, you can follow the steps outlined in Create a Plan.
1. From the Product > Details page, select Actions > Create Plan.
2. In the New Plan window, select a template from the Template drop-down menu. For more information, see Plan Templates.
3. Select one of the following options under Execution Control:
◦ Manually control plan execution—Plan activities and milestones can be created and edited at any time. 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.
For more information, see Execution of Plans.
4. Select Link deliverables with product activities to create a dependency relationship between activities and associated deliverables. For more information, see Linking Deliverables with Activities.
5. Click OK to create the plan.
The Navigator updates to display the Plan and Resources pages under the product.