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Project Planner

The project planner is a graphical tool that gives you an organized, comprehensive view of projects and the resources assigned to them. You can use this tool to view the resources and hours that are assigned to specific projects, and adjust them.

In the project planner, you can:

• Adjust the schedule for a resource.
• Assign resources to projects.
• Change the displayed time periodA period of time with a start date and an end date to which forecasts, actuals calculations, billing event batches, utilization calculations and region plans belong..
• Display resources that are held on resource requests.
• Drag assignments to change their lengths and dates.
• Filter the list of projects displayed.
• Search for projects.
• View the detail of each projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. assignmentConnection between a resource and a project..

In FinancialForce PSA there are two versions of the project planner:

1. A project planner that allows you to see and work with all projects and resources for which you have full permissions for.
2. Project planner (PM), which only displays projects for which you are the assigned project manager.

Both versions work in the same way, the only difference is the projects and resources that you can view and edit.

Note:

Note

When you create an assignment with a role, the role appears on the project planner in brackets next to the resource name. You can type the role name in the Filter box to filter resource assignments by role.

Advanced Searching and Filtering

You can search for projects in the project planner using various criteria including:

• Billable projects
• Group
• Location
• Practice
• Project Name
• Project Status
• Region

When you carry out a search, the criteria you use are saved while you have the planner open. When you next display the Search popup window, the criteria that you last searched with are displayed. When you close the Project Planner, the criteria that you last searched on are reset.

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