Creat a work plan

  1. Open the project.

  2. In the Summary tab, the Work Plan portlet, click one of the following links.

    A work plan is created with a root task having the same name as the project.

    1. Select a template.

    2. Click Create.

      If your administrator has set the ENABLE_WORKPLAN_TAILOR_FROM_WORKPLAN_TEMPLATE paramrter to true, the template opens to allow you to choose which tasks in the template are to be imported to the work plan.

    1. Select a project.

    2. Select the information of the selected project work plan to be copied.

      • If Schedule is not copied, the schedule start date of the new work plan is defaulted to the new project's start date.
      • If Notes are copied, the original date and time stamp are preserved.
      • If Resource Assignments are copied, only resources from the selected project that are part of the current project's resource pool are copied.

      The following information is automatically processed from the existing project. You cannot change how this information is processed.

      Information

      How Processed

      Actuals

      Never copied

      Internal predecessors

      Always copied

      Microsoft Project link

      Always removed at the task level

      Required task flag

      Always copied

      Roles and activities

      Copied if these fields are enabled in the project settings

      Schedule duration, effort, and effort mode

      Always copied

      Skill proficiencies

      Always copied

      Summary task owner

      Copied if the summary task owner from the existing project is a summary task owner in the new project

      Tasks (non-root)

      Always set to Ready or Pending (including tasks that were cancelled in the existing work plan)

      Work plan status

      Always set to In planning for the new project

       

    3. Click Create.

    This link is only available when you enforce a default work plan template for the project in the project settings. See Work Plan Policy.

Next steps: