Configure Plan By Options

Configure your plan by options for the Hand-offs page to specify what grouping options are available in the Plan By drop down. The options available for selection are Activity, Company, Codes, and WBS.

To configure Plan By grouping:

1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
2. From the  Main Menu, select  Tasks, and then select Hand-offs.
3. Select  Settings.
4. In the Manage Views panel, select the Plan By tab.
5. In the Available section, select the options you want to appear in the Plan By filters list.
6. When an option is selected, drag and drop the option to the Selected section or use the arrow buttons to move the selected options between Available and Selected.

   Note: The codes category lists all codes that apply to both tasks and activities.

7. (Optional) To display WBS and Code value grouping bands hierarchically select Display lanes for WBS and Code values hierarchically.
8. Apply the view:

   In the Manage Views panel:

   1. Select Save.
   2. Select Save As. When selected, you can create a new Personal, Project, or Workspace view with a new name in the Save View as window.
   3. Select Apply. When selected, you are returned to the grid. The grid displays any changes you have made; however, those changes are not saved. To save changes select Save or Save As in the View list.
   4. Select Reset.
   5. Select Close.

Tips

• For more information on how to configure codes, review the Codes Overview topic.
• The WBS Plan by grouping option can be set to any WBS level such as the children or parent level.
• All child levels under the WBS are displayed by default. You can use the WBS quick filter options to control the child WBS levels displayed on the Hand-offs and Work Plan pages.
• The WBS Plan by grouping option will display all WBS options including those that do not have an activity associated with them.
• If you're planning by an activity or task and no activities have been created or assigned to those tasks, they will not display in the schedule.
• Right-click a selection of one or more tasks, and then select Assign Activity to assign the same activity to all of the selected tasks. In the Assign Activity dialog box, leave the Activity field blank to remove any existing activity assignment from the selected tasks.