Plan Studio
Plan who does each task, for how many hours and when, compare plans, and approve one as the baseline.
A project owns its work; a plan says who does it, for how many hours, and when. Plans are made in Planner › Plan Studio, and a project can have several until one is approved as its baseline.
Make a plan
- Pick a project. It needs its stages first.
- Its first plan starts by itself. New plan starts another, and Duplicate copies one.
- On the stages canvas, select a task and set who does it, its hours and its dates.
Check it
Under Budget, feasibility and change rules, set the margin target and the direct cost allowance, then read the plan’s feasibility: its planned labour, the expected finish, people and weeks over capacity, people nearly full, and tasks nobody holds. Compare plans sets two to four plans side by side.
Change rules
Say how far the work may drift once the plan is the baseline: how many working days a task may move, how much its hours may change, how far the finish may move, and the lowest forecast margin.
Approve the baseline
Approve as baseline writes the plan’s people, hours and dates onto the tasks and freezes them as the baseline. The other plans become read-only, and a project has its baseline once.
From then on, the work changes on the project’s page. A change within the rules applies at once; a change beyond them goes to a planner, who accepts it, applies something else, or sends it back.