Create a Plan

See Plans for an overview of plans.

If the Plan filter at the top of hierarchy () is enabled, only entities with data in the current plan are displayed. See Filter to Entities with Data in the Current Plan.

To create a plan

  1. In the Tools menu, point to Global Project Data and select Plans.
  2. In the Plans dialog box, click Add.
  3. Enter a name and description for the new plan and select the following fields as required:
    4. Field Description
    Source plan Data source for the new plan. If you want to create a standalone plan, do not select a Source. To create a plan that inherits data from a source, select a reserves plan (Working only) or another plan.
    Enabled The plan is only displayed in the project if it is enabled. Disabled plans are not visible.
    Secure If selected, only users with the Edit Secure Plan Data security policy can edit the plan.
  4. Click OK.

To view the new plan in your project, select it from the list above the Summary window.