To edit a work plan, follow these steps:
- Open the Plan Matrix window.
- Select a fiscal year and work plan using the drop-down lists at the top of the window.
- Click the icon to display information for the selected year and plan.
- In the Plan pane, locate the Activity to be edited and click it to select it.
- In the month fields (Jul through Jun) of the selected record, enter the planned person-days of the work activity to be performed in that month. Leave the field blank where no activity is to be performed that month.
- Repeat steps 4 and 5 for the remaining activities. When all planning information is entered, review the lower pane to see how close you are to fully utilizing available resources without exceeding what is available. If necessary, further edit the planned amounts in the upper pane to bring these two values (planned versus available) closer together.
- When you are finished, click
to save the new information.
