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Administrator Guide
Last Updated: 2023-06-23
Concept: Project Plans

Concept: Project Plans

You can use project plans to organize projects into phases and tasks:
  • Project plan phases organize and sequence each stage of the project work. Example: Plan and Strategize.
  • Project plan tasks define the work details in each project phase. Example: Define Project Objectives.
Project plans enable you to:
  • Assign resources to project plan tasks.
  • Monitor project timelines.
  • Set date ranges for workers to log their time on a project.
  • Specify project risks.
  • Streamline data entry by creating templates.
Types of Project Plans
You can create 2 types of project plans:
  • Standard
  • Multilevel
Standard project plans have a flat structure, with the project plan phases all at the same level. Example:
  • Project Plan Phase 1
    • Task a
    • Task b
  • Project Plan Phase 2
    • Task c
    • Task d
Multilevel project plans have a tree structure. You can add up to 9 project plan phases under each top-level parent phase. Multilevel project plans can include more details about your project work, improve organization, and increase the granularity of your custom reports. Example:
  • Parent Project Plan Phase 1
    • Task a
    • Child Project Plan Phase 1.1
      • Task b
    • Child Project Plan Phase 1.2
      • Grandchild Project Plan Phase 1.2.1
        • Task c
  • Parent Project Plan Phase 2
    • Task d