Core TSIs : Resource Planner : Working with Resource Planner : Planning multiple work assignments on the planboard
Planning multiple work assignments on the planboard
Prerequisites: The Planned status is available and used in your configuration. You have finished allocating (moving) work to resources on the planboard. Now, you want to finalize your planning for a specific period and a specific group of team members, by changing the work assignments' statuses to Planned.
A status transition to Planned signifies that the work assignment's planning is finalized.
Procedure
1. To set the status to Planned for multiple work assignments, go the planboard toolbar and click the Plan work assignments within a period action button.
2. In the From date-time field, select the start date of the period.
3. In the Until date-time field, select the end date of the period.
The work in the selected period is now in the Planned status. You will be notified about any work assignments whose status could not be updated.
4. Click OK.
The next step will be Assigning work to the resources, in a similar way. See Assigning multiple work assignments on the planboard for more information.