Creating a Project Plan

If the Project Planner is enabled for the database, each project in the database can have a project plan. To view the plan from within an open project, choose Project > Management > Project Planner. (In a secure database, any user with "read" access to the project will be able to view the plan and update any actions that are assigned to them. However, only users with the "Create/edit project plans" permission will be able to create or edit the plan.)

A blank plan will be created automatically the first time you open the Project Planner in a given project. By default, the project plan shows a sample starting gate, which records the date you opened the project plan for the first time. You can edit the sample gate and start building the plan from there.

Importing or Starting Again from a Blank Plan

Alternatively, you can start again from a blank plan or import an existing project plan from another project. In the Project Planner, choose Project Planner > Plan > Create Project Plan. (In a secure database, this command is available only to users with the “Create/edit project plans” permission.)

Then choose one of the following options. In both cases, you will need to enter the date the plan will begin in the Set Start Date field at the bottom of the window.

• Choose Blank to start again from a blank plan. This will delete all of the current gates (there is no undo for delete). It will also remove any actions that are assigned to the plan. The action resources will remain in the database unless/until an authorized user deletes them from the database via My Portal, Resource Manager or Actions Explorer.

OR

• Choose Import from another project to import an existing plan. You can import from another project in the current database or from any other existing standard or enterprise database.

Choose a source database and source project for the import. The Plan Preview area shows the gates and actions (if any) in the project that is currently selected. By default, the import includes both gates and actions. If you want to import gates only, clear the Include actions check box at the bottom of the window.

Tip: If you want to use any of the Design for Reliability (DFR) project planning "starter" templates that were installed with XFMEA/RCM++/RBI Version 9, you can either import directly from one of your own projects (converted to Version 2023), or use the "Project_Planner_Templates_Rev1" database (choose File > Help > Open Examples Folder then open the file in the "Project Planner" folder). To preserve the integrity of this database, a copy will be created.