Creating A Project Plan

To create a project plan, the user must:

  1. Navigate to Applications > Projects.
  2. Click on the appropriate project name link in the left navigation bar.
  3. Click the Iterations/Plans folder link. Iteration/Plan Manager will open in a new window.
  4. In Iteration/Plan Manager, click the New button in the ribbon bar in the Iterations/Plans tab.
  5. Enter a name for the new iteration/plan.
  6. Enter a description for the new iteration/plan if desired.
  7. Select whether to import a Microsoft Project XML, import a TeamDynamix .tdplan file, or use an existing Project Template application plan.
  8. Select whether or not to check out the iteration/plan.
  9. Click OK.
  10. Microsoft Project file:
    1. The user will need to select a Microsoft Project XML file to import from their computer.
  11. TeamDynamix .tdplan file:
    1. The user will need to select a TeamDynamix .tdplan file to import from their computer.
  12. Project Template application plan:
    1. Select the desired Project Template record.
    2. Click the Create button next to the desired plan record.
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Article ID: 3619
Tue 2/3/15 11:20 AM
Mon 6/3/19 4:06 PM