dspTrack

Organize Plans with Projects

Projects group plans for reporting purposes.

NOTE: When a project or plan is added, the user who added the project or plan has access to that project or plan. For other users to access the project or plan, an Administrator must add the project or plan key to the Plan Role or Project Role security role.

NOTE: Once a project and plan have been added to dspTrack™, import a project file to add data to the plan. Refer to Import Project Files into dspTrack™ for more information.

To add a project:

1. Click Project in Navigation pane.

2. Click Add.

   View the field descriptions for the Project page.

3. Enter a name in NAME field.

   NOTE: Project names must be unique.

4. Enter a brief description of the collection in DESCRIPTION field.
5. Click Save.

To create a plan and add it to a project:

1. Click Project in Navigation pane.

2. Click Plans.

   NOTE: If no records exist, the page displays in add mode. Otherwise, click Add.

   View the field descriptions for the Plan page.

3. Enter a plan name in NAME field.

   NOTE: Plan names must be unique.

4. Click Save.

After adding a plan:

• Activate and Deactivate a Plan
• Add a Default Calendar to a Plan
• Archive a Plan
• Calculate the Critical Path for a Plan
• Register Work List Event Rules for a Plan
• Register Work List Event Validations for a Plan