Create a work plan

1. Open the project.

2. In the Summary tab, the Work Plan portlet, click one of the following links.

   Create blank work plan

   A work plan is created with a root task having the same name as the project.

   Create work plan from a template

   1. Select a template.

   2. Click Create.

      If your administrator has set the ENABLE_WORKPLAN_TAILOR_FROM_WORKPLAN_TEMPLATE parameter to true, the template opens to allow you to choose which tasks in the template are to be imported to the work plan.

   Create work plan from another project

   1. Select a project.

   2. Select the information of the selected project work plan to be copied.

      • If Schedule is not copied, the schedule start date of the new work plan is defaulted to the new project's start date.
      • If Notes are copied, the original date and time stamp are preserved.
      • If Resource Assignments are copied, only resources from the selected project that are part of the current project's resource pool are copied.

      The following information is automatically processed from the existing project. You cannot change how this information is processed.

      Information	How Processed
      Actuals	Never copied
      Internal predecessors	Always copied
      Microsoft Project link	Always removed at the task level
      Required task flag	Always copied
      Roles and activities	Copied if these fields are enabled in the project settings
      Schedule duration, effort, and effort mode	Always copied
      Skill proficiencies	Always copied
      Summary task owner	Copied if the summary task owner from the existing project is a summary task owner in the new project
      Tasks (non-root)	Always set to Ready or Pending (including tasks that were cancelled in the existing work plan)
      Work plan status	Always set to In planning for the new project

       

   3. Click Create.
   Create work plan from <template_name> template

   This link is only available when you enforce a default work plan template for the project in the project settings. See Work Plan Policy.

Next steps:

• Add tasks