Work Plan Policy

The Work Plan policy controls:

  • Whether a project will have a work plan.
  • Who can access the work plan.
  • Who can view the actuals.
  • Whether to suggest or enforce a specific work plan template to be used with projects using the project type.

Options in this policy are described as follows.

Option

Description
Allow project manager to override these settings? Whether or not project managers can edit this policy in their projects.
This project will include a work plan Whether or not a project can have a work plan

Work plan can be accessed by

Select who can access the work plan.

  • All Users. Default. All users who can view the project can view the work plan.

  • Project Managers, Summary Task Owners, and Stakeholders. Only project managers, summary task owners, or stakeholders can view the work plan.

    Stakeholders and project managers are added in the Configure Project Participants page.

  • Project Managers only. Only project managers can view the work plan.

Resources restricted from work plan can view only their actuals on Task Details page

For the users who cannot access the work plan,

  • when the option is selected, these users can view only their own actuals on the Task Details page and other users' actuals are displayed as Restricted.
  • when this option is not selected, these users can view other users' actuals in the Task Details page.
Work Plan Template

  • If you specify a work plan template and don't allow project manages to override this policy, a project created using this project type can only create a work plan based on this work plan template. Moreover, the default work plan template cannot be changed.

  • If you specify a work plan template allow project managers to override this policy, the manager for a project created using this project type can choose to create the work plan from the default template, another template, or manually.

See also: