Creating a Seasonal Plan

From the global toolbar, click > Create Seasonal Plan.

The Step 1: Seasonal Plan page opens.

You can select the following option.

• Create a new Seasonal Plan
• Copy an existing Seasonal Plan
• Import a Seasonal Plan from an existing file
• Create a Seasonal Plan from an existing Seasonal Plan Template

Select Create New Seasonal Plan option and click Next.

The Step 2 : Specify Details page opens.

Specify the following information:

Field Name	How to Enter
Name	Specify the Name for a seasonal plan.
Description	Specify the Description for a seasonal plan.
Program	Click to search and select the Material Program for a seasonal plan.
Visibility	Select the Visibility from drop-down list that whether a seasonal plan is visible to only company or members.
Division	Click to search and select the Division for a seasonal plan.
Business Goal	Click to search and select the Business Goal for a seasonal plan.
Schedule From	Select the Schedule whether it is from Plan Start Date or Plan End Date.
Seasonal Plan Date	Click to select the date for a seasonal plan.
Season	Select the Season from the drop-down list.
Effort Submission	Select Effort Submission from drop-down list whether Task or Phase or a seasonal plan.
Default Constraint Type	Select Default Constraint Type from drop-down list whether it is As Late as Possible or As Soon as Possible for a seasonal plan.
Resource Plan Preference	Select Resource Plan Preference from drop-down list whether it is Phase or Timeline for a seasonal plan.
Schedule Based On	Select Schedule Based On from drop-down list Whether it is Actual or Estimated for a seasonal plan.
Approver Selection	Select Approver Selection from drop-down list whether it is Project Lead or Resource Manager for a seasonal plan.
Currency	Select the Currency for a seasonal plan.

Click Next.

The Step 3 : Review Details page opens.

Review the seasonal plan details and click Next.