Setting Resource Plan Preferences

You can set the default view of a resource plan using resource plan preferences.

  1. On the Resource Plan page, click Actions > Create Resource Plan > Resource Plan Preferences.

    The Resource Plan Preferences page is displayed.

  2. Set the Resource Plan Mode to either Timeline or Phase. For a description of how these two views work, see Listing Resource Plans.

    Once the resource plan has one or more resource requests defined, this preference setting is no longer editable.

  3. Click Done.