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Title: Templates for People Planning by Grid

Brief description:

This is a template that you can use to record how you will be using the People Planning grids - specifying which selection options for plan sets, plan view, planning periods, people, labor categories, etc. that you will be using in your Saved Grids.

What’s covered in this document:

Planning on One Project: Set up your Project People Plans > Plan with Grid

My Company uses "Plans" as:


Example 1: Our terminology is "Forecast" - we forecast people's time on projects to see people's availability in a given week/month, etc.

Example 2: Our terminology is "Proposal" - we use plans in Unanet to reflect what was originally proposed on a project, matching the contract.

Planning Grid Search Tab ValueMy Company's usage of this fieldOther notes
Plan Set

Plan View



Planning Periods

Number of Periods

Start Date

Budget in

People to plan

Display Options

Projects to Plan

Planning Grid Plan TabMy Company's usage of this stepOther notes

Double-click on Person row to override defaults:

Bill Rate
When should the bill rate be changed from the default?
Cost Rate
When should the cost rate be changed from the default?
Cost Element
When should the cost element be changed from the default?
Labor Category
When should the labor category be changed from the default?
Location
When should the location be changed from the default?

Planning on Multiple Projects or Multiple People: Set up your Forecast > People Planner

To plan resource time for many projects, set up the Forecast Planning Dashboard.  Your Planning Dashboard establishes a grid of projects on one axis and months on the other axis.  Hours are entered into cells within the grid. 

My Company uses "Plans" as:


Example 1: Our terminology is "Forecast" - we forecast people's time on projects to see people's availability in a given week/month, etc

Example 2: Our terminology is "Proposal" - we use plans in Unanet to reflect what was originally proposed on a project, matching the contract

Planning Grid Search Tab ValueMy Company's usage of this fieldOther notes
Plan Set

If plan sets are being used, specify the desired plan set. For example, if using corporate budgeting, the plan set may be for the next fiscal year. 

Another example is if you are using multiple plan sets to accommodate "what if" scenarios ("What if I use my most expensive, senior people vs. my less expensive, junior employees?")

Plan View
Plan at Project or Task level. If the project has "Manage at Task level" enforced, and you intend to create assignments from plans, choose to plan at Task level.
Planning Periods

Best practice: choose a time period that best suits your planning periods, and use consistently for all planning grids in the system.

Number of Periods
The number of periods will vary based on the budgeting or forecasting period planned.
Start Date
The start date will vary based on the budgeting or forecasting period planned.
Budget in
Choose between Hours or FTE. FTE uses a standard 8 hour business day as the basis of calculation.
People to plan
Filter by last name or Person Organization code, labor category, location, and/or skills.
Display Options
Select the display options to include Project Titles and Subtotals.
Resource Utilization
Optional; set the percentages and colors to create a view meaningful to your planning process. Choose the Planning grid’s color thresholds to display how booked a resource is on all projects in the system for a given period. (under 100% = yellow; 100% = white; over 100% = Red).
Projects to Plan

This planning field is available on the Forecast (dashboard) > People Planner grid, where you can plan people for multiple projects.

List of Projects,

Display in Matrix fields

Planning Grid Plan TabMy Company's usage of this stepOther notes

Double-click on Person row to override defaults:

Bill Rate
When should the bill rate be changed from the default?
Cost Rate
When should the cost rate be changed from the default?
Cost Element
When should the cost element be changed from the default?
Labor Category
When should the labor category be changed from the default?
Location
When should the location be changed from the default?


If you are using the Assignments Grid - feel free to copy these tables & update the headers accordingly to describe your company's processes and usage of assignments.

See the Quick Topic - Expense Planning Grid Template for the corresponding expense related template.

Additional Information

Help Docs - People Planner Reference

KC - Expense Planning Grid Templates


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