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Title: Budgeting with TBD's

Brief description:

What’s covered in this document:


  • Schedule Type "Plans" are used.
    • People Plans contain hours and rates.
      • Initially where needed, labor plans are made against TBD users (Portfolio Plus users/ "UnaSource-Only Users").
      • Once the real resource is identified, the plan is swapped from the TBD to the real person.
    • Expense Plans capture Expense forecasts.
  • Portfolio reports are run on Schedule Type "Plans."
  • May optionally incorporate assignments as authorizations to charge.


  • Planning against simple planning licenses at a lower cost than full functionality licenses.
  • You can plan without knowing the exact named resource who will do the work.


Project Profile area:
Navigate: Project > List > List > Edit Pencil Icon. 


Report criteria:

Navigate: Reports > Saved > Edit Pencil Icon. 

Additional Information

KC - FAQ - What are UnaSource-Only or Planning-Only licenses?

KC - Quick Topic - How to Swap Resources on a Plan

KC - Quick Topic - Benefits of TBD Planning Resource Licenses and how to use them

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