Creating a resource plan

  1. Select Work Management > Planning > Create Resource Plan.
  2. Specify a unique identification code for the resource plan in the Plan field.
  3. Type a description of the plan in the Description field.
  4. Specify the start and end dates for the resource plan in the Plan Date and To fields.
  5. Click Save.
    Infor Public Sector shows a summary of the resource plan and a message that it was created successfully. You can click the "Plan ID" link to view and edit the resource plan in the Resource Plan InfoViewer.