Creating a plan group

  1. Select Work Management > Planning > Create Plan Group.
  2. Specify a unique identification code for the group in the Group Plan field.
  3. Provide a description of the plan group in the Description field.
  4. Click Add above the Plans grid.
  5. Specify the identification code for the resource plan that you want to add to the group in the Plan field.
  6. Click Save.
    Infor Public Sector adds the resource plan to the group and shows it in the Plans grid.
  7. Repeat steps 4 - 6 for each resource plan that you want to add to the group.
  8. Click Save.
    Infor Public Sector shows a summary of the plan group. You can click the Group Plan link to view and edit the group plan in the Group Plan InfoViewer.