BU Level Resource Plan Header Menus and Icons – OnePlan Support provided by PPM Works

This article explains the icons in BU Level of Resource Plan.

Select a pre-filter to review desired resource types.

Select your own BU from the pre-filter 'Business Unit/Group'.

The pre-filters will remain the same when you get to the Resource Plan next time unless you change them.

Icons listed in order from left to right:

Cost Types Menu: Different BUs have different Cost Types.

Add Booking: Click this icon to launch the booking form.

Candidates List: Click the icon to toggle showing the Candidates List on the bottom half of the screen.

Views: Select the View menu drop down to change views, save views, and delete views.

Planning Units Mode Menu: Select Hours, % (Percent), or FTE (Full Time Equivalent).

Modify View Menu:

Settings in this menu include:

Dates: Select the desired date range of periods. Note that the "Totals" column will calculate based off the date range selected if the planning unit mode is % or FTE.
Filter: Select a filters to narrow what shows in the page. Select Clear Filters to remove all filter selections.
Group By: Select a field to group the resources by that field. Resource-level choice fields (such as Department and Role) are available for grouping.
Compare To: Select cost type comparisons to view in the grid.

Resource Plan Advanced Menu:

Options in this menu include:

Delegates: Only available if negotiations are enabled. The Resource Manager can assign delegates to approve on their behalf, such as their team or department.
Legend: Describes the meaning of the color heat map for the resource plan details. The colors are based on their percentage of availability utilized.
Copy Values: Click to copy resource plan data from one cost type to another.

Refresh: Click to update the data in your resource plan.

Export: Export the resources list into an Excel sheet.