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Object documentationImplementation Project: Plan Tab Locate this document in the navigation structure

 

Use this tab to create new project templates or edit existing project templates.

To access this tab, from the SAP Business One Main Menu, choose   Administration   System Initialization   Implementation Center   Implementation Project   Plan  .

Structure

Select Level

From the dropdown list, select the number of levels to display. For example, if you select 3, the application displays each step, their child steps, and their grandchild steps.

Project Template

From the dropdown list, select the existing implementation project template with which you want to work.

Step

Displays the name of a step.

Info

Click the Info icon to add an additional description to a step.

Notes

Click the Notes icon to add comments to a step. You can add comments to a step when creating a project template or during the implementation process.

Attachments

Click the Attachments icon to attach one or more files to a step.

Note Note

To attach a file, ensure you have specified the location of a project attachments folder in the Path Settings window.

End of the note.
Planned Time (Hours)

Enter the number of hours required to complete the step.

Total Planned Time (Hours)

Displays the expected total number of hours required to complete the step and its child steps.