Enter Project Plan screen

Use the Enter Project Plan screen to create a project plan to outline the tasks that need to be completed for a project. You can add tasks based on cost codes, set start dates and finish dates for each task, and then view the tasks in a Gantt chart and track their percent complete. If needed, you can export a project plan to Excel or Microsoft Project. You must have Microsoft Project installed on your computer to export project plans to Microsoft Project.

Use the Enter Project Plan screen to create a PDF file of a project plan form that you can view, print, or attach to an e-mail. ProContractor automatically attaches the PDF file to its associated record in a binder item.

Tip: You can use the Modify Forms screen to modify the format and layout of this form.

You must have the software required to open a PDF file—such as Adobe Reader—installed on your computer to be able to view it. You can also send an e-mail with the PDF file as an attachment. You must have MAPI-compliant e-mail software—such as Microsoft Outlook—installed on your computer to send an e-mail message with an attachment.

Note: To open the Enter Project Plan screen, click Projects > Project Documents > Enter Project Plan in the All Tasks pane.