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	Project Planner

Create Project Plan

A blank plan will be created automatically the first time you open the Project Planner in a given project. In addition, you can use the Create Project Plan window if you want to:

Delete all existing gates and start again from a blank plan.
Import an existing plan from another project.

(In a secure database, these features are only available to users with the “Create/edit project plans” permission.)

To access the Create Project Plan window, first open the Project Planner and then choose Project Planner > Tools > Create Project Plan.

Start Again from a Blank Plan

If you want to start again from a blank plan, select Blank at the top of the window and enter the date when the plan will begin in the Set Start Date field at the bottom. Click OK.

This will delete all of the current gates (there is no undo for delete). It will also remove any actions that are assigned to the plan. The action resources will remain in the database unless/until an authorized user deletes them from the database via My Portal, Resource Manager or Actions Explorer.

Import an Existing Plan

If you want to import an existing plan, select Import from another project and do the following:

Select the database that includes the plan you want to import. This can be from another project in the current database, or from any other existing standard database (*.rsr10) or enterprise database connection file (*.rserp).

The Source Project area shows the projects in the database that is currently selected. The Plan Preview area shows the gates and actions (if any) in the project that is currently selected. Select the project that you want to import from.

Enter the date when the plan will begin in the Set Start Date field. By default, the utility will import both gates and actions from the selected plan. If you want to import gates only, clear the Include actions check box.

Tip: If you want to use any of the Design for Reliability (DFR) project planning “starter” templates that were installed with Xfmea/RCM++/RBI Version 9, you can either import directly from one of your own projects (converted to Version 10), or use the "Project_Planner_Templates_Rev1" database (choose File > Help > Open Examples Folder then open the file in the "Project Planner" folder). To preserve the integrity of this database, a copy will be created.

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