Use the Financial Plans Panel in the My Portfolio Area
This article explains how to access and use the Portfolio Financial Plans panel.
To access the Resource Plans panel, click on the Widgets button in the Portfolio header, then select Resource Plans. The Gantt will open in the right half of your window. A read-only view of a Global Resource Plan in the bottom half of the screen.
You have control over the plans that are included in the Financial Plans panel. When you open the panel, a new column is added to the Portfolio list filled with check boxes. Plans with the check box checked are included in the Financial Plans panel. Plans with the check box unchecked will not be included.
