Executing ZEUS Planning
Executing ZEUS Planning
Executing ZEUS
Planning
Entering in NAO - Planning Form
- Click new record button.
- Enter name of plan.
3. Proceed by entering any additional data in NAO - Planning (that is, enter onyl required data):
- Planning Unit (that is, months, years, quarters)
- Set plan start and plan end
- Enter or select a subject (you can copy it by checking corresponding checkbox) and contact
- Enter or select a department (you can copy it by checking corresponding checkbox)
- To use primary currency in planning, check Planning in Primary Currency Only. If you leave
Planning in Primary Currency Only unchecked, you can use various currencies. Just set which currency to use in
Show in Currency.
- Enter or select a contact.
- Set plan status (In Progress, Rejected, Approved,...).
- Set plan varianttip načrtovanja (Normal, Optimistic, Pessimistic).
- Enter Planned and Date fields.
- Then enter Checked By and Date fields.
- Optionally, enter document note.
4.
Create Plan Lines.
5. In the end you just have to confirm, that is, save the plan.
ZEUS topics in the PANTHEON 5.5 Guide:
Related topics:
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