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Set effect plan
Set effect plan

Learn how to copy actual effects to the empty plan columns in your effects grid. Perfect for bottom up planing!

Jonas Steeger avatar
Written by Jonas Steeger
Updated over a week ago

After a team member has set actual values for effects at measure level, the next step for the project administrator is to transfer the effects to the plan so that the traffic light is activated.

With a right click on the measure in the tree, the options menu allows you to activate "Transfer Values - Set Effect Plan". This copies the actual values to the plan columns, if - and only if - the plan cell is empty. Here it is also possible to overwrite already filled periods.

All effects of a tree element (measure, measure package or project) can also be transferred to the plan at once. To do this, simply click with the right mouse button on the desired tree level and then select "Transfer values - set effect plan". 

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