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Click the Planning task on the dashboard, or select Planning from the Tasks list.
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Click Add Planning Item
to create a new planning item, then select Tag from the Planning Item Type list.
Alternatively, after selecting the Group by - Type option and selecting Tag Number in the tree, click Add Planning Item
in the Tag Numbers grid.
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Type or select a tag number from the list in the Tag Number box.
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Click Milestone Set
and select a milestone set.
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(Optional) Click ROS Date
and select the required on site date.
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(Optional) Type the client requisition number in the Client Requisition Number box.
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(Optional) Click Account Code
and select an account code.
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(Optional) Type the client agreement number in the corresponding box.
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(Optional) Click Planning Group
and select a planning group.
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(Optional) Type the budget values in the Labor Budget 1 and Labor Budget 2 boxes.
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(Optional) Type a comment on the planning item in the Comments box.
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Click Save.