To plan how and when an artifact is to be addressed, assign it to a planning folder.

A planning folder can contain artifacts from many different trackers. When you assign an artifact to a planning folder, the artifact is still in the tracker where it was created.

  1. Click Trackers from the Project Home menu.
  2. Find the tracker that contains the artifact you want to assign, and select the artifact. You can select any number of artifacts at once.
  3. Click Plan for and select a planning folder.

The planning folder you assigned is now shown in the Planned For column on the Planning Folder Summary page.

You can always reassign an artifact to another planning folder as conditions change. Any effort data you have provided is recalculated automatically.

Tags for this page: project_member_tasks trackers