Creating a Plan

Follow the steps below to create a Plan.

Watch how to do it: Create a Plan.

  1. Click (Plan).
  2. Click New Plan. The Editing Plan dialog box appears.
  3. Type a Name for the Plan, Start Date, Target Date for delivery, and Weekly Capacity in the appropriate fields.
  4. Select Requirements from the Available Requirements column and drag them to the Planned Requirements column.

    As you add Requirements to the Planned Requirements column, Atlas tracks the size versus available capacity in the Currently in this plan field to help your planning capacity.

    You can also order the requirements. The order is retained for the specific Plan and doesn't affect other Plans in or across Projects.

  5. Click Save to save the Plan for later editing or Send to delivery backlog to send the Plan to the Backlog.