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Planview Customer Success Center

Global Project Changes - Re-plan Wizard

Change Resource Planning Mode

The default resource planning mode - Project (formerly top-down) or Task (formerly bottom-up) is determined by your project category (your administrator can adjust the default using the self-service administration feature). You can select the planning mode when you create a project, but you can't change the mode once the project has been created (the setting is read-only). However, you can change the mode using the Re-Plan button from the staffing screen. Click Re-Plan and pick the appropriate radio button.