Once the team plan is created and balanced, you can copy the data in this plan to create plans for each team member. For simplicity, it is best to wait until the team is satisfied with the balanced plan before proceeding to this step. The team leader should save the work breakdown structure (using the Save option on the File menu of the Work Breakdown Structure Editor), and then have each team member perform the steps below. (If any project tasks were assigned to the team leader, then the team leader should perform the steps below as well.)
Before an individual can follow the instructions below, they must have already installed the Process Dashboard and joined the team project. If a particular team member has not yet performed these steps, they must accomplish them first before they can follow the steps below.
If your team is using cloud storage for team data, make sure your cloud provider's sync client is running and active. The sync client needs to copy the latest WBS data from the cloud before you can ask the Process Dashboard to sync those changes into your personal plan.
On your personal computer, start the Process Dashboard. Use the hierarchy menus to navigate to the team project. Then click the script button and choose Sync Work Breakdown Structure.
Then wait while the dashboard copies data from the team plan.
Return to your Process Dashboard window. From the script menu, choose Project Task & Schedule. Your personal schedule will be displayed.
The top half of this window shows a list of tasks assigned to you. Review this list of tasks to ensure that it appears correct.
The bottom half of the window shows your personal schedule. Each row shows a particular week on the calendar. The Planned Time (PT) column shows the number of hours you might be able to spend on productive project work each week. Review this information to ensure that it appears correct. If any changes are necessary, make the appropriate edits and click the Save button. You can then close the Task and Schedule window if you wish.
Finally, return to your Process Dashboard window. Click the script button and select the Export My Data Now option.
If your team is using cloud storage for team data, make sure your cloud provider's sync client is running and active. Your data isn't fully exported until the sync client reports that all files are published and up-to-date.