Use the fields and options above the tabs on the
Projects form when you are in Plan mode to control how the plan information displays.
Contents
| Field | Description |
|---|
| Actions
|
Select the action you want to perform for the
project plan: check out a plan, publish an updated plan, specify plan settings, and so on.
|
| Checked out state
|
If the plan is currently checked out to someone else,
Plan is checked out to <name> displays above the toolbars.
If the plan is currently checked out to you,
Plan is checked out to you displays.
|
| Plan status
|
This field displays the current status of the plan:
Published: The plan has been published. No unpublished changes exist for the plan.
Not Published: The plan includes unpublished changes.
|
| Scale
|
To change the scale for the calendar period columns, click
 , and select one of the following in the Change Scale dialog box:
- Days & Months: Display plan data by day for one or two months, with the rest of the
project plan displayed by month. If you select this option, you also specify the month or months for which you want to display plan data by day.
- Weeks: Display all plan data by week.
- Months: Display all plan data by month.
The calendar period column headings change to reflect your selection, and any existing hours in those columns are recalculated based on the new scale.
|
| Billing/Cost
|
This field displays
Billing or Cost to indicate whether the plan amounts you are viewing are at billing or at cost.
If you select
Cost and Billing in
Budget Type in the Plan Settings dialog box, both
Billing and
Cost are available, and you can switch between them. When you switch, the form's grids and charts update to reflect your selection.
If your firm uses multiple currencies, the currency in use is indicated next to the
Billing or
Cost option. The project cost currency is always used when viewing projects and plans at cost. A configuration setting that your system administrator selects determines whether project cost currency or billing currency is used when you view projects and plans at billing.
Note:
|
