Project Planning
On the Plan form in the Projects hub, you can assign employees and generic labor resources, expense types, and consultant types to projects, schedule those assignments, and enter planned hours or monetary amounts. You can enter project planning information not only for won projects but also for projects you are pursuing, so project managers can begin even before the contract is awarded.
When you add a new project in Vantagepoint, a project plan is automatically added as well, based on default settings.
To access the project plan, navigate to the Plan form in the Projects hub. In that form, project managers can enter plan dates at all work breakdown structure levels, assign employees and generic labor resources, expense types, and consultant types to work breakdown structure elements, and enter anticipated date ranges for those assignments. They can also enter planned hours for labor resources and planned amounts for expenses and consultants.
Each project has only one plan. However, information from that plan can be viewed and updated from multiple places in Vantagepoint: Plan form in the Projects hub, Project View in Resource Management, or Resource View in Resource Management. Each of these access points provides a different perspective on the plan.
Project planning is available if your company or enterprise has activated the Accounting module. You do not have to have the Resource Planning module.
- Related Topics:
- Project Planning Features
Take advantage of a number of standard project planning features that help you build and maintain plans. - Contract Information
Use the Contract tab on the Plan form in the Projects hub to view contract amounts for the project (compensation, labor, direct expenses, reimbursable expenses, and so on). - Labor Planning
You can enter plan dates at all work breakdown structure levels, assign employees and generic labor resources to work breakdown structure elements, and enter anticipated date ranges for those assignments. - Schedule Planning
Use the Schedule tab on the Plan form in the Projects hub to view and edit the start and finish dates for the work breakdown structure (WBS) elements for the selected project. The Schedule tab displays only if the Resource Planning module is activated. - Expense and Consultant Planning
If your company or enterprise enables planning for expenses and consultants, you can assign expense types and consultant types to work breakdown structure elements and enter planned amounts for those assignments.