How to...
You can assign labor resources to project plans, enter planned hours for them, and review planned amounts on the Plan form in the Projects hub. You can also enter planned amounts for expenses and consultants.
Many of the procedures that you use in the hubs are similar across all hubs (for example, Copy a Record). For detailed information, see Hubs Basic Procedures.
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- Check Out a Project Plan
To make changes to a plan in the Projects hub, you must check it out. When you check out a plan, it is not available to other users until it is checked back in. - Check in a Project Plan
When you check out a plan, other users can view it but cannot make changes to it until it is checked back in. Though a plan is automatically checked in when you switch to a different project or go elsewhere in Vantagepoint, there may be situations in which you must manually check in plans. - Publish a Project Plan
When you make changes to a project plan, you can publish it as the current plan version. - Specify Cost and Billing Rates for Plans
To specify the budget type, the cost and billing rates, and other settings to use for the currently selected project plan, display the Plan Settings dialog box. When you save the settings, Vantagepoint recalculates all planned cost and billing amounts for labor and all billing amounts for expenses and consultants. - Recalculate Planned Cost and Billing Amounts
In most cases, all amounts are automatically recalculated for a plan using current rate settings each time you save settings in the Plan Settings dialog box. The exceptions are Vision and iAccess plans that were converted to Vantagepoint. - Plan at the Labor Code Level
If Vantagepoint is set up to use labor codes, you can add labor codes to a plan work breakdown structure and then add labor resource assignments for those labor codes. - Add and Maintain Plan Assignments
Use the grids on the Labor, Expenses, and Consultants tabs of the Plan form to assign labor resources, expenses, and consultants to specific elements of a plan work breakdown structure. - Enter Planned Hours and Amounts
Use the grids on the Labor, Expenses, and Consultants tabs of the Plan form to enter planned hours and/or amounts. If the Resource Planning module is activated but the Accounting module is not activated, you can also enter contract compensation amounts on the Contract tab of the Plan form. - Select Columns for a Planning Grid
To change the columns that display in Project View, Resource View, or one of the planning grids in the Projects hub, select the columns that you want on the Grid Settings dialog box. - Work with a Plan in a Gantt Chart
You can view a project plan in a Gantt chart view and interact with that view to change plan dates and assignment dates. - Switch Project Amounts from Billing to Cost
In the Projects hub, you can switch between displaying billing amounts and cost amounts in the summary pane, on the Dashboard form, and on the Plan form, if you select Cost and Billing in Budget Type for the project in the Plan Settings dialog box. - Change the Scale for the Calendar Period Columns in Project Planning Grids
On the Plan form In the Projects hub, or in Project View in Resource Management, you can view and enter planned hours and amounts by day, week, or month. - Display Charts from Project Planning Grids
To supplement the grid view of project planning data, you can display related charts. You can display charts that reflect data for the project as a whole or for a selected plan work breakdown structure (WBS) element (a phase, for example) at a lower level of the plan structure. - Enter Notes for a Plan Element in Project Planning
To enter notes for a work breakdown structure (WBS) element in a project plan, display the plan on the Plan form in the Projects hub and either click or in the Notes column on the WBS element's grid row. - Revert a Project Plan to the Last Published Version
If you make changes to a project plan and then, before publishing it, you decide you want to discard your changes, you can return the plan to its last published version. As long as you do not publish the plan with your changes, you can revert to the last published version whether or not you have checked in the plan with those changes. - Delete the Contents of a Project Plan
If necessary, you can delete the contents of a project plan, including all resource, expense type, and consultant type assignments, the related planned hours or amounts, and the baseline plan, leaving the project with an empty plan.
Parent Topic: Plan