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Learn more about some important or complex aspects of creating and maintaining project plans.
- Related Topics:
- Project Plan Work Breakdown Structure
By default, the work breakdown structure (WBS) that you set up for a project becomes the plan WBS for that project's plan. However, you can make some changes to that default if you want to plan at different levels of detail. - Default Plan Dates for New Projects
When you create a new project, Vantagepoint also creates a plan for that project. How the default plan dates for the work breakdown structure (WBS) elements in that plan are determined depends on how you create the new project. - Checking Out and Checking In Project Plans
To make changes to a project plan, that plan must first be checked out to you. While you have it checked out, other users cannot make changes to the plan. How you check out a plan, however, depends on where in Vantagepoint you access it. - Entering Planned Hours for Calendar Periods
In the labor planning grids on the Plan form in the Projects hub and in Resource View and Project View in Resource Management, use the calendar period columns to enter planned hours for a resource assignment for specific days, weeks, or months. As the work progresses, you can also use those columns to adjust the estimate-to-complete (ETC) hours for the assignment. - Entering Summary Planned Hours
When you enter planned hours for resources in Resource View or Project View or on the Labor tab of the Plan form in the Projects hub, an alternative to entering them calendar period by calendar period is to enter the sum of hours for a range of dates, let Vantagepoint allocate those hours across the calendar periods, and then make any necessary changes. - What Happens When You Reassign Work from One Resource to Another
If you assign work on a project to an employee or generic resource and later want to transfer all or part of the assignment hours to another resource (for example, from a generic resource to a new employee you have just hired for the project), you can reassign them from Resource View, Project View, or the Labor tab of the Plan form in the Projects hub. What happens when you make a reassignment depends on the options you choose in the Reassign dialog box. - Calculation of Estimate-to-Complete Hours and Amounts in Resource Planning
Estimate-to-complete (ETC) hours and amounts are key metrics for evaluating a project's progress against its plan. - Plan Data and Multiple Currencies
If your enterprise sets up Vantagepoint to use multiple currencies, the project and billing currencies that are selected for a project are also applied in project plans. - Project Charge Types and Planning Expenses and Consultants
Projects have one of three charge types: Regular, Overhead, or Promotional. The project charge type determines the types of expenses and consultants for which you can enter planned amounts for a project. - Security for Project Plans
Your ability to view and edit project plans is determined by the access defined for your security role. - Warning Indicators
Vantagepoint displays visual indicators on the project search list to alert you to warning conditions that exist with your projects (for example, the estimate-at-completion (EAC) amount is greater than the contract amount, or the contract amount is less than or equal to zero). - Planning Alerts
Using the Resource Planning Alerts settings form ( ), you can create and activate alerts to inform a specified set of recipients of planning-related events that may require attention. Vantagepoint delivers alerts to recipients through their Notification Center, by email, or both. - Projects Hub for Resource Planning Without Accounting
If the Resource Planning module is activated but none of the other core modules (Accounting, CRM, CRM Plus, or Time and Expense) is activated, Vantagepoint includes a streamlined Projects hub in the browser application.
Parent Topic: Plan