How to...
In the Resource Planning Settings, you specify options that determine how you enter and view planning information for projects and resources.
- Related Topics:
- Add a Generic Resource (Browser)
Use the Generic Resources form to add a new generic resource for planning purposes. - Include In Pursuit Projects in Calculation of Utilization and Scheduled Percentages
On the Plan Settings form, you can Indicate how Vantagepoint should determine whether or not projects that are assigned to an in pursuit stage should be included in the calculation of scheduled and utilization hours and percentages. (Projects assigned to a won stage are always included in those calculations, and projects assigned to a lost or do not pursue stage are always excluded.) - Enable Planning for Expenses and Consultants
To turn on the option to enter plan data for expenses or consultants, go to the Plan Settings form in Resource Planning Settings. - Specify Default Plan Settings for New Projects
To specify settings that are used by default for new project plans, go to the Plan Settings form in Resource Planning Settings. - Set Up Default Cost and Billing Rates for Plans
To select default methods and rate tables for calculating plan amounts, go to the Rates form ( ). - Specify Scheduled Thresholds
To specify the target range for scheduled percentage, go to the Resource Settings Form in the Resource Planning Settings. - Specify Utilization Thresholds
To specify the target range for utilization percentage, go to the Resource Settings from in the Resource Planning Settings. - Turn On Soft and Hard Booking
To turn on the option to designate resource assignments as "soft" (tentative) or "hard" (confirmed or approved), go to the Resource Settings form on the Resource Planning Settings. - Select the Available Columns for the Project Planning Grids
To select the columns that can be displayed in the project planning grids on the Plan form in the Projects hub, go to the Grids form in Resource Planning Settings. Users who work with the project planning grids can choose the columns that they want to display, but only the columns that you select on the Grids form are available to them. You can exclude columns that you do not use or that you do not want to display for other reasons. - Specify Non-Work Days
You identify the days of the week on which your employees typically do not work, and specify your holidays, in either Resource Planning Settings or Time Settings. - Set Up Alerts for Resource Planning
Use the Resource Planning Alerts form to set up alerts that are triggered by key planning events. For a given type of alert, you can define multiple rules that specify the criteria for triggering the alert, who receives the alert, and how it is delivered to the recipients.
Parent Topic: Resource Planning Settings