Header Fields for the Plan Form

Fields and options that display on the Plan form in the header area above the tabs are available regardless of the currently selected tab.

Contents

Descriptions of the other fields and options on this form are available in other Projects hub help topics.

Field	Description
Find project	At the top of the Projects Plan form, enter a partial or complete name or number in the Find project field to find and select an existing project to view or edit its project planning data. If more than one record is returned, the default () Active Only toggle appears at the bottom right of the drop-down list. To filter the search results to return only active records, click the Active Only toggle to the On position (). Vantagepoint returns only active records in the drop-down list. The Active Only toggle setting will be preserved across sessions until you change the setting again. If you are working in the Projects hub and you switch from one form in that hub to another, your current project record selection is preserved in all forms for the Projects hub. For information about creating and using searches, see the Search Vantagepoint help topics.
Search Navigation Controls	The Search Navigation Controls display to the right of the Find lookup field at the top of most Vantagepoint hub and application forms. Use these controls and their related components to quickly locate a saved search, create ad hoc or new searches, page through records, and find and select multiple hub records. On the Saved Search control (), click to display the Saved Searches (left) pane and Record Selection (right) pane. Most search types include standard, personal (My Searches), shared, and complex searches, as well as an ad hoc search Selection. Available search types vary, depending on the active hub or application form. For more information about Search Navigation Controls, see Search Quick Reference, Components of a Search, and Use Search Navigation Controls to Filter Records.
Saved Searches list	To filter the list of projects, select one of the following search types: Quick Find: Use this field to locate a specific search or group of searches in a long list of searches. Enter one or more characters in this field and then pause to allow time for the results set to refresh. The records returned for the search are listed in the Records Selection pane. Selection: If available, this ad hoc search appears in the Saved Search control and also in the Saved Searches list. This type of search is based on an existing search in the Saved Searches list and, typically, comprises a portion of all the available hub or application records that were included in the saved search. Use this type of search to quickly view a specific subset of records for a standard search. Only one ad hoc Selection is available at any given time and will remain unchanged until you either update it or create an ad hoc search. For more information, see Select Hub Records for an Ad Hoc Search and Edit an Ad Hoc Search Selection. Active: Select from a list of all active projects to which you have access. All: Select from a list of all projects to which you have access regardless of project status. My Active: Select from a list of all active projects with which you are associated as a team member on the Team tab of the Projects form. The list includes a project if you are associated with it at any level of the work breakdown structure (WBS). Project Manager: Select from a list of all active projects for which you are the project manager at any level of the WBS. My Organization Level 1: Select from a list of active projects that are assigned, at any WBS level, to the same organization level 1 (the same company, for example) to which you are assigned in the Employees hub. This option is available only if Vantagepoint is set up to use organizations. My Organization: Select from a list of all active projects that are assigned at any WBS level to the full organization to which you are assigned in the Employees hub. This option is available only if Vantagepoint is set up to use organizations. My Draft Invoices: This search is available if your security role has access to Invoice Approvals. Select from a list of all active projects for which a submitted draft invoice exists that you are responsible for approving or rejecting. My Searches: Select a search from this folder to display a list of projects based on your personal search. Click the icon to display the Edit Search dialog box. You can then update your personal search for future use. Shared Searches: Select a search from this folder to display a list of projects shared with other team members and roles. Click the icon to display the Edit Search dialog box. You can then update the shared search for future use. SQL Where Clause Search: Select a search from this folder to display a list of projects based on SQL Where Clause query statements and advanced search settings. These complex searches locate records across multiple hubs, applications, or databases. You must have the appropriate security role access to use this advanced search functionality. If you share a SQL Where Search with a user who does not have the required security role access to SQL Where Clause searches, then the user can view and run the SQL Where Clause search, but they cannot edit it. Legacy searches, which are based on saved searches from previous versions of the application or legacy systems, display as SQL Where Clause searches. + New Search: Select this link to create a new search for projects. Use both basic and advanced search features on the New Search dialog box to refine search criteria. Use the Advanced Settings feature to search by all available Projects hub grids and fields (including standard and user-defined grid fields), based on your field level security. On the New Search dialog box, select + Add a Field to add another field to the search criteria grid. In the Select A Field drop-down list, you can either type part of the field name to find it or click to display a list of all standard and user-defined grid fields associated with the hub or application and locate the desired field. Fields in grids are organized under the grid name in bold. For example, when you select Projects, a list of all grid fields associated with the Projects hub is displayed. For these searches, a project is considered active if the status of the project-level WBS element is Active. The project search list sort order option that you select on the My Preferences dialog box determines the order in which the projects display in the list: by name or by number. To change that setting, click on the main Vantagepoint toolbar. If warning conditions exist for any of the projects and Show Project Warning Indicators is selected on the Project Settings dialog box, a red or yellow warning indicator (, for example) displays next to them on the list. You can hover over or tap an indicator to display a description of the warning condition.
x of x	Use these arrow icons to scroll through the records in the search results and display a different record on the form. The numbers indicate which record you are viewing out of the total number of records in the search results.
+ New Project	Click this option to create a project. This option is available if your security role has the access rights required for adding records. When you add a new project, Vantagepoint also creates a plan for that project. Depending on how you add the project, you may have an option of copying an existing project plan. If not, Vantagepoint automatically creates a plan for the project using default settings, so you can immediately begin entering planning data.
	Click this icon next to the project name to display the Project Structure dialog box. If the project has a WBS with more than one level or it has a linked promotional project, the dialog box displays the levels and elements in the structure. You can then select another WBS element to display in the Projects hub, or you can edit the project structure. You can also select a WBS element for the linked promotional project, if one exists. If the project currently has only one level in the WBS and no linked promotional project, the Project Structure dialog box gives you options for adding WBS elements at lower levels. Click + Create a New Project Structure to add WBS elements individually using the Edit Project Structure form. To choose WBS elements from a project template, select the template in Use a Project Template and then click Use Template. By default, the Project Structure dialog box displays immediately below this icon, and when you select a WBS element, the dialog box closes. However, if you are working in the Projects hub and you want the dialog box to remain open after you make a selection so it is readily available for navigating to other WBS elements, drag the dialog box to a different location. It will then remain open while you work, as long as you do not select a different project or leave the Projects hub.
	If the project belongs to a billing group, click this icon next to the project name to display the Billing Group dialog box. That dialog box displays the projects in the billing group, along with any lower-level WBS elements, so you can select another project or lower-level WBS element to display in the Projects hub.
Project Name and Project Number	When you select a project to view or edit, the project's name and number display at the top of the form below the search field. If you navigate to a lower-level WBS element, the number and name of that element and the number and names of the parent elements above it in the WBS are displayed. If You Have the Pre-Award Project Numbering Feature Turned On If you have this feature turned on, when a project is awarded, you can change the project's number to an awarded number immediately or schedule it to be changed at a future time. When you take either action, orange text displays below the project number in the Project Number field. If you change the project number immediately, the orange text lets you know that the project number is currently being changed. If you scheduled the number to be changed at a future time, the orange text shows you the date and time that the number will be changed. The new project number that will be assigned is also displayed in orange text below the project number. This same orange text displays below the project number in the Project Number field in other applications in the Projects hub, such as Contract Management. For more information about the Pre-Award Project Numbering feature, see Using Different Numbering Systems for Pre-Award and Awarded Projects.
Plan last modified date, time, and user	The last modified date, time, and user name display below the project's name and number to indicate when the project plan was last modified and the name of the person who made the changes, unless the user ID is not mapped to a user name, in which case only the user ID displays.
and	Click to the right of the Summary pane to collapse the pane and expand the main part of the form. When the Summary pane is collapsed, click to expand and display it.
Checked out state	If the plan is currently checked out to someone else, Plan is checked out to <name> displays above the tabs. If the plan is currently checked out to you, Plan is checked out to me displays.
Scale	To change the scale for the calendar period columns, click and then select one of the following on the Change Scale dialog box: Days & Months: This option is not available on the Schedule tab of the Plan form. Display plan data by day for one or two months, with the rest of the data 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: Use Day Scale Starting: Select the month in which you want to begin displaying plan data by day. Use Day Scale For: Select this setting if you want to display one or two months of plan data by day. Days: This option is available only on the Schedule tab of the Plan form. Display all plan data by day. Weeks: Display all plan data by week. Months: Display all plan data by month. Quarters: This option is available only on the Schedule tab of the Plan form. Display all plan data by quarters. Years: This option is available only on the Schedule tab of the Plan form. Display plan data by years. The calendar period column headings change to reflect your selection, and any existing hours in those columns are recalculated based on the new scale.
Expand/Collapse All	This button is available only on the Schedule tab of the Plan form. Use this button to change the Gantt chart view. When only the WBS1 (project) level is displayed, click this button to expand the view to show all levels. When all or only some levels are displayed, click this button to collapse all levels to WBS1. If you turn on Show Critical Path when levels are collapsed, any levels that are not on the critical path remain collapsed. If you move or resize Gantt bars or create dependencies that would cause hidden WBS levels to be on the critical path, Vantagepoint does not automatically show them. To show these levels, turn Show Critical Path off and then back on.
Show Critical Path	This toggle switch is available only on the Schedule tab of the Plan form. The critical path is the sequence of tasks or phases that cannot be delayed without affecting the completion date of the entire project. If any of those items slip, that would cause a risk to the project schedule. When you turn on the Show Critical Path toggle switch, the Gantt chart displays the critical path of your project in red for any levels that directly impact the end date. When the critical path is visible, you can immediately see where changes you make to the schedule for specific tasks or phases will impact the project's completion date. As you move and reschedule bars on the Gantt chart, elements that cannot slip any further without impacting the end date will turn red and become part of the critical path.
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.
Show	Click to display the summary's drop-down list. Select either the Billing or Cost option 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 enterprise uses multiple currencies, the currency in use is indicated next to the Show option. The project cost currency is always used when viewing plans at cost. A configuration setting that your system administrator selects determines whether project cost currency or billing currency is used when you view plans at billing. When you display cost amounts, some information may not display if your security role does not provide access rights to labor cost rates and amounts.