Deltek Vantagepoint Help

Using the Help Search

Actions Bar for the Plan Form

Use the Actions bar on the Plan form to check out a plan, publish an updated plan, and perform other basic planning tasks.

Changes that you make to a plan are saved automatically. However, until you publish the plan, you can use the Revert action to discard all unpublished changes and restore the plan to its most recent published version.

Commonly Performed Actions

Use the options on the Actions bar to perform common actions quickly. Actions that update plans are not available until you check out the plan.

Field	Description
Add JTD Assignments	Generally, when you display a project plan, `Vantagepoint` automatically adds and displays assignments for any labor, expenses, consultants, or units that have no planned values but have JTD hours, amounts, or quantities that have been charged to a WBS element in the plan. The only time that the Add JTD Assignments option is available on the Actions bar is when that automatic update does not occur because another user has the plan checked out. In that case, the option displays, and you can click it to update the plan with the missing assignments.
Check Out	Select this action to check out and make changes to the plan for the project. This action is enabled when the plan is not already checked out to you. If someone else has the plan checked out and you select this option, a message displays to identify who has it checked out, and included in the message is the person's email address so you can contact them about the plan. If you have the required security access, the message also contains a link that you can click to check in the plan and check it back out to you.
Save Baseline	Select this action to save the current plan as the baseline. The baseline acts as a snapshot of planned hours and amounts at a certain point in time and is useful for comparison purposes. You can have only one baseline version for any plan. When you select this option, the existing baseline plan is replaced with the current plan. After you save the initial baseline, this action is available only if the plan is checked out to you, the date of the current baseline is earlier than the date of the current version of the plan, and your security role is allowed to change the baseline. While saving a baseline preserves its planned hours, unit quantity, and amounts, the WBS of the baseline may change. `Vantagepoint` automatically keeps the current plan WBS and the baseline plan WBS the same. When you make any change to the WBS of the current plan, a corresponding change is automatically made to the baseline WBS. For some WBS changes, `Vantagepoint` may also automatically move labor and unit plan assignments so that all planned hours, amounts, and quantities in the baseline are assigned to lowest-level WBS elements. Expenses and consultants are assigned to the selected Planning Level for each in the Plan Settings dialog box.
Publish	Select this action to publish the plan and baseline. This action is available if the plan contains changes that have not yet been published. When you publish the plan, the previously unpublished changes become part of the current plan version, and the plan and baseline are marked as published. A plan must be published if you want to update it in Resource View or Project View in Resource Management or view the latest version in reports. `Vantagepoint` will also ask you if you want to publish a plan if you have it checked out, it contains unpublished changes, and you navigate away from the project without first selecting this action (for example, if you select another project or select a `Vantagepoint` application outside of the Projects hub).

Other Actions

Click Other Actions to display a menu of these less commonly used actions. Actions that update plans are not available until you have checked out the plan.

Field	Description
Add/Edit Labor Codes	If you want to enter planning data for a project at the labor code level, select this option to display the Add/Edit Labor Codes dialog box and add labor codes to the plan WBS or make changes to remove previously added labor codes. Adding labor codes to the plan WBS provides an additional level below the project WBS for more detailed planning. This option is available only if `Vantagepoint` is set up to use labor codes and if at least one labor code level is selected for the plan on the Labor Codes tab of the Plan Settings dialog box. If the plan is not already checked out to you, this action automatically checks it out. If the plan has a saved baseline, corresponding labor code changes are also made to the baseline WBS.
Add Touchpoint	Select this option to add a touchpoint (a simple activity such as a meeting or a phone call) for the currently displayed record.
Create New Proposal	Select this option to display the New Proposal dialog box and begin adding a proposal for the project. Enter the proposal's general information, including name, number, project, due date, and other details.
Revert	Select this action to discard unpublished changes and return to the most recently published version of the plan and its baseline plan. This action is available if the plan contains changes that have not yet been published, whether or not those changes have been checked in.
Delete Plan Assignments	Select this action to remove all of the plan's assignments for labor resources, expense types, consultant types, and units, remove all planned hours, amounts, and quantities, and remove the baseline, leaving the project with an empty plan. However, assignments that have actual job-to-date (JTD) hours, amounts, or quantities are not removed, though their planned hours, amounts, or quantities are. If the plan has a baseline and you do not have access rights to change the baseline, this action is not available.
Plan Settings	Select this action to display the Plan Settings dialog box and specify the budget type, the cost and billing rate methods, tables, and multipliers, and other settings to use for the currently selected plan. If the plan is not already checked out to you, this action automatically checks it out.
Check In Plans	Select this action to display the Check In Plans dialog box and check in one or more of the plans that are currently checked out. You can check in the plans that are checked out to you, and if your security role is an Administrator role, you can also check in plans that are checked out to others. When you check out a plan, it is not available to others to edit until it is checked back in. `Vantagepoint` automatically checks in plans when you select a different project, leave the Projects hub, log out of `Vantagepoint`, navigate to a different URL, use the browser's Refresh option, or close the browser. However, there may be situations in which you must use this action to manually check in plans.
Project Settings	Select this option to display the Project Settings dialog box. On that dialog box, you can select display options for the project search results list and the project structure.
Export Gantt	Select this option to display the Export Gantt Chart dialog box and select export format options. This option is available when you select the Schedule tab. If Show Critical Path is on, the red critical path is displayed in the exported file.
Print	Select this option to display the Print Options menu. Depending on which option you select, `Vantagepoint` displays either the Reporting dialog box or the search dialog box. You can then specify the record or record selection to be included in the report before generating and printing the report. See Select a Print Option to Print Records for a Report for more information.

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Actions Bar for the Plan Form

Use the Actions bar on the Plan form to check out a plan, publish an updated plan, and perform other basic planning tasks.

Changes that you make to a plan are saved automatically. However, until you publish the plan, you can use the Revert action to discard all unpublished changes and restore the plan to its most recent published version.

Commonly Performed Actions

Use the options on the Actions bar to perform common actions quickly. Actions that update plans are not available until you check out the plan.

Field	Description
Add JTD Assignments	Generally, when you display a project plan, `Vantagepoint` automatically adds and displays assignments for any labor, expenses, consultants, or units that have no planned values but have JTD hours, amounts, or quantities that have been charged to a WBS element in the plan. The only time that the Add JTD Assignments option is available on the Actions bar is when that automatic update does not occur because another user has the plan checked out. In that case, the option displays, and you can click it to update the plan with the missing assignments.
Check Out	Select this action to check out and make changes to the plan for the project. This action is enabled when the plan is not already checked out to you. If someone else has the plan checked out and you select this option, a message displays to identify who has it checked out, and included in the message is the person's email address so you can contact them about the plan. If you have the required security access, the message also contains a link that you can click to check in the plan and check it back out to you.
Save Baseline	Select this action to save the current plan as the baseline. The baseline acts as a snapshot of planned hours and amounts at a certain point in time and is useful for comparison purposes. You can have only one baseline version for any plan. When you select this option, the existing baseline plan is replaced with the current plan. After you save the initial baseline, this action is available only if the plan is checked out to you, the date of the current baseline is earlier than the date of the current version of the plan, and your security role is allowed to change the baseline. While saving a baseline preserves its planned hours, unit quantity, and amounts, the WBS of the baseline may change. `Vantagepoint` automatically keeps the current plan WBS and the baseline plan WBS the same. When you make any change to the WBS of the current plan, a corresponding change is automatically made to the baseline WBS. For some WBS changes, `Vantagepoint` may also automatically move labor and unit plan assignments so that all planned hours, amounts, and quantities in the baseline are assigned to lowest-level WBS elements. Expenses and consultants are assigned to the selected Planning Level for each in the Plan Settings dialog box.
Publish	Select this action to publish the plan and baseline. This action is available if the plan contains changes that have not yet been published. When you publish the plan, the previously unpublished changes become part of the current plan version, and the plan and baseline are marked as published. A plan must be published if you want to update it in Resource View or Project View in Resource Management or view the latest version in reports. `Vantagepoint` will also ask you if you want to publish a plan if you have it checked out, it contains unpublished changes, and you navigate away from the project without first selecting this action (for example, if you select another project or select a `Vantagepoint` application outside of the Projects hub).

Other Actions

Click Other Actions to display a menu of these less commonly used actions. Actions that update plans are not available until you have checked out the plan.

Field	Description
Add/Edit Labor Codes	If you want to enter planning data for a project at the labor code level, select this option to display the Add/Edit Labor Codes dialog box and add labor codes to the plan WBS or make changes to remove previously added labor codes. Adding labor codes to the plan WBS provides an additional level below the project WBS for more detailed planning. This option is available only if `Vantagepoint` is set up to use labor codes and if at least one labor code level is selected for the plan on the Labor Codes tab of the Plan Settings dialog box. If the plan is not already checked out to you, this action automatically checks it out. If the plan has a saved baseline, corresponding labor code changes are also made to the baseline WBS.
Add Touchpoint	Select this option to add a touchpoint (a simple activity such as a meeting or a phone call) for the currently displayed record.
Create New Proposal	Select this option to display the New Proposal dialog box and begin adding a proposal for the project. Enter the proposal's general information, including name, number, project, due date, and other details.
Revert	Select this action to discard unpublished changes and return to the most recently published version of the plan and its baseline plan. This action is available if the plan contains changes that have not yet been published, whether or not those changes have been checked in.
Delete Plan Assignments	Select this action to remove all of the plan's assignments for labor resources, expense types, consultant types, and units, remove all planned hours, amounts, and quantities, and remove the baseline, leaving the project with an empty plan. However, assignments that have actual job-to-date (JTD) hours, amounts, or quantities are not removed, though their planned hours, amounts, or quantities are. If the plan has a baseline and you do not have access rights to change the baseline, this action is not available.
Plan Settings	Select this action to display the Plan Settings dialog box and specify the budget type, the cost and billing rate methods, tables, and multipliers, and other settings to use for the currently selected plan. If the plan is not already checked out to you, this action automatically checks it out.
Check In Plans	Select this action to display the Check In Plans dialog box and check in one or more of the plans that are currently checked out. You can check in the plans that are checked out to you, and if your security role is an Administrator role, you can also check in plans that are checked out to others. When you check out a plan, it is not available to others to edit until it is checked back in. `Vantagepoint` automatically checks in plans when you select a different project, leave the Projects hub, log out of `Vantagepoint`, navigate to a different URL, use the browser's Refresh option, or close the browser. However, there may be situations in which you must use this action to manually check in plans.
Project Settings	Select this option to display the Project Settings dialog box. On that dialog box, you can select display options for the project search results list and the project structure.
Export Gantt	Select this option to display the Export Gantt Chart dialog box and select export format options. This option is available when you select the Schedule tab. If Show Critical Path is on, the red critical path is displayed in the exported file.
Print	Select this option to display the Print Options menu. Depending on which option you select, `Vantagepoint` displays either the Reporting dialog box or the search dialog box. You can then specify the record or record selection to be included in the report before generating and printing the report. See Select a Print Option to Print Records for a Report for more information.