Units Tab of the Plan Form
Use the Units tab on the Plan form to assign units to work breakdown structure (WBS) elements and to enter planned quantities for those unit assignments. As you enter unit quantities, the planning grid automatically updates totals and other summary values for the individual unit assignment and for each WBS element above the assignment in the plan structure.
- The Resource Planning module is activated.
- In , Unit Planning is enabled for the project's company.
- Your security role gives you access to the Units tab.
Note that changes you make to a plan are saved automatically. However, until you publish the plan, you can click on the Actions bar to discard all unpublished changes and restore the plan to its most recent published version.
In the upper-right corner of the Plan form, the Show field indicates whether the amounts in the middle grid section are displayed at cost or at billing. You can switch between Cost and Billing if both budget types are selected for the project plan on the General tab of the Plan Settings dialog box (). Your selection in this field does not affect what you see in the calendar period columns.
- If the project is in a single currency database, the amounts that display on this tab, at either cost or billing, are in the same currency.
- If the project is in a multicurrency database, the currency in use is indicated next to Cost or Billing in the Show field. The project currency is always used when you view the amounts at cost. The Use Billing (Not Project) Currency for Reporting option in determines whether or not the amounts change when you view the plan at billing. If the option is set to Yes, the amounts display in the billing currency. Otherwise, amounts continue to display in the project currency when you view the plan at either cost or billing.
Use the Units tab on the Plan Settings dialog box to specify the billing multiplier for units and to recalculate the planned unit cost or billing amounts with the current cost or billing rates in the unit table.
Contents: Above the Grid
| Field | Description |
|---|---|
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If the plan date range includes more than 30 calendar periods, based on your selection in
Scale, you must use this date range selector to display some of those periods. Click
For example, if you click
If 30 or fewer calendar periods exist in the plan date range, you can view all of them by scrolling the grid horizontally, so the date range selector does not display on the toolbar. If WBS elements or assignments have actual and/or baseline data entered outside of the plan date range and you set to display actual and/or baseline sub-rows using the Sub-Row Selection dialog box ( |
|
Click this icon to display the following options:
The columns and sub-rows that you can choose to display on the Units tab are determined by the selections of your system administrator in . |
or
in the date range selector to load earlier or later sets of calendar periods. (You can also click the earliest or latest date in the date range selector to load a new set of periods.)
Contents: Left Grid Section
This section displays the elements in the plan WBS. You can assign units at each lowest-level element in a given branch of the plan WBS.
To change the width of the left grid section, position your cursor over the dividing line between the left grid section and the middle grid section and then drag the line.
| Field | Description |
|---|---|
| Level/Unit Name |
This column displays the WBS elements and, for each lowest-level element, the currently assigned units. Use the arrows to expand and collapse the plan levels. To add unit assignments, check out the plan, hover over the WBS row for the lowest-level WBS element, and do either of the following:
In addition to unit assignments that you add yourself, the planning grid may also include assignments for units with no planned quantities but with JTD quantities charged to a lowest-level plan element. In most cases, Vantagepoint creates those assignments automatically when you display the plan. However, if the Add JTD Assignments option displays on the Actions bar, that indicates that some JTD assignments were not added because another user had the plan checked out. In that case, you can click Add JTD Assignments to update the plan with the missing assignments. In each row, click the hyperlink to display quick information about a WBS element or unit assignment. Some unit assignments may display information on override rates. Override rates represent the unit table cost and/or bill rates saved on the unit assignment row at the time it was added, which are different from the current rates on the unit table assigned to the row. To replace override rates with the current rates in the unit table, select the Recalculate Planned Cost or Recalculate Planned Billing checkbox on the Units tab of the Plan Settings dialog box (). By default, only names display for WBS elements, but you have the option to display numbers along with the names. Click
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Click this icon to display brief descriptions of all the columns that you can select for the middle section of the grid. The columns displayed here depend on whether Cost or Billing is selected in the upper-right corner of the form. |
| Show Less and Show More |
Use these links at the top of the Level/Unit Name column to hide or show the columns you have selected for display in the middle section of the grid. Hiding those columns provides space to display more calendar period columns. If the columns are visible, click Show Less to hide them. The link then changes to Show More. Click that link to display the columns again. You can pin individual columns if you want them to display even when you click
Show Less. To do that, click
|
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To add unit assignments for a WBS element, check out the plan, hover over the WBS row, and click
in the
Level/Unit Name field to display the Units Lookup and the Add Units dialog boxes to select the units.
If
|
displays in this field, the WBS element is dormant. You cannot add new assignments for dormant elements or any elements under it in the plan, but you can edit, delete, reassign, or reschedule existing assignments.)
and
for those columns on the Column Settings dialog box.
Contents: Middle Grid Section - Billing View Columns
Click
> Column Settings to select the columns that you want to display in this section of the grid in Billing View. You may be able to select any of the columns described below, or you may have only a subset of them available to you, depending on the settings selected on the Grids form ().
If you use multiple currencies and the project is set up to use a billing currency that is different from the project currency, the Use Billing (Not Project) Currency for Reporting option in determines whether or not the amounts in Billing View display in the billing currency. Otherwise, the amounts are displayed in the project currency.
The JTD date in this grid is defined by the Job-to-Date (JTD) Through setting in . The setting determines the date for calculating the unit JTD (posted transactions) and then uses the next day and beyond to calculate the estimate-to-complete (ETC) date.
As you make entries in calendar period columns, columns in this middle section of the grid that contain calculated values based on the calendar period entries, such as planned billing amounts, are not updated immediately. Instead, Vantagepoint displays those values with a strikethrough to indicate that they are no longer current. When you move to another grid row or, with a few exceptions, otherwise move off the current row, all grid cells with out-of-date values are automatically recalculated, and the strikethrough is removed.
| Field | Description |
|---|---|
| Account | For a unit row, this column displays the account associated with the unit when it was added to the plan or when it was reassigned.
For a WBS row, this column is blank. |
| Account Type | For a unit row, this column displays the account type (for example, Direct or Reimbursable Expense) of the account associated with the unit when it was added to the plan or when it was reassigned.
For a WBS row, this column is blank. |
| Assignment Start | For a unit row, this column displays the start date for that unit's assignment. You can change this date for a unit row.
For a WBS row, this column displays the start date for the earliest unit assignment for that WBS element. If you change this date or click
If you change this date in a way that places any part of the assignment date range outside of the plan date range for the parent WBS element, Vantagepoint notifies you that it will also adjust the plan dates to include the complete assignment date range. |
| Assignment End | For a unit row, this column displays the end date for that unit's assignment. You can change this date for a unit row.
For a WBS row, this column displays the end date for the latest unit assignment for that WBS element. If you change this date or click
If you change this date in a way that places any part of the assignment date range outside of the plan date range for the parent WBS element, Vantagepoint notifies you that it will also adjust the plan dates to include the complete assignment date range. |
| Baseline Billing | For a unit row, this column displays the total billing amount that is saved in the baseline.
For a WBS row, this column displays the sum of the unit assignment baseline billing amounts for that WBS element. The baseline acts as a snapshot of the plan at a certain point in time. To save a baseline, click Save Baseline on the Actions bar. You can have only one baseline version for any plan. Changes you make to the existing baseline overwrite the previous baseline data. You can change the baseline only if your role has appropriate access rights. |
| Baseline Quantity | For a unit row, this column displays the total quantity that is saved in the baseline.
For a WBS row, this column displays the sum of the unit assignment baseline quantities for that WBS element. The baseline acts as a snapshot of the plan at a certain point in time. To save a baseline, click Save Baseline on the Actions bar. You can have only one baseline version for any plan. Changes you make to the existing baseline overwrite the previous baseline data. You can change the baseline only if your role has appropriate access rights. |
| Calculated % Complete Billing | For a unit row, this column displays the percent complete based on billing amounts as of the JTD date.
For a WBS row, this column displays the overall percent complete for that WBS element's unit assignments based on billing amounts, as of the JTD date. Calculation: (JTD billing amount / EAC billing amount) x 100 |
| Contract | For a WBS row, this column displays the sum of all the unit contract amounts on the Contract tab of the Plan form for that WBS element.
For a unit row, this column is blank. |
| Contract Less EAC Billing |
For a WBS row, this column displays the difference between the unit contract amount and the overall estimate-at-completion (EAC) billing amount for that WBS element's unit assignments as of the JTD date. Negative amounts display in red. Calculation: Unit contract amount - EAC billing amount For a unit row, this column is blank. |
| Contract Less JTD Billing |
For a WBS row, this column displays the difference between the unit contract amount and the sum of the units billing amount for posted transactions as of the JTD date for that WBS element. Negative amounts display in red. Calculation: Unit contract amount - JTD billing amount For a unit row, this column is blank. |
| EAC Billing | For a unit row, this column displays the estimate-at-completion (EAC) billing amount.
For a WBS row, this column displays the sum of the EAC amounts for that WBS element's unit assignments. Calculation: JTD billing amount as of the JTD date + ETC billing amount from the day after the JTD date forward |
| EAC Quantity | For a unit row, this column displays the EAC quantity through the JTD date.
For a WBS row, this column displays the sum of the EAC quantities for that WBS element's unit assignments. Calculation: JTD quantity as of the JTD date + ETC quantity from the day after JTD date forward |
| ETC Billing | For a unit row, this column displays the estimate-to-complete (ETC) billing amount. This is the planned amount remaining for that assignment from the day after the JTD date through the end of the assignment.
For a WBS row, this column displays the sum of the ETC billing amounts for that WBS element's unit assignments. |
| ETC Quantity | For a unit row, this column displays the total ETC quantity for that unit assignment. This is the planned quantity remaining for that assignment from the day after the JTD date through the end of the assignment.
For a WBS row, this column displays the sum of ETC quantities for that WBS element's unit assignments. You can enter a quantity in this column for individual unit assignments. When you enter a quantity,
Vantagepoint allocates the quantity to the future calendar periods for that unit assignment. Display the Planned Quantity sub-row (
The quantities that display in the calendar periods depend on your selection in Scale. If you later change the scale of the calendar period (for example, from Weeks to Months), Vantagepoint reallocates the quantity for the new scale. If the assignment date range for the unit assignment includes no more work days that are later than the JTD date, you cannot enter a quantity in this field. Because units can have different types of quantities (for example, a unit can cover the hours for a two-person survey crew and the use of equipment at a specified bill rate per hour on a project), you cannot enter aggregate planned quantities for WBS elements and have Vantagepoint allocate them to lower-level WBS elements and to individual unit assignments. |
| Has Predecessor | This column displays a checkmark if the WBS level has at least one predecessor. |
| Has Successor | This column displays a checkmark if the WBS level has at least one successor. |
| JTD <JTD Date> Billing | For a unit row, this column displays the posted billing amounts through the JTD date. The JTD date displays as part of the column heading.
For a WBS row, this column displays the sum of the JTD billing amounts for that WBS element's unit assignments. If this amount for either a WBS element or unit exceeds the planned amount, a red arrow displays next to the amount to call your attention to it. Calculation: Sum of JTD posted amounts, at billing |
| JTD <JTD Date> Quantity | For a unit row, this column displays the unit quantity on posted transactions through the JTD date. The JTD date displays as part of the column heading.
For a WBS row, this column displays the sum of the JTD quantities for that WBS element's unit assignments. If this quantity for either a WBS element or a unit exceeds the planned quantity, a red arrow displays next to the quantity to call your attention to it. Calculation: Sum of JTD posted unit quantities |
| Notes | If the
 icon displays in this column for a WBS element, click that icon to review or edit the existing notes for that element.
If the
A note entered on this tab is also available in the Notes column on all the other planning tabs on the Plan form. The plan notes for a WBS element are also displayed in an info bubble, along with other information for that element, when you click on the WBS element in any of the planning grids in the Projects hub or in Resource Management. This option is not available for assignment rows. |
| Organization | If Vantagepoint is set up to use organizations, this column displays the organization with which each WBS element is associated. For an assignment row, this column is blank. |
| Plan Start | For a WBS row, this column displays the plan start date for that WBS element. For an assignment row, this column is blank.
Vantagepoint provides default plan dates when it creates the plan initially (for more information, see Default Plan Dates for New Projects). Review those default dates and change any that are not correct. When you enter a plan date on this tab, the corresponding plan dates on the other planning tabs are also updated. If you change this date or click
If you select a date that is earlier than the plan start date for any higher-level WBS elements in the same branch, those plan start dates are adjusted accordingly. When you change plan dates, Vantagepoint checks for established schedule dependencies and notifies you when adjustments to plan dates impact these relationships. |
| Plan End | For a WBS row, this column displays the plan end date for the WBS element. For an assignment row, this column is blank.
Vantagepoint provides default plan dates when it creates the plan initially (for more information, see Default Plan Dates for New Projects). Review those default dates and change any that are not correct. When you enter a plan date on this tab, the corresponding plan dates on the other planning tabs are also updated. If you change this date or click
If you select a date that is later than the plan end date for any higher-level WBS elements in the same branch, those plan end dates are adjusted accordingly. When you change plan dates, Vantagepoint checks for established schedule dependencies and notifies you when adjustments to plan dates impact these relationships. |
| Planned Billing |
For a unit row, this column displays the planned billing amount for the assignment's planned unit quantities (past and ETC). Calculation for a unit row: (Planned unit quantity x Unit billing rate) x Unit billing multiplier For a WBS row, this column displays the sum of planned billing amounts for that WBS element's unit assignments. If this amount does not match the contract amount for the WBS element, a blue arrow displays next to the quantity to call your attention to it. Calculation for a WBS row: Sum of planned billing amounts on each unit row |
| Planned Less EAC Billing |
For a unit row, this column displays the difference, at billing, between the planned amount and the EAC amount as of the JTD date. For a WBS row, this column displays the difference between the sum of the planned billing amounts and the sum of the EAC billing amounts for that WBS element's unit assignments. Calculation: Planned billing amount - EAC billing amount |
| Planned Less EAC Quantity | For a unit row, this column displays the difference between the planned quantity and the EAC quantity as of the JTD date.
For a WBS row, this column displays the difference between the sum of the planned quantities and the sum of the EAC quantities for that WBS element's unit assignments. Calculation: Planned quantity - EAC quantity |
| Planned Less JTD Billing |
For a unit row, this column displays the difference, at billing, between the planned amount and the JTD amount. For a WBS row, this column displays the difference between the sum of the planned billing amounts and the sum of the JTD billing amounts for that WBS element's unit assignments. Calculation: Planned billing amount - JTD billing amount |
| Planned Less JTD Quantity | For a unit row, this column displays the difference between the planned quantity and the JTD quantity.
For a WBS row, this column displays the difference between the sum of the planned quantities and the sum of the JTD quantities for that WBS element's unit assignments. Calculation: Planned quantity - JTD quantity |
| Planned Quantity | For a unit row, this column displays the total planned quantity (past and ETC).
For a WBS row, this column displays the sum of planned quantities for that WBS element's unit assignments. |
| Project Manager | This column displays the project manager for the WBS element. |
| Status | This column displays the status of the WBS and unit rows:
 (Active),
 (Inactive), and
 (Dormant).
|
| Unit Number | For a unit row, this column displays the unit number.
For a WBS row, this column is blank. |
| Unit Table | For a unit row, this column displays the unit table that applies to the unit assignment.
For a WBS row, this column is blank. |
to add a note for that element.
Contents: Middle Grid Section - Cost View Columns
Click
> Column Settings to select the columns you want to display in this section of the grid in Cost View. You may be able to select any of the columns described below, or you may only have a subset of them available to you, depending on the settings selected on the Grids form ().
If you use multiple currencies and the project is set up to use a billing currency that is different than the project currency, the amounts in the Cost View always display in the project currency.
The JTD date in this grid is defined by the Job-to-Date (JTD) Through setting in . The setting determines the date for calculating the unit JTD (posted transactions) and then uses the next day and beyond to calculate the estimate-to-complete (ETC) date.
As you make entries in calendar period columns, columns in this middle section of the grid that contain calculated values based on the calendar period entries, such as planned cost amounts, are not updated immediately. Instead, Vantagepoint displays those values with a strikethrough to indicate that they are no longer current. When you move to another grid row or, with a few exceptions, otherwise move off the current row, all grid cells with out-of-date values are automatically recalculated, and the strikethrough is removed.
| Field | Description |
|---|---|
| Account | For a unit row, this column displays the account associated with the unit when it was added to the plan or when it was reassigned.
For a WBS row, this column is blank. |
| Account Type | For a unit row, this column displays the account type (for example, Direct or Reimbursable Expense) of the account associated with the unit when it was added to the plan or when it was reassigned.
For a WBS row, this column is blank. |
| Assignment Start | For a unit row, this column displays the start date for that unit's assignment. You can change this date for a unit row.
For a WBS row, this column displays the start date for the earliest unit assignment for that WBS element. If you change this date or click
If you change this date in a way that places any part of the assignment date range outside of the plan date range for the parent WBS element, Vantagepoint notifies you that it will also adjust the plan dates to include the complete assignment date range. |
| Assignment End | For a unit row, this column displays the end date for that unit's assignment. You can change this date for a unit row.
For a WBS row, this column displays the end date for the latest unit assignment for that WBS element. If you change this date or click
If you change this date in a way that places any part of the assignment date range outside of the plan date range for the parent WBS element, Vantagepoint notifies you that it will also adjust the plan dates to include the complete assignment date range. |
| Baseline Cost | For a unit row, this column displays the total cost amount that is saved in the baseline.
For a WBS row, this column displays the sum of the unit assignment baseline cost amounts for that WBS element. The baseline acts as a snapshot of the plan at a certain point in time. To save a baseline, click Save Baseline on the Actions bar. You can have only one baseline version for any plan. Changes you make to the existing baseline overwrite the previous baseline data. You can change the baseline only if your role has appropriate access rights. |
| Baseline Quantity | For a unit row, this column displays the total quantity that is saved in the baseline.
For a WBS row, this column displays the sum of the unit assignment baseline quantities for that WBS element. The baseline acts as a snapshot of the plan at a certain point in time. To save a baseline, click Save Baseline on the Actions bar. You can have only one baseline version for any plan. Changes you make to the existing baseline overwrite the previous baseline data. You can change the baseline only if your role has appropriate access rights. |
| Calculated % Complete Cost | For a unit row, this column displays the percent complete based on cost amounts as of the JTD date.
For a WBS row, this column displays the overall percent complete for that WBS element's unit assignments based on cost amounts, as of the JTD date. Calculation: (JTD cost amount / EAC cost amount) x 100 |
| Contract | For a WBS row, this column displays the sum of all the unit contract amounts on the Contract tab of the Plan form for that WBS element.
For a unit row, this column is blank. |
| Contract Less EAC Cost |
For a WBS row, this column displays the difference between the unit contract amount and the overall estimate-at-completion (EAC) cost amount for that WBS element's unit assignments as of the JTD date. Negative amounts display in red. Calculation: Unit contract amount - EAC cost amount For a unit row, this column is blank. |
| Contract Less JTD Cost |
For a WBS row, this column displays the difference between the unit contract amount and the sum of the units cost amount for posted transactions as of the JTD date for that WBS element. Negative amounts display in red. Calculation: Unit contract amount - JTD cost amount For a unit row, this column is blank. |
| EAC Cost | For a unit row, this column displays the estimate-at-completion (EAC) cost amount.
For a WBS row, this column displays the sum of the EAC cost amounts for that WBS element's unit assignments. Calculation: JTD cost amount as of the JTD date + ETC cost amount from the day after the JTD date forward |
| EAC Quantity | For a unit row, this column displays the EAC quantity through the JTD date.
For a WBS row, this column displays the sum of the EAC quantities for that WBS element's unit assignments. Calculation: JTD quantity as of the JTD date + ETC quantity from the day after JTD date forward |
| ETC Cost | For a unit row, this column displays the estimate-to-complete (ETC) cost amount. This is the planned amount remaining for that assignment from the day after the JTD date through the end of the plan.
For a WBS row, this column displays the sum of the ETC cost amounts for that WBS element's unit assignments. |
| ETC Quantity | For a unit row, this column displays the total ETC quantity for that unit assignment. This is the planned quantity remaining for that assignment from the day after the JTD date through the end of the assignment.
For a WBS row, this column displays the sum of ETC quantities for that WBS element's unit assignments. You can enter a quantity in this column for individual unit assignments. When you enter a quantity,
Vantagepoint allocates the quantity to the future calendar periods for that unit assignment. Display the Planned Quantity sub-row (
The quantities that display in the calendar periods depend on your selection in Scale. If you later change the scale of the calendar period (for example, from Weeks to Months), Vantagepoint reallocates the quantity for the new scale. If the assignment date range for the unit assignment includes no more work days that are later than the JTD date, you cannot enter a quantity in this field. Because units can have different types of quantities (for example, a unit can cover the hours for a two-person survey crew and the use of equipment at a specified bill rate per hour on a project), you cannot enter aggregate planned quantities for WBS elements and have Vantagepoint allocate them to lower-level WBS elements and to individual unit assignments. |
| JTD <JTD Date> Cost | For a unit row, this column displays the posted cost amounts through the JTD date. The JTD date displays as part of the column heading.
For a WBS row, this column displays the sum of JTD cost amounts for that WBS element's unit assignments. If this amount for either a WBS element or a unit assignment exceeds the planned amount, a red arrow displays next to the amount to call your attention to it. Calculation: Sum of JTD posted amounts, at cost |
| JTD <JTD Date> Quantity | For a unit row, this column displays the unit quantity on posted transactions through the JTD date. The JTD date displays as part of the column heading.
For a WBS row, this column displays the sum of the JTD quantities for that WBS element's unit assignments. If this quantity for either a WBS element or a unit exceeds the planned quantity, a red arrow displays next to the quantity to call your attention to it. Calculation: Sum of JTD posted unit quantities |
| Notes | If the
icon displays in this column for a WBS element, click that icon to review or edit the existing notes for that element.
If the
A note entered on this tab is also available in the Notes column on all the other planning tabs on the Plan form. The plan notes for a WBS element are also displayed in an info bubble, along with other information for that element, when you click on the WBS element in any of the planning grids in the Projects hub or in Resource Management. This option is not available for assignment rows. |
| Organization | If Vantagepoint is set up to use organizations, this column displays the organization with which each WBS element is associated. For an assignment row, this column is blank. |
| Plan Start | For a WBS row, this column displays the plan start date for that WBS element. For an assignment row, this column is blank.
Vantagepoint provides default plan dates when it creates the plan initially (for more information, see Default Plan Dates for New Projects). Review those default dates and change any that are not correct. When you enter a plan date on this tab, the corresponding plan dates on the other planning tabs are also updated. If you change this date or click
If you select a date that is earlier than the plan start date for any higher-level WBS elements in the same branch, those plan start dates are adjusted accordingly. When you change plan dates, Vantagepoint checks for established schedule dependencies and notifies you when adjustments to plan dates impact these relationships. |
| Plan End | For a WBS row, this column displays the plan end date for the WBS element. For an assignment row, this column is blank.
Vantagepoint provides default plan dates when it creates the plan initially (for more information, see Default Plan Dates for New Projects). Review those default dates and change any that are not correct. When you enter a plan date on this tab, the corresponding plan dates on the other planning tabs are also updated. If you change this date or click
If you select a date that is later than the plan end date for any higher-level WBS elements in the same branch, those plan end dates are adjusted accordingly. When you change plan dates, Vantagepoint checks for established schedule dependencies and notifies you when adjustments to plan dates impact these relationships. |
| Planned Cost |
For a unit row, this column displays the planned cost amount for the assignment's planned unit quantities (past and ETC). Calculation for a unit row: Planned quantity x Unit cost rate For a WBS row, this column displays the sum of planned cost amounts for that WBS element's unit assignments. If this amount does not match the contract amount for the WBS element, a blue arrow displays next to the quantity to call your attention to it. Calculation for a WBS row: Sum of planned cost amounts on each unit row |
| Planned Less EAC Cost |
For a unit row, this column displays the difference, at cost, between the planned amount and the EAC amount as of the JTD date. For a WBS row, this column displays the difference between the sum of the planned cost amounts and the sum of the EAC cost amounts for that WBS element's unit assignments. Calculation: Planned cost amount - EAC cost amount |
| Planned Less EAC Quantity | For a unit row, this column displays the difference between the planned quantity and the EAC quantity as of the JTD date.
For a WBS row, this column displays the difference between the sum of the planned quantities and the sum of the EAC quantities for that WBS element's unit assignments. Calculation: Planned quantity - EAC quantity |
| Planned Less JTD Cost |
For a unit row, this column displays the difference, at cost, between the planned amount and the JTD amount. For a WBS row, this column displays the difference between the sum of the planned cost amounts and the sum of the JTD cost amounts for that WBS element's unit assignments. Calculation: Planned cost amount - JTD cost amount |
| Planned Less JTD Quantity | For a unit row, this column displays the difference between the planned quantity and the JTD quantity.
For a WBS row, this column displays the difference between the sum of the planned quantities and the sum of the JTD quantities for that WBS element's unit assignments. Calculation: Planned quantity - JTD quantity |
| Planned Quantity | For a unit row, this column displays the total planned quantity (past and ETC).
For a WBS row, this column displays the sum of planned quantities for that WBS element's unit assignments. |
| Project Manager | This column displays the project manager for the WBS element. |
| Status | This column displays the status of the WBS and unit rows:
(Active),
(Inactive), and
(Dormant).
|
| Unit Number | For a unit row, this column displays the unit number.
For a WBS row, this column is blank. |
| Unit Table | For a unit row, this column displays the unit table that applies to the unit assignment.
For a WBS row, this column is blank. |
Contents: Right Grid Section
The right grid section displays actual, baseline, and planned unit data by calendar period for the selected project. On the Sub-Row Selection dialog box ( > Sub-Row Selection), select at least one sub-row to display in this section of the grid.
| Field | Description |
|---|---|
| Calendar period columns |
Use the calendar period columns to view actual, baseline, and planned unit data. Your selection in Scale determines whether each calendar period column represents a day, week, or month. The number of calendar period columns depends on the scale you select and on the plan start and end dates. If you select to display actual and/or baseline sub-rows and there are corresponding values outside of the plan date range, additional calendar period columns display to represent those amounts. Use the arrows in the date range selector above the grid to load earlier or later sets of periods. Because quantities for a WBS row could represent a mix of different types of units, you can only enter quantities in unit rows. To enter planned quantities for the unit from the day after the JTD date through the end of the assignment, do any of the following:
You can enter quantities for calendar periods that are outside of the unit's current assignment date range, as long as the periods are still within the specified plan dates on the top WBS element row. In that case, Vantagepoint adjusts the assignment dates to include that calendar period. If that calendar period currently has a quantity for the unit assignment, the quantity you enter is allocated to days in proportion to each day's current quantity. If the calendar period has no quantity for the unit assignment, the quantity you enter is allocated equally to each work day in the calendar period. If you enter unit quantities in calendar periods before or after the current plan dates and there are schedule dependencies established between WBS elements in your project, Vantagepoint determines if the change affects the relationships and notifies you before updating the schedule. If a calendar period date range includes some dates that are on or before the JTD date and some dates that are after, you can enter ETC quantities for that calendar period. To do that, click the calendar period column on a unit row to display fields that show both the quantity for past days in the period and the current ETC quantity. You can enter or change the ETC quantity. The grid cell then displays the updated sum of the past quantity and ETC quantity. As you make entries in calendar period columns, columns in the middle section of the grid that contain calculated values based on the calendar period entries, such as planned cost and billing amounts, are not updated immediately. Instead, Vantagepoint displays those values with a strikethrough to indicate that they are no longer current. When you move to another grid row or, with a few exceptions, otherwise move off the current row, all grid cells with out-of-date values are automatically recalculated, and the strikethrough is removed. When Vantagepoint updates all values after you have entered changes to some calendar periods and moved off the row, you may see minor changes in the quantities for other calendar periods that you did not edit. This occurs when the scale at which you make your changes is smaller than the scale at which the quantities were previously saved (for example, if they were previously saved in monthly periods, and you change the quantity for a weekly period). That, in turn, can change the quantity to be allocated and/or the number of periods over which they are allocated, resulting in small differences for individual calendar periods. |
| Planned Quantity | For a WBS row, this sub-row displays a portion of the total planned quantity (past and ETC) for that WBS element's unit assignments in each calendar period.
For a unit row, this sub-row displays the planned quantity that is allocated to each calendar period. This is the only editable sub-row in the calendar section of the unit planning grid. You can enter planned quantities from the day after the JTD date through the end of the assignment or plan, if the plan end date is beyond the assignment end date. When you enter quantities up to the plan end date, Vantagepoint extends the assignment end date on the unit row and the plan end date on any higher-level WBS element in the same branch. |
| Planned Cost | For a WBS row, this sub-row displays a portion of the total planned cost amounts for that WBS element's unit assignments in each calendar period.
For a unit row, this sub-row displays the planned cost amount for that assignment's planned quantities (past and ETC) in each calendar period. You can display this sub-row regardless of the specified budget type for the plan. If you set the Budget Type option to Billing on the Plan Settings dialog box, this sub-row will not display any values. |
| Planned Billing | For a WBS row, this sub-row displays a portion of the total planned billing amount for that WBS element's unit assignments in each calendar period.
For a unit row, this sub-row displays the planned billing amount for that assignment's planned quantities (past and ETC) in each calendar period. You can display this sub-row regardless of the specified budget type for the plan. If you set the Budget Type option to Cost on the Plan Settings dialog box, this sub-row will not display any values. |
| Actual Quantity |
For a WBS or unit row, this sub-row displays the unit quantity on posted transactions through the JTD date in each calendar period. If you display this sub-row and there are actual and/or baseline values that are outside of the plan date range, Vantagepoint displays additional calendar period columns to represent those amounts. |
| Actual Cost |
For a WBS or unit row, this sub-row displays the posted cost amounts through the JTD date in each calendar period. If you display this sub-row and there are actual and/or baseline values that are outside of the plan date range, Vantagepoint displays additional calendar period columns to represent those amounts. You can display this sub-row regardless of the specified budget type for the plan. If you set the Budget Type option to Billing on the Plan Settings dialog box, this sub-row will not display any values. |
| Actual Billing |
For a WBS or unit row, this sub-row displays the posted billing amounts through the JTD date in each calendar period. If you display this sub-row and there are actual and/or baseline values that are outside of the plan date range, Vantagepoint displays additional calendar period columns to represent those amounts. You can display this sub-row regardless of the specified budget type for the plan. If you set the Budget Type option to Cost on the Plan Settings dialog box, this sub-row will not display any values. |
| Baseline Quantity |
For a WBS or unit row, this sub-row displays the quantity that is saved in the baseline in each calendar period. If you display this sub-row and there are actual and/or baseline values that are outside of the plan date range, Vantagepoint displays additional calendar period columns to represent those amounts. |
| Baseline Cost |
For a WBS or unit row, this sub-row displays the cost amount that is saved in the baseline in each calendar period. If you display this sub-row and there are actual and/or baseline values that are outside of the plan date range, Vantagepoint displays additional calendar period columns to represent those amounts. You can display this sub-row regardless of the specified budget type for the plan. If you set the Budget Type option to Billing on the Plan Settings dialog box, this sub-row will not display any values. |
| Baseline Billing |
For a WBS or unit row, this sub-row displays the billing amount that is saved in the baseline in each calendar period. If you display this sub-row and there are actual and/or baseline values that are outside of the plan date range, Vantagepoint displays additional calendar period columns to represent those amounts. You can display this sub-row regardless of the specified budget type for the plan. If you set the Budget Type option to Cost on the Plan Settings dialog box, this sub-row will not display any values. |
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This icon displays at the end of the row when you click or hover over a grid row. These actions are enabled when the plan is checked out. Click the icon to select one of these actions for that row:
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