Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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For more information:Searching Online Help

Resource Planning User Indicators

If the Resource Planning module is licensed based on named users, Vantagepoint identifies Resource Planning users, for licensing purposes, based on their access to a set of key components.

Each user whose security role provides access to one or more of the following key components counts as one user license in use for the Resource Planning module:

Component Type Name Navigation Path
Applications Revenue Forecast Hubs > Projects > Revenue Forecast
Resource View Resource Management > Resource View
Project View Resource Management > Project View
Resource Management Reporting Resource Management > Reporting
Planning Data Export Utilities > Imports & Exports > Planning Data Export
Individual Application Tabs 1 Schedule tab of Plan Hubs > Projects > Plan
Reports 2 Any Resource Planning report My Stuff > Reporting: Resource Planning reports
System Dashparts 3 Upcoming Generic Assignments Dashboards > My Dashboards > Dashboard containing this dashpart

You can also open a dashboard containing this system dashpart from the Personal or All Dashboards submenu under Dashboards if you have access to them.

1 If a role is explicitly given access to this tab on the Access Rights tab of the Roles form, either individually or by selecting the Full Access to All Tabs checkbox, you must remove that access setting if you want to exclude the role's users from the named user count for Resource Planning. Removing access to Hubs > Projects > Plan on the Overview tab of the Roles form is not sufficient if access to this tab is also granted on the Access Rights tab.
2 Access to reports is controlled through the Reports functional area on the Access Rights tab of the Roles form.

If a role is given access to any of these reports on the Access Rights tab, either individually or by selecting the Full Access to All Reports checkbox, you must remove those access settings if you want to exclude the role's users from the named user count for Resource Planning. Removing access to the Reporting menu option on the Overview tab of the Roles form is not sufficient if access to these reports is granted on the Access Rights tab.

3 In addition to role based licensing, sharing a dashboard with this system dashpart also takes up a license slot for each employee the dashboard was shared with. This applies if the employee's role did not have Resource Planning access rights.

Dashboard sharing is configured on the Share this Dashboard dialog box. Employees added to the Employees field can take up a license slot as described.