Assign and Budget Units

Use the Units tab to assign units at the lowest level of the plan's work breakdown structure.

To assign units, complete the following steps:

1. From the Vision Navigation menu, click Planning > Project Planning.
2. Open a plan record.
3. Click the Units tab.
4. On the Units Planning grid, select the element for which you are adding units.
5. Click Insert.

   Vision inserts a new grid line.

6. Click Search.
7. On the Unit lookup, select the unit record.
8. In the Account field on the Unit Planning grid, select an account.
9. In the Planned Cost or Planned Bill fields on the Accordion Calendar grid, enter the estimated unit expense amount for the element.

   The planned costs for WBS elements with "children" are read-only because those values are summarized from the lower-level elements.

10. Repeat steps as necessary to budget all units for the plan.

    You can also copy and paste existing rows.

11. Click Save.