You can configure Vision Planning's system-wide and plan-specific functions to match your business requirements. The system-wide functions impact all Planning users, while the plan-specific functions are tailored to each user.
The system-wide functions that impact all plans include:
- Numbering options and alert options, specified in General Configuration.
- Security options to control user access to general, rate, and analysis information, as well as labor cost rates and amounts, in Planning. These options and settings are found in Security Configuration.
- Default options, settings, and tabs that display for all Planning and Resource Management users. These options and settings are found in Planning Configuration. You must complete this function before you can configure the Planning grids on a plan-by-plan basis.
Plan-specific functions focus on how information is presented in the Planning grids and Work Breakdown Structure, which enable you to create views that are beneficial for you.
- Use Planning Grid Configuration to change the default settings for the current plan's Planning and Summary grids. These options are not system-wide; you may select a different configuration for each plan you create.
- Use the Estimate to Complete and Job to Date basis dialog boxes to specify how your Estimate to Complete and Job to Date numbers are calculated.
- Use the User Defined Tabs dialog boxes to specify custom tabs, fields, and grids in your plans.
- Use the Plan Retrieval Mode dialog box to specify which plan information is retrieved from the Vision database. When you minimize the amount of data that you retrieve, Vision retrieves information from the database more quickly.