Toolbar of Project Planning

Use the toolbar to work with the plan that is currently displayed.

Your system administrator can create workflow alerts to trigger in specific situations. For example, when you save a plan, an alert could notify your manager, who would then approve the plan.

Contents

Field	Description
Save	Click this option to save the current version of your plan.
Save Baseline	Click this option to save the current version of the plan as the baseline version. The baseline acts as a snapshot of the plan at a certain point in time that you wish to save for comparison purposes. For example, you may want to compare baseline labor costs to actual labor costs on-screen or in a report. You can have just one baseline version for any plan. If you select Save Baseline for a plan that already has a baseline, the newer data overwrites the previous baseline data.
New	After you click this option, select one of the following: Select New Plan to open a new, blank plan record on the General tab. Select Copy Current Plan to make a copy of the plan currently open on the General tab. You can then save the copy under a new name and modify it as needed. Select Select Plan to Copy to open the Plan lookup, which you use to select a plan to copy. When you select a plan, Vision displays a copy of it on the General tab. You can then save the copy under a new name and modify it as needed. Select New Plan from Existing Project to open the Create Plan from Project dialog box, which you use to set options designed to control the type and amount of detail copied from an existing Project Info Center project record into a plan record on the General tab. Select New Plan from Existing Opportunity to open the Create Plan from Opportunity dialog box, which you use to select the opportunity that is copied from an existing Opportunity Info Center record into a plan record on the General tab.
Delete	Use caution when you delete a plan. Even if a plan is checked out to another user, Vision allows you to delete the plan from the database when you select one of these options. Delete Current Plan — Select this option to delete the current plan record. Select Plans to Delete — Select this option to select the plan records you want to delete.
Actions	After you click this option, select one of the following: Check In Plan — Select this option to check in the current plan to make it available for modification by other users. Convert iAccess Plan to Vision Plan — Select this option to change an iAccess plan to a Vision plan. The plan displays as read-only in Project Planning. You can check out the plan so that you can edit its data in Vision. Import Plan from MS Project — Select this option to import a Microsoft Project file into Planning. Export Plan to MS Project — Select this option to export a Vision plan to Microsoft Project. Create Project from Plan — Select this option to open the Create Project from Plan dialog box, which you use to set options designed to control the type and amount of detail copied from an existing plan into a new project record. Refresh Analysis Compensation — This option displays if Compensation Values by Row & Period is selected on the General tab of Planning Configuration. Select this option to copy the Compensation, Consultant Fee, and Reimbursable Allowance amounts from the Labor tab to the Cost Analysis and/or Billing Analysis tabs, and to recalculate the Profit and Variance Amount/Percent, Planned Multiplier, and Planned Ratio on the Cost and/or Billing Analysis tabs. When you save, the Planned Multiplier and Planned Ratio are recalculated using the Fee numbers from the Cost Analysis and/or Billing Analysis tabs, instead of summing up numbers from the Labor tab. Compare Compensation to Contracts — Use this option to compare the compensation amounts entered on the Cost Analysis and/or Billing Analysis tabs of Project Planning to the corresponding project contract entered on the Contract Management tab of the Project Info Center.
Options	After you click this option, select one of the following: Accordion Calendar Format — This option displays the Accordion Calendar Format dialog box, where you select the dates and scales to be used on the accordion calendar grids on the Labor, Expenses, and Consultants tabs of Project Planning. Default WBS Mapping — This option displays the Default WBS Mapping dialog box, where you set default plan levels for WBS elements. Configure Planning Grids — This option displays the Planning Grid Configuration dialog box. Your settings on this dialog box determine which columns display on the planning grids on the Labor, Expense, Consultant, and Unit tabs of Project Planning, and which rows display on the accordion calendar grids on the Labor, Expense, Consultant, and Unit tabs of Project Planning. Configure Summary Grids — This option displays the Summary Grid Configuration dialog box. Your settings on this dialog box determine which columns and rows display on the summary grids on the Summary tab of Project Planning. Estimate to Complete and Job-to-Date Date Basis — Use this option to configure how the Estimate to Complete and Job to Date dates are used when calculating these numbers for your plan. This setting is specific to your plans only. Plan Retrieval Mode — Use this option to select the mode for retrieving plan data. When the mode is changed, the change is only in effect for subsequent retrievals and does not affect the current plan. Collapse Start/End Dates Before Save — Use this option to collapse the start and finish dates on the grid rows automatically for the periods that contain planned data. The start and finish dates collapse before the plan is saved. When this option is on, Vision automatically changes the start and finish dates to match the minimum and maximum dates set on the top-level task row. If you are using task dependencies, this includes dependent task dates. See the Schedule tab of Project Planning for more information. Re-Spread Data When Re-Size Gantt Bar — Use this option to automatically re-spread the task's amounts evenly when you change a task's duration on the Schedule tab's interactive Gantt chart. This will also re-spread the task's hours and/or amounts on the Labor, Expenses, and Consultants Planning tabs. If this option is not selected, you will be prompted to confirm that you want to change the duration of a task that has time-phased data. Use caution when changing task dates and durations on these tabs, and when spreading data. Auto-Insert Resources — Select this option to set the default to automatically insert a project's resources and actuals into a plan. Resources may include employees, expenses, consultants, and/or units. Before you select this option, it is necessary to consider your plan's WBS structure and whether or not the project has a mapped plan. Automatically inserting resources and actuals may result in unexpected changes to your plan. For this reason, it is important to decide if you want to insert in the plan's existing structure or at the lowest matching level of the WBS. When you select this option, you can then select from the following to specify how resources are handled: Insert Missing WBS Levels, Resources, and Actuals — Select this option to insert the required WBS levels, map them, and then insert the resource. For consultant, expenses, and units resources, this also inserts the General Ledger account number and vendor. Insert Resources and Actuals at Lowest Matching WBS Level — Select this option to insert the resource and actuals at the lowest matching mapped level. For consultant, expenses, and units resources, this also inserts the General Ledger account number and vendor.
Print	After you click this option, select one of the following to display the Planning Report dialog box: Print Current Plan — You can print the current plan record. Print Active Group — You can print a group of project plan records retrieved by running a new or saved query. Select Plan to Print — You can select the plan that you want to print. Print Top Project — You can print the top project mapped to the plan. If your firm uses the Deltek First Vision Essentials cloud version of Vision, the Print option is not available. You can preview reports onscreen and then print the reports from the Preview window.
Help	Click this option to display the Vision Help system.