Grid Configuration and Planning

Project Planning uses Planning, Summary, and Accordion Calendar grids to provide detailed information about each level of the plan. When you create a new plan, these grids display Vision's default settings.

• A planning grid displays on the lower left side of the Labor, Expenses, and Consultants tabs. This grid presents data for each element in your work breakdown structure. To select the columns displayed on a planning grid, select the columns on the corresponding tab for the Planning Grid Configuration dialog box.

• The summary grids display on the Summary tab. These grids present data for the Compensation, Billing, Cost, Multiplier, and Revenue data for your plans. To select the columns and rows displayed on the summary grids, select the corresponding tab for the Summary Configuration dialog box.

• An accordion calendar grid displays on the lower right side of the Labor, Expenses, and Consultants tabs. This grid presents different views of data for a time period that you specify. To select the detail displayed on the accordion calendar grid, select one, two, or three rows from the corresponding tab on the Planning Grid Configuration dialog box.

The Estimate to Complete and Job to Date dates are critical settings on the various planning and summary grids. Use the Estimate to Complete and Job to Date Date Basis dialog box to specify how your Estimate to Complete and Job to Date numbers are calculated. The method that Vision uses to retrieve plan data is critical for database performance.