Planning Configuration Settings and Planning

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.

Related Topics:

  • Planning Alerts
    You can create alerts to inform you of events or tasks that require attention. Vision delivers alerts to your Vision dashboard or through email messages. You establish the alerts in General Configuration.
  • Numbering Options and Planning
    The Numbering options in General Configuration establish the structure of the numbering options that are available on the Planning Grid Configuration and the Default WBS Mapping dialog boxes. These two dialog boxes determine your overall project, phase, and task structure.
  • Security Configuration and Planning
    Use Security Configuration to control user access to certain information in Planning.
  • 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.
  • Custom Tabs and Fields in Planning
    You can customize the tabs, fields, and grids that display in Planning.
  • Accordion Grid Example
    This example compares actual costs to planned costs. It uses weekly numbers through the end of September, and monthly costs after September.
  • Procedures
    You complete some configuration tasks in the Project Planning application, rather than in Configuration.
  • Screens
    In addition to options on the Project Planning toolbar, you use the Accordion Calendar Format dialog box to configure Planning.
Parent Topic: Planning Overview