Screens

Use the screens in Project Planning to create and modify plans and, optionally, set dependencies between plan elements.

Related Topics:

  • Project Planning Form
    Use the Project Planning form to create or modify plans, or to work with top-down "what-if" scenarios.
  • Resource Search Dialog Box
    Use the Resource Search dialog box of Project Planning to assign named or generic resources, check an employee's schedule, or to check an employee's utilization.
  • Project Review Dialog Box
    Use the Project Review dialog box to view details for plan rows that are mapped to a project, phase, or task. For example, you might use Project Review to compare actuals to budgeted figures. You can also update overall percent complete figures through Project Review.
  • Calendar Dialog Box of the Schedule Tab
    Use the Calendar dialog box, available from the Schedule tab of the Project Planning form, to set the Start and Finish dates for your dependent tasks.
  • Dependencies Dialog Box
    Use the Dependencies dialog box to view the dependent predecessor or successor tasks for the current row on the Labor grid. This information is useful when you build task dependencies or before you change dates for one or more task rows.
  • Edit Dependencies Dialog Box
    Use the Edit Dependencies dialog box, available from the Schedule tab of the Project Planning form, to enter details for the dependency. The details that you specify include the predecessor tasks, relationship type for each task, and any lag or lead time.
  • ETC and JTD Date Basis Dialog Box
    You can configure how to use the Estimate to Complete (ETC) and Job to Date (JTD) dates when you calculate these numbers for your plan. This setting is specific to plans that contain your user name.
  • Accordion Calendar Format Dialog Box
    Use the Accordion Calendar Format dialog box to specify the time periods used on the calendar grids for the Labor, Expenses, Consultants, and Units tabs.
  • Default WBS Mapping Dialog Box
    Use the Default WBS Mapping dialog box to determine how data summarizes in your work breakdown structure.
  • JTD Charging Dialog Box
    Use the JTD Charging dialog box to view the Job to Date Hours, Cost (if you have access to see full cost rates), and Billing amounts for the task row.
  • Shift Planned Assignments Dialog Box
    Use this dialog box to enter the criteria for shifting assignments across Planning grids. You can shift data only on the current grid or, if you are on the Labor tab, you can select the Shift Data on all Tabs option to shift data on the Expenses, Consultants, and Units tabs as well.
  • Plan Retrieval Mode Dialog Box
    Use the Plan Retrieval Mode dialog box to select the method Vision should use to retrieve the plan data. When you minimize the amount of data retrieved, Vision pulls information from the database at a much faster pace.
  • Employees With JTD Who Are Missing From Plan Dialog Box
    An employee can have job-to-date (JTD) charges for a project but may not be assigned to the associated plan's Work Breakdown Structure (WBS). This results in a discrepancy because the employee is not listed as a resource in the plan's WBS even though the employee's JTD charges are included in the plan's totals.
Parent Topic: Project Planning Overview