View Data on the Planning Grid

The Planning grid lists the labor dates, billing, and resource information for the current project, and provides details about the work breakdown structure and schedule.

To review data on the Planning grid, complete the following steps:
  1. Select a project and click the Planning tab. The project's planned hours, multipliers, and resources display on the charts and grids. If you use Vision Multicurrency, the applicable currency code also displays.
  2. Select a project, phase, or task row from the Planning grid. The Planning charts update based on the row that is selected on the Planning grid. For example, when you select a phase row, the phases's JTD, ETC, contract, and other amounts automatically update on the charts. These updates occur each time that you select a grid row.
    Note: The grid contains horizontal and vertical scrollbars. Use these scrollbars to scroll through the grid rows and columns to view all of the project's details.
  3. Optional: To vertically expand the Planning grid view, click . To return to the normal view, click .