General Settings

Use the General tab on the Plan Settings dialog box to specify the budget type and calendar scale for a plan.

Location

To display the General tab of the Plan Settings dialog box, complete the following steps:

1. Select a project that has an iAccess plan.
2. Click Plan Settings in the upper-right corner of the workspace.

   The Plan Settings option does not display if the project does not have a plan, the plan is a Vision plan, or if you do not have appropriate access rights.

   When you click Plan Settings, iAccess automatically checks out the plan if you have appropriate access rights and no one else has the plan checked out.
3. If it is not already displayed, click the General tab.

Contents

Field	Description
BUDGET TYPE	Select an option in this field to indicate how you want to plan your project — using cost amounts, billing amounts, or a combination of the two. The ability to specify the budget type allows you to compare planned amounts to the JTD labor, expense, and consultant amounts and analyze how your plan is progressing. When selecting the budget type, consider the type of plan you are using: New plan: If you have the appropriate access rights, the Budget Type field automatically displays the default that is specified in Vision (Configuration > Planning > Plan Settings). Existing plan: If you have the appropriate access rights, you can update an existing project's budget type. Note: If you are viewing a project that does not have a plan, you cannot specify plan settings in iAccess. See the View a Project Without a Plan online help topic for more information. Choose from the following budget types for your plan: Cost: Select Cost to view your plan's amounts at cost. The charts and grids and their respective amounts update accordingly. You can also select a corresponding cost rate method and cost rate table on the Labor tab of the Plan Settings dialog box. Settings on the Accounting tab on the Roles form (Configuration > Security > Roles) determines your access rights to labor costs rates and amounts in iAccess. When you select the Cost option, some information may not display because of your security access. Selecting the Cost option disables the billing rates fields on the other tabs of the Plan Settings dialog box. Billing: Select billing to view your plan's amounts at billing rates. The charts and grids and their respective amounts update accordingly. Running a plan at billing rates can be useful for discussions with the client about the progress and outcomes of the project. This option is available if billing rates are enabled in Vision. You can also specify a corresponding rate method and rate table on the Labor tab of the Plan Settings dialog box. Selecting the Billing option disables the Overhead % field on the Labor tab of the Plan Settings dialog box. Cost and Billing: Select this option to enable both cost and billing rates for the plan. You can also specify the corresponding rate methods and tables on the Labor tab of the Plan Settings dialog box. When you select Cost and Billing as the budget type, iAccess includes Cost and Billing options on the Planning pages. Use these options to switch between viewing cost amounts and billing amounts on the Planning charts and grids.
CALENDAR SCALE	Select the calendar periods over which you want to spread planned labor. If you later change the scale, any existing planned hours are re-spread across the new periods.