Header Fields for the Plan Form

Fields and options that display on the Plan form in the header area above the tabs are generally available regardless of the currently selected tab.

Contents

Descriptions of the other fields and options on this form are available in other Projects hub help topics.

Field	Description
Project search	Use the field next to the form title to search for and select an existing project to view or edit. If you are working in the Projects hub and you switch from one form in that hub to another, your search information is preserved, and the project you select remains selected. Click the filter drop-down arrow on the left side of the search field, and select one of the available search types. The project search types includes standard, legacy, personal (My Searches), and shared searches. Active: Select from a list of all active projects to which you have access. All: Select from a list of all projects to which you have access, regardless of project status. My Active: Select from a list of all active projects with which you are associated as a team member on the Team tab of the Projects form. The list includes a project if you are associated with it at any level of the work breakdown structure (WBS). Project Manager: Select from a list of all active projects for which you are the project manager at any level of the WBS. My Organization Level 1: Select from a list of active projects that are assigned, at any WBS level, to the same organization level 1 (the same company, for example) to which you are assigned in the Employees hub. This option is only available if Vantagepoint is set up to use organizations. My Organization: Select from a list of all active projects that are assigned at any WBS level to the full organization to which you are assigned in the Employees hub. This option is only available if Vantagepoint is set up to use organizations. My Draft Invoices: This search is available if your security role has access to Invoice Approvals. Select from a list of all active projects for which a submitted draft invoice exists that you are responsible for approving or rejecting. Legacy Searches: Select a search from this folder to display a list of projects based on a search from previous versions of the application or from legacy systems. Although you cannot modify a legacy search, you can build a new search based on a legacy search. Click the icon to display the Edit Search dialog box. Click Delete and Start Over to build a new search based on the legacy search. My Searches : Select a search from this folder to display a list of projects based on your personal search. Click the icon to display the Edit Search dialog box. You can then update your personal search for future use. Shared Searches: Select a search from this folder to display a list of projects shared with other team members and roles. Click the icon to display the Edit Search dialog box. You can then update the shared search for future use. SQL Where Clause Search: Select a search from this folder to display a list of projects based on SQL Where Clause query statements and advanced search settings. These complex searches locate records across multiple hubs, applications, or databases. You must have the appropriate security role access to use this advanced search functionality. If you share a SQL Where Search with a user who does not have the required security role access to SQL Where Clause searches, then the user can view and run the SQL Where Clause search, but they cannot edit it. + New Search: Select this link to create a new search for projects. Use both basic and advanced search features on the New Search dialog box to refine search criteria. Use the Advanced Settings feature to search by all available Projects hub grids and fields (including, standard and user-defined grid fields), based upon your field level security. The Add a Field drop-down includes all standard and user-defined grid fields associated with the hub or application. You can type part of the field name to find it or use the drop-down to locate the desired field. Fields in grids are organized under the grid name in bold. For example, when you select Projects, a list of all grid fields associated with Projects hub is displayed. For these searches, a project is considered active if the status of the project-level WBS element is Active. The project search list sort order option that you select on the My Preferences dialog box determines the order in which the projects display in the list: by name or by number. To change that setting, click on the main Vantagepoint toolbar. If warning conditions exist for any of the projects and Show Project Warning Indicators is selected on the Project Settings dialog box, a red or yellow warning indicator (, for example) displays next to them on the list. You can hover over or tap an indicator to display a description of the warning condition. For information about creating and using searches, see the Search Vantagepoint help topics.
x of x	Use these arrow icons to scroll through the records in the search results and display a different record to display on the form. The numbers indicate which record you are viewing out of the total number of records in the search results.
+ New Project	Click this option to create a new project. This option is available if your security role has the access rights required for adding records. When you add a new project, Vantagepoint also creates a plan for that project. Depending on how you add the project, you may have an option of copying an existing project plan. If not, Vantagepoint automatically creates a plan for the project using default settings, so you can immediately begin entering planning data.
	Click this icon next to the project name to display the Project Structure dialog box. If the project has a WBS with more than one level or it has a linked promotional project, the dialog box displays the levels and elements in the structure. You can then select another WBS element to display in the Projects hub, or you can edit the project structure. You can also select a WBS element for the linked promotional project, if one exists. If the project currently only has one level in the WBS and no linked promotional project, the Project Structure dialog box gives you options for adding WBS elements at lower levels. Click + Create a New Project Structure to add WBS elements individually using the Edit Project Structure form. To choose WBS elements from a project template, select the template in Use a Project Template and click Use Template. By default, the Project Structure dialog box displays immediately below this icon, and when you select a WBS element, it closes. However, if you are working in the Projects hub and you want the dialog box to remain open after you make a selection so it is readily available for navigating to other WBS elements, drag the dialog box to a different location. It will then remain open while you work, as long as you do not select a different project or leave the Projects hub.
	If the project belongs to a billing group, click this icon next to the project name to display the Billing Group dialog box. That dialog box displays the projects in the billing group, along with any lower-level WBS elements, so you can select another project or lower-level WBS element to display in the Projects hub.
Project Name and Project Number	When you select a project to view or edit, the project's name and number display at the top of the form below the search field. If you navigate to a lower level work breakdown structure (WBS) element, the number and name of that element and the number and names of the parent elements above it in the WBS are displayed.
Plan last modified date, time, and user	The last modified date, time, and user name display below the project's name and number to indicate when the project plan was last modified and the name of the person who made the changes, unless the user ID is not mapped to a user name, in which case only the user ID displays.
and	Click to the right of the Summary pane to collapse the pane and expand the main part of the form. When the Summary pane is collapsed, click to expand and display it.
Checked out state	If the plan is currently checked out to someone else, Plan is checked out to <name> displays above the tabs. If the plan is currently checked out to you, Plan is checked out to you displays.
Plan status	This field displays the current status of the plan: Published: The plan has been published. No unpublished changes exist for the plan. Not Published: The plan includes unpublished changes.
Scale	To change the scale for the calendar period columns, click , and select one of the following in the Change Scale dialog box: Days & Months: Display plan data by day for one or two months, with the rest of the project plan displayed by month. If you select this option, you also specify the month or months for which you want to display plan data by day. Weeks: Display all plan data by week. Months: Display all plan data by month. The calendar period column headings change to reflect your selection, and any existing hours in those columns are recalculated based on the new scale.
Show: Billing/Cost	This field displays Billing or Cost to indicate whether the plan amounts you are viewing are at billing or at cost. If you select Cost and Billing in Budget Type in the Plan Settings dialog box, both Billing and Cost are available, and you can switch between them. When you switch, the form's grids and charts update to reflect your selection. If your enterprise uses multiple currencies, the currency in use is indicated next to the Show option. The project cost currency is always used when viewing projects, plans, and budgets at cost. A configuration setting that your system administrator selects determines whether project cost currency or billing currency is used when you view projects, plans, and budgets at billing. When you display cost amounts, some information may not display if your security role does not provide access rights to labor cost rates and amounts.