Planning Configuration Overview

Use Planning Configuration to establish the default, system-wide settings for Planning users. When you establish defaults, you eliminate much of the preliminary setup and make it possible for users to create new plans more quickly.

Use Resource Management Settings to establish the default, system-wide setup for Resource Management. This includes Resource Utilization and Generic Resource Assignment settings, as well as grid-specific settings.

The System Administrator determines the options available to users. Then, in Planning or Resource Management, users modify plan-specific settings.

Related Topics:

  • Planning and the Vision Tab Designer
    You can use the Vision Tab Designer to design your own tabs and fields in Project Planning.
  • Generic Resources Setup Overview
    Use Generic Resources Setup options to establish the default, system-wide setup for the use of generic resources in Vision Resource Management.
  • Setting Up Grids
    Planning grids present data for each element in the WBS. Summary grids calculate and display budget and cost numbers.
  • Accounting Calendar Setup Overview
    Use the Accounting Calendar to create custom periods to use in Project Planning. The Accounting Calendar only applies to the Accounting Period scale choice in Vision Planning. It does not link to actual accounting periods.
  • Fields and Options
    Use the Resource Management Settings form and the Planning Configuration form to specify Planning-related options.
Parent Topic: Configuration Overview