Configure an Accordion Calendar Grid

An accordion calendar grid displays on the right side of the Labor, Expenses, Consultants, and Units tabs in Project Planning. You can configure accordion grids to display the information you want to see, in the format you prefer. You can do this only when you create or retrieve a plan. The dates and scales that you establish display on the accordion calendar grid for all the tabs in Project Planning and do not vary from one tab to another.

To configure the accordion calendar grid, complete the following steps:

  1. From the Vision Navigation menu, click Planning > Project Planning.
  2. On the Project Planning toolbar, click Options > Configure Planning Grids to display the Planning Grid Configuration dialog box.
  3. Select the rows to display in the accordion calendar grids by choosing rows on the tabs of the Planning Grid Configuration dialog box. The rows available vary, depending on the tab you configure.
  4. Click OK on the Planning Grid Configuration dialog box.
  5. On the Project Planning toolbar, click Options > Accordion Calendar Format.
  6. On the toolbar of the Accordion Calendar Format dialog box, click Copy to open a new row in the grid.
  7. Complete the fields on the Accordion Calendar Format dialog box.

    You can set up more than one time frame to display on the accordion calendar grid. Click Copy again to open a new row on the grid, then adjust the settings in the new row. The settings for dates and scales will not vary from one tab to another.

  8. To delete a row, highlight it and click Delete.
  9. Click Save.