Overview
The Project Planning Toolbar gives the user (If given the appropriate permissions) numerous capabilities within the Journals of InFocus. Below is a list of those Capabilities.
File (Top Toolbar)
| • | Dashboard - Opens up the Dashboard applet. |
| • | New From Template - With appropriate permissions, you can create a new plan from template. |
| • | New - With appropriate permissions, you can create new plans. See New below. |
| • | Copy - With appropriate permissions, you can Copy a plan. |
| • | Delete - With appropriate permissions, you can Delete a plan. |
| • | Logout - Logout of InFocus. |
| • | Exit - Leave InFocus |
Edit (Top Toolbar)
| • | Preferences - Click here for details. |
| • | Copy - Copies the Current Project Plan |
View (Top Toolbar)
| • | Options - When selected, the header showing the Project Name and Rate Schedule show in the header. |
| • | Project Figures - Prints the Project Figures Report for the current project. |
| • | Gantt - Prints the Gantt chart for the current project. |
| • | Earned Value - Gives you the Earned Value Pop-up. For more information on Earned Value click here. |
Tools (Top Toolbar)
| • | Save as Baseline - Click this to save the budgeted amounts as the baseline for the project. |
| • | Recalculate Rates - Allows you to recalculate rates for Allocations, Scheduled, and ETC. |
New
| • | Plan - Creates a new Project Plan. |
| • | Plan from Template - Creates a new Project Plan from a WBS Template. |
Copy - Copies the Current Project Plan
Delete - Deletes the current plan.
Print - Prints the "Project Planning" report.
Gantt - The Gantt tab displays projects (WBS) dates in an interactive Gantt chart. Go to the Gantt section for details.
Earned Value - Opens up the Earned Value pop-up. To learn more about Earned Value click here.
Percent Complete History - Opens up the Percent Complete History pop-up. The percent complete is a “best guess” value of completion of a particular phase at a specific moment in time. To learn more about Earned Value click here.
Resource Groups - Resource Groups are named groups of employees. The purpose of a resource groups is to limit the list of possible employees to schedule in Project Planning. There's an "Auto-Fill" checkbox that allows for zero hour resources to fill in on the WBS so that you can enter time without having to fill in the resources every time. Once you are done, uncheck auto-fill and the zero hour resources will go away. Note - "None" must be selected under "Fill Labor Allocations & Resources By" under Project Plan Settings click here for details..
Planning Mode
Labor Mode - The Labor tab is used to allocate and schedule labor resources. Allocations are done at the job title level. The Generic job title can be used to allocate hours and dollars on the WBS to no particular job title. Allocations are always made at the lowest level of the WBS. Clicking on the bottom node of the WBS activates the Labor Allocations Window and allows the user to enter allocations and schedules for the selected WBS.
ICC, ODC, or OCC Mode - Allocations are made at the expense code level. A Generic expense is used to allocate units and dollars on the WBS to no particular expense code. Allocations are always made at the lowest level of the WBS. Click on the bottom node of the WBS to activate the ICC, OCC, or ODC window, and then enter allocations and schedules for the selected WBS.