Planning Preferences Project Management>Project Planning

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Overview

This is where the project preferences are set. These are set for all projects in project planning.

 


Field Descriptions

General Tab

Include Unsubmitted Time - Includes unsubmitted time in actuals
Include Unapproved Time - Includes unapproved time in actuals

 

Project Tab

Show Labor Amount %
Show Labor Hours %
Show ODC Amount %
Show OCC Amount %
Show ICC Amount %

 

Allocations Tab

Use Allocations - When unchecked, the allocations window is hidden.

 

Schedules Tab

Options

Use Resources - When unchecked, the resources in the Resource Schedule window is hidden.

 

Scheduling

Auto Calculate Dollars from Hours (Labor) - When checked, Dollars will be calculated by comparing the Hours to the rate in the rate schedule.
Allow Over Scheduling - When checked, you will be allowed to over-schedule resources.
Auto Fill From Rate Schedule - When "Filter Labor Allocations & Resources By" on the Project Plan Settings is set to Rate Schedule, Zero hour resources fill in to every node.  They stay there until this box is unchecked.  This prevents you from having to enter the resource every time when creating a plan.
Include Actuals - When checked, Actual figures will be displayed in the Resource Schedule section on the Project Planning screen.
Include Baseline - When checked, Baseline figures will be displayed in the Resource Schedule section on the Project Planning screen. You must run the Save as Baseline feature located on the toolbar for these figures to populate.

 

Hours Per day

Hours Per Day text-box- Number of hours to schedule per day on auto-scheduling.  If zero, hours will be evenly distributed across date range.

 

Allowable Days

Allowable Days - Check off which days of the week can be included when scheduling.