Project Planning Toolbar Project Management>Project Planning

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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.

 

Toolbar

The InFocus Toolbar is dynamically built in accordance with the active applet on the screen. More on Toolbar Options

 

Additional Toolbar Options

Aside from the standard toolbar options this applet has the following options:

•File - Additional File options
oNew
▪New From Template - With appropriate permissions, you can create a new plan from template.
•Edit - Additional Edit options
oPreferences - When selected, the Planning Preferences window appears. More on Planning Preference
•View - Additional View options
oOptions - When selected, the header showing the Project Name and Rate Schedule show in the header.
oProject Figures - Prints the Project Figures Report for the current project.
oGantt - Prints the Gantt chart for the current project. More on the Gantt Chart
oEarned Value -  Gives you the Earned Value Pop-up. More on Earned Value
•Tools - Additional Tools options
oSave as Baseline - Click this to save the budgeted amounts as the baseline for the project.
oRecalculate Rates - Allows you to recalculate rates for Allocations, Scheduled, and ETC.
•New
oPlan - Creates a new Project Plan.
oNew From Template - With appropriate permissions, you can create a new plan from template.
•Print - Runs the Project Planning Report. More on the Project Planning Report
•Gantt -  Prints the Gantt chart for the current project. More on the Gantt Chart
•Earned Value -  Gives you the Earned Value Pop-up. More on Earned Value
•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. More on Percent Complete History
•Resource Groups - Brings up the Reosurce Groups Pop-up. More on Resource Groups
•Planning Mode - Controls the PM Type of the information that is viewed in Planning. Options are Labor, ODC, OCC and ICC
oLabor 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.
oICC, 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.