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Deltek Vision 7.4

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Deltek Vision 7.4 Set Start and Finish Dates Deltek Vision® 7.x Project Planning You specify a start and end date for each WBS element in the Start and Finish Quick Reference Chart Indent and Outdent columns. By default, a new task’s Finish date is determined by the Start Date or Select a row in the grid and click Outdent www.deltek.com End Date on the Plan’s General tab (depending on how the plan was created - (left button) to move a subset row to the from Project, from Opportunity, or from scratch). The Finish date is updated highest level. Select a row and click Indent based on hours you enter in the Planned Hrs fields on the accordion grid. Right- Shortcut Menu (right button) to make the selected row a click in the Finish column to select Match finish date(s) to planned values and Right-click in the grey area to the left of the subset of the left-justified item above it. rollback a Finish date to match the hours entered for the task. When you add Description column for any given row to access Subset rows can be opened or closed using hours in the Planned Hrs fields on the accordion grid, the Finish date updates, the shortcut menu. the plus and minus sign. providing that the hours are entered for a date beyond that currently entered in the Finish column. Cut, Copy, and Paste existing rows from the open plan Project Planning Toolbar to build your new plan and assign Save - Saves the current plan. resources. Save Baseline - Saves the Utilization - current plan as a snapshot for Displays the current comparison purposes. You can resource utilization have just one baseline version schedule for the for any plan. Saving a new selected employee baseline overwrites the previous from the plan's Start baseline data. Date to the plan's End Date. New - Select an option to create a new plan either from JTD Charging - scratch, or by copying an Displays all existing plan, project, or employees who opportunity. charged hours to this WBS level with JTD Delete - Delete the plan totals and a drill- currently displayed in the form. down option to the Actions - Select an option to Labor Detail report. import the project to or export it from MS Project, create a project from the plan, change a Navigator plan to a Vision plan, Project Planning Grid Options or to populate the Analysis tab’s Options such as creating a new task or compensation fields from the inserting resources are available from both Labor tab’s. the shortcut menu and the Labor grid options. Options - Select an option to Spread Amounts configure the accordion calendar New Row/New Row (Above) - Create a Right-click in the Planned Hrs field for any period to display, set default plan levels new row in the plan to correspond to a spread hours across periods. (Right-click Planned Cost Map the Plan for WBS elements, configure project WBS element (project, phase, task, on the Expenses or Consultants tabs to spread costs.) You can map your plan's data to the Vision row and column display on labor code). Options are: Accounting and Info Center applications. In grids, set the ETC/JTD date Fill - Multiply the number of hours by the number of busi- Insert - Insert a resource (employee) as a mapping a plan, you integrate its elements with basis, select a plan retrieval ness days in the specified periods. For example, if you row in the plan. The employee is your project and accounting WBS elements mode, or collapse dates on enter 6 Hours per Business Day to Fill, and there are 5 associated with the WBS element in the (project, phase, task records, and labor codes) grids. business days in the period, the Planned Hrs field row above the insertion point. to support reporting actual hours and actual displays 30 for each period within the range. Print—Select to print a plan. Lookup - Retrieve the Employee Lookup costs in your plan. Copy - Copy the same amount to all columns within the Help - Click to open the Vision in the Labor tab, and an Account Lookup specified period range. in the Expenses or Consultants tab. Project Planning Help. Spread Proportionally - Spread hours proportionally over Resource Search - Within Project a time period you specify. This setting takes into account Planning, assign multiple employees and/ the original hours in each period in the range specified and or generic labor categories, perform a skill spreads the hours according to that proportion. search, or search for employees based on Spread Evenly - Spread hours evenly to the designated experience. periods. © Deltek, Inc. 2015 Interactive Gantt Chart Schedule Grid Deltek Vision® 7.x Project The left side is a grid that displays The right side includes an interactive Gantt chart where you can view a graphical depiction of Planning Task Dependencies each level of the project’s WBS as the WBS. The black brackets indicate “parent” levels that contain one or more “child” tasks, created on the Labor tab of Project which are represented by the green bars below. You can set dependencies for the lowest Quick Reference Chart Planning. This grid does not include level “child” tasks and dates across the project will adjust accordingly. www.deltek.com Moving Around the Gantt Chart The scroll button displays when you left-click anywhere on the Gantt chart. You can click and hold this button as you scroll the view of the chart to the left or right through its time periods. A vertical scroll bar displays that allows you to scroll the chart up and down. To zoom in and out on the chart, use the mouse wheel or two-finger zooming on the mousepad. This will also change the time scales. When you open the Schedule tab, it defaults to showing the entire project. After you make adjustments and change your view, you can use the right-click menu and select Show All to return to displaying the entire project. Changing Start and Finish Dates Right-Click Menu Use any of the following methods to change the task dates. Dates adjust across the pro- When you right-click on the interactive Gantt chart, there are various options that may display depending on what is ject accordingly: selected or where your cursor is positioned: Manually enter new dates in the grid If nothing is selected and you right-click in an open space, the menu options that display impact all items on the Gantt columns or open the calendar and chart. This also applies when you are removing selections (for example, Remove All Predecessors). select dates. If a task bar or group bracket is selected (gray border) when you right-click, the menu options that display only pertain to the selected task or group. When a group bracket is selected, all child or task levels below it are impacted as well. If you hover over a task bar or group bracket when you right-click, the menu options that display impact the specific task Drag and drop the individual task bars. bar or group bracket. The dates automatically shift and the Menu options include one or more of the following: predecessor/successor relationships ASAP — Select to shift the selected task to start as soon as possible. are maintained. Set FS Relationship — Select to make the first task selected the predecessor and the second task selected the successor. To increase or decrease the duration of Remove All Predecessors — Select to remove previously established predecessor relationships between tasks. the group or task, you can select the Edit Item — Select to open the Edit Dependencies dialog. box and enter specific details about the predecessor, group bracket or task bar, and then relationship, lag/lead, and direction. click and drag the edge of the bar to Show All — Select to expand the interactive Gantt chart to show all tasks. the desired date. Dates will update in the grid and the successor task will adjust accordingly. © Deltek, Inc. 2015 .
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