The list below describes the various icons in Visual Planning.
Plan Tab
Each of these panes contains one or more icons: Filter, Projects, Employee, and Details.
| Icon | Function | Description |
|---|---|---|
| Projects pane | ||
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Settings | Manage Project settings, such as Default Hours and Methods. |
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Details pane |
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Save | Save your changes made to the project details. |
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Budget | Display the budget breakdown of the selected project. |
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Export | Export selected project data (such as consultants, fees, expenses, schedules, team assignments, and tasks) from existing to new projects. |
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Import | Import employees not on the plan with time charges. |
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Discipline budget | Set the discipline budget for the selected project. Note: May not be enabled in your environment. |
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Select predecessor | Set phase predecessors and dependencies with lag in days and holds. |
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Tasks milestone | Manage and track milestones for individual tasks. |
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Staffing assignments | View your entire project plan with all the team member assignments and how many hours of work they are assigned to. |
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Project staffing | View and manage project staffing for the next few weeks. |
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View as big | View Employee items as large tiles. |
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View as small | View Employee items as small tiles. |
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Refresh | Refresh data in tabs. |
Manage Tab
| Icon | Function | Description |
|---|---|---|
|
Settings | Managing Project settings, such as Default Hours and Methods. |
| Save | Saving your work. | |
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Collapse | Minimizing/Hiding the individual project details. |
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Expand | Minimizing/Showing the individual project details. |
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Export | Exporting all project details to an external spreadsheet. |
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Edit | Editing a schema. Schema refers to an overall structure or layout of elements on the screen. |
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Delete | Deleting an existing schema. See Schemas for more information. |
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Add | Adding a new schema. See Schemas for more information. |
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Group | Grouping project details by selected columns. Drag a column from the worksheet to the header to enable. |
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View | Viewing existing schemas. |
Forecast Tab
| Icon | Function | Description |
|---|---|---|
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Filter | Filtering projects on the Forecast tab. |
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Export | Exporting charts to an external image file. |
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Zoom In | Viewing a selected graph in maximized mode. |
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Zoom Out | Viewing a selected graph in minimized mode. |
Budget Breakdown
| Icon | Function | Description |
|---|---|---|
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Add next item to Budget | Adding the next item (phase/discipline) of a project to the table. |
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Add all items to Budget | Adding all items (phase/discipline) of a project to the table. |