Employees With JTD Who Are Missing From Plan Dialog Box
An employee can have job-to-date (JTD) charges for a project but may not be assigned to the associated plan's Work Breakdown Structure (WBS). This results in a discrepancy because the employee is not listed as a resource in the plan's WBS even though the employee's JTD charges are included in the plan's totals.
- There are unassigned employees
- The JTD charge amount at the WBS level does not match the sum of the JTD amounts for the rows beneath it
You can use this dialog box when the following conditions are met:
- There are missing assignment rows
- Your security rights allow access to the plan
- The plan is not checked out to another user. If it is checked out, the dialog box is read-only.
When you open the dialog box from the plan's project WBS level, you can choose the individual employees that you want to insert into specific mapped levels of the plan's WBS. Using the Plan WBS Level to Add Assignment Row Under drop-down list, you can select from all mapped WBS plan levels that correspond to the timesheet charge and that are included in JTD Matching. When you click the Add Assignment Rows button, Vision adds the employee as the last resource under the WBS level that you selected. If you do not select a WBS level from the drop-down list, Vision inserts the resource at the lowest level in the drop-down list. You can select Do Not Add in the drop-down list if you do not want to add an assignment row for a JTD charge while adding assignment rows for others. For example, the JTD charge may be assigned to the wrong project, so you should not add an assignment row to the plan.
This dialog box displays timesheet charges that are posted. However, if the Show Unposted Actual Labor option is selected on the General tab of Project Planning, the charges from unposted timesheets are also included. Only the missing JTD charges dated through the current JTD/ETC date are included.
Location
To display the dialog box, complete the following steps:
- From the Vision Navigation menu, select .
- Select a plan.
- Click the Labor tab.
- Select the project WBS level (displayed in red) and right-click the small arrow to the left of the row to access the pop-up grid options menu.
- Select Missing JTD Employees.
Contents
When you open this dialog box, the contents on the grid are sorted in alphabetical order by employee name. You can click any column heading to toggle the sort between ascending and descending.