Planning Overview

Use the Planning tab to access Labor information and the different areas of the Project Management workspace. Depending on your access rights, this may also include Contract, Expense, and Consultant data.

Plan Settings
Use the Plan Settings dialog box to configure the settings related to the selected project. This dialog box automatically displays when you create a new Navigator plan or you convert a Vision plan to a Navigator plan.
Contract Overview
The Contract page enables you to view the contract amounts and fee information in one central location. It breaks down the compensation and reimbursable allowance amounts in order to account for labor, expense, and consultant amounts.
Labor Overview
The Labor information on the Planning tab includes both charts and grids that provide a summary of the project plan's labor details. The Labor Planning and Resource Assignments grids also allow you to add or update resource assignments and their associated costs for the plan.
Expenses Overview
The Expenses information on the Planning tab includes both charts and grids that provide a summary of the project plan's expense details. The Expense charts provide an overview of the expenses that are budgeted for your plan. This information is entered on the Expenses grids, where you can assign expenses to each level of the plan.
Consultants Overview
The Consultant information on the Planning tab includes both charts and grids that provide a summary of the project plan's consultant details. The Consultant charts provide an overview of the consultant budget for your plan. This information is entered on the Consultants grids, where you can assign consultants to each level of the plan.

Parent Topic: Project Management Workspace