Use this grid to edit and view the resources assigned to the current plan, by calendar period.
Contents
The lowest level of the
Level/Resource column displays any named or generic resources assigned to the project, phase, or task element. Resources who have charged to the project (posted or unposted hours), but do not have planned hours, are listed with the resources who do have planned hours.
Hours in the Resource Assignments grid are formatted based on the settings in Vision's Plan Settings. Options include
None,
Decimal, and
2 Decimals. If you use the Vision Multicompany feature, the hours setting comes from the Plan Settings of the company to which the project belongs.
Note: The Accounting tab in
determines your access rights to labor costs rates and amounts in Navigator. When you select the Cost option, some information may not display because of your security access. See the Security Settings and Labor Cost Amounts online help topic for more information.
Calendar Periods
This grid displays the calendar periods for the selected WBS element's start and end dates. Specifically, it displays the planned hours per period for plans in utilization. For Navigator plans, the calendar scale for the periods is defined in Plan Settings. For Vision plans, the calendar scale defaults to
Weekly for WBS elements with date ranges 180 days in length or less; a longer date range results in the use of a
Monthly scale.
The calendar periods on the Resource Assignments Grid Calendar view do not update based on the hours or currency selections.
| Field | Description |
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| ETC (Hrs)
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This column displays the estimate-to-complete hours or amount, at billing or cost, for the resource on the current project, phase, or task. This is the number of hours or amount required from tomorrow through the end of the plan to complete work on this project, phase, or task element.
You can edit the hours amount in this field while the start date for the parent WBS row is in the future. Once the plan is in progress and the start date is no longer a future date, all edits to the ETC must be done in the individual calendar period fields that are shown in the calendar view.
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| ETC Calendar Period Hours
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The number of calendar period columns displayed is based on the parent WBS row's date range and the calendar scale in use. The columns display the resource's estimate-to-complete hours for the period. Only columns that include future dates are editable.
When you create a plan, Navigator spreads the amount you assign as the lump sum ETC evenly among the working days in the available calendar periods. Once the plan is in progress, you must edit the ETC in the future calendar periods so they accurately represent the estimated number of hours it will take the resource to complete the work. Ideally, the ETC for future periods is edited prior to the end of the current period. For example, if the periods are weekly, you would make any necessary adjustments to next week's ETC hours on Thursday or Friday of the week before.
If you must edit the ETC hours in a calendar period that includes working days in the past and the future, the system will spread your entry across all of the working days in the period. This requires that you increase the hours you enter to account for the hours spread to today or previous days in the period.
Note: It is suggested that you only edit the ETC for periods that have not started.
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