What's on the Plan tab?

The Plan tab allows you to plan your projects and estimate opportunities.

Plan

Use this sub tab to plan your projects that exist in Deltek Vision. You can automatically use data from Deltek Vision to plan your projects.

Use this sub tab to estimate your projects or opportunities that do not currently exist in Deltek Vision.

pfilter pproj pemp ppdet

Displays the filters applied while searching for projects.

Displays a list of projects that exist in Deltek Vision.

Displays the employees available for the project.

Note: The employee bill rates come from Deltek Vision and can be configured in Vision.

Shows detailed information about the selected project, including a summary, scheduling and other details.