Vision Navigator Plan Status Dialog Box

Use this dialog box to determine if certain Navigator plans need to be checked in or published before you adjust resource assignments.

If your firm uses Vision Navigator Integration, click Navigator Plan Status on the Resource Utilization and Generic Resources forms to display the Navigator Plan Status dialog box. This dialog box lists the Navigator plans that are currently checked out and/or have unpublished changes.

Vision checks the plan status whenever you save updates to a Navigator plan. If the changed resource assignments are to Navigator plans that are checked out or have unpublished changes, the Navigator Plan Status dialog box displays. This dialog box lists those Navigator plans that will be affected by pending resource changes. If you choose to continue with the save process, the listed Navigator plans are automatically checked in or are reverted to the last published version of the plan and then the resource assignment changes are saved. Any changes to the Navigator plans are automatically published.

If you cancel the save process, the Navigator Plan Status dialog box closes and the application returns to the previous screen with the unsaved edits.

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