Plan Fields Based on Opportunity
When you create a new plan based on an existing opportunity, Vision carries over the opportunity fields into the plan.
| Opportunity Field | Plan Field |
|---|---|
|
Opportunity General Tab |
Project Planning General Tab |
| Opportunity Name | Plan Name |
| Opportunity Number | Plan Number |
| Organization | Organization |
| Estimated Start Date | Start Date |
| Estimated Completion Date | End Date |
| Primary Client | Client |
| Principal-in-Charge | Principal-in-Charge |
| Project Manager | Project Manager |
| Supervisor | Supervisor |
