Change a Vision Plan to a Vision Navigator Plan

When you are also using the Vision Resource Planning module, you can convert a plan that was originally created in Vision to a Navigator plan. This simplifies data entry, but requires that all subsequent plan updates be made in Navigator. You can then save and publish the plan back to Vision. After you publish, data synchronizes between the two applications and both display the same plan information.

To convert a Vision plan to a Navigator plan, complete the following steps:

Open a project that has a Vision plan in Vision Navigator and click the Planning tab. The Actions button displays. This button's label changes when there is only one action that can be taken.
Click the Convert button to convert the plan. The Convert to a Navigator Plan dialog box displays.

Before you convert a Vision plan, review the changes that will occur to ensure there are not any discrepancies with data. When you perform a conversion, the Synchronize Fees from Plan to Project option (that is set in Vision > Configuration > Planning > Plan Settings) does not apply to Vision Navigator Plans. Also, the EV Pct is set to zero on Vision Navigator plans. The following fields are changed during the conversion to align them with Navigator planning.

Vision Location	Fields	Field Set To
General tab of Project Planning	% Complete Formula	JTD/(JTD + ETC) % Complete Cost is recalculated % Complete Bill is recalculated
	Planned Revenue Fields	Depends on the Vision plan's Budget Type setting: Cost — Labor Multiplier Type is set to Planned Multiplier Billing —Labor Multiplier Type is set to Planned Ratio Cost and Billing — The Labor Multiplier Type on the Vision plan is checked. If Planned Multiplier or Planned Ratio, it is not changed. If set to User Entered (Cost), set to Planned Multiplier. If set to User Entered (Billing), set to Planned Ratio.
	Show Unposted Actual Labor	Selected
	Show Committed PO Expenses	Selected
	Available to Other Users	Selected
	Status	Changed to match Project Status defined in the Vision Project Info Center.
Rates tab of Project Planning	Generic Method, Labor Cost Rates fields, Labor Billing Rates fields, Calculate Consultant Billing Amounts option and fields	The fields that display depend on the Budget Type that is selected: Cost — No access to billing rates. Billing — Access to cost and billing rates. Cost and Billing — Access to cost and billing rates.
Schedule tab of Project Planning	Task dependencies	All task dependencies are removed. (This only applies to Vision 7.4 and later versions.)
Labor tab of Project Planning	Comp, EV Pct, Direct Consultant, Reim. Allow., Comp. Bill, Cons. Bill, Reim. Bill, Total Comp., and Total Comp. Bill fields	These amounts are set to zero when converted to a Navigator plan.
Expense Tab of Project Planning	Description, Account, Vendor, Planned Cost, Planned Bill	Converted at the level in which they were planned as long as it was WBS1, 2, or 3. Navigator Plan Settings: Expenses Planning Level set to fit the highest planned level.
Consultant Tab of Project Planning	Description, Account, Vendor, Planned Cost, Planned Bill	Converted at the level in which they were planned as long as it was WBS1, 2, or 3. Navigator Plan Settings: Consultants Planning Level set to fit the highest planned level.
Options Menu	Accordion Calendar Format	Starting Day of Week is set to Monday Time-phased data is adjusted.

Note: The conversion is stopped when:

Units are planned.
Consultants are planned at multiple levels. For example, a consultant can be planned at the phase level for phase 1, and the task level at phase 2. Because it is not clear which level Navigator should select as the Consultants Planning Level during the conversion, you must manually move all consultants so that they are on the same level. The same rule applies to Expenses.
The Use Billing Currency not Project Currency option is selected in Vision (Configuration > Accounting > System Settings, and Plan Billing currency does not equal Project Billing Currency, or Plan Cost currency does not equal Project Cost Currency.
The Use Billing Currency not Project Currency option is not selected, and the Plan Cost Currency does not equal the Project Cost Currency.

Click the Convert button to convert the Vision plan to a Navigator plan.