Create a New Plan in Vision Navigator

If a project does not have an existing plan in Vision Project Planning, you can use Navigator to create the project plan.

You must have Full or Add/Modify access rights to Project Planning on the Navigator tab in Vision > Configuration > Security > Roles.

To create a plan in Vision Navigator, complete the following steps:

1. Open a project 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. The button and the associated plan state text change color to indicate the state of the plan.

2. Click the Create button. Navigator prompts you to confirm the plan's creation.
3. Click Yes. The plan is automatically created and the Plan Settings dialog box displays. This dialog lists the values that are defaulted from Vision's Configuration > Planning > Plan Settings. If your firm uses Vision Multicompany, the defaults are from the Plan Settings for the project's company.
4. If necessary, complete any updates to the defaulted settings.
5. Select the page where you want to start your plan: Contract, Labor, Expenses, or Consultants. The respective charts and grids display.
6. Enter data in the appropriate fields.
   Note: Navigator displays labor, expense, and consultant resource rows that have JTD but are not planned. Each row is saved with the plan only when planned values are assigned to it. As a result, unplanned, JTD-only resource rows are not displayed when the plan is viewed in Vision > Project Planning.
7. Complete the fields on additional pages as needed.
8. Click Save on the command bar. The Actions button and plan state text change to indicate that changes were saved.