Initial Settings for Expenses

When you create a new plan or convert an existing Vision plan, Vision Navigator uses expense data as the basis for the initial plan data. Many of these values are set internally for the plan and are not visible in Navigator.

Vision Settings	Impact in Navigator
The following settings depend on the use of the Vision Planning module. If in use, they display on the General tab in Vision > Configuration > Planning > Plan Settings. If not in use, they display on the main form in Vision > Configuration > Planning > Plan Settings.
Enable Expense Planning	Select this option to plan expenses in Navigator.
Show Committed PO Expenses.	This option is automatically selected and is used internally in Navigator.
Calculate Expense Billing from Cost.	This option is used internally in Navigator.
General Conversion Settings
Baseline amount	Converted at same level as planned
Baseline time-phased assignments.	Remain in original time-phase assignment. Time-phased expense assignments are not visible in Navigator.
Expenses are planned at project level.	Expenses Planning Level automatically set to Project.
Expenses are planned at the lowest level of the WBS.	Expenses Planning Level automatically set to Lowest Level.

Situations Where You Cannot Convert a Plan

• Units are planned.
• Expenses are assigned to plan levels between WBS1 and 2 or 2 and 3.
• Expenses have been planned at multiple levels in the same branch.
• Expenses have been planned at one level per branch, but the levels are not the same. For example, phase 1 and 2 both have tasks. Expenses are planned at the phase level for phase 1, and the task level at phase 2. Because some expenses are planned at the middle level, and some at the lowest level, you must manually combine them and roll them up to the higher level before converting. However, if the expenses had been planned for both phases at the phase level, the project would automatically convert.