Initial Settings for Consultants

When you create a new plan or convert an existing Vision plan, Vision Navigator uses consultant 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 Consultant Planning	Select this option to plan consultants in Navigator.
Enable Unit Planning	This option does not directly impact Navigator plans. However, even when it is not selected, the Job to Date unit numbers display on the Consultant tab.
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 consultant assignments are not visible in Navigator.
Consultants are planned at project level.	Consultants Planning Level automatically set to Project.
Consultants are planned at the lowest level of the WBS.	Consultants Planning Level automatically set to Lowest Level.

Situations Where You Cannot Convert a Plan

• Units are planned.
• Consultants are assigned to plan levels between WBS1 and 2 or 2 and 3.
• Consultants have been planned at multiple levels in the same branch.
• Consultants have been planned at one level per branch, but the levels are not the same. For example, phase 1 and 2 both have tasks. Consultants are planned at the phase level for phase 1, and the task level at phase 2. Because some consultants 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 consultants had been planned for both phases at the phase level, the project would automatically convert.