Planning Command Bar

Use the Command Bar to perform various functions when working with the Navigator plan. For example, you can save the plan, publish data, or revert your changes back to the plan's original state. This bar displays at certain times when you click the Actions button (for example, when you are saving the plan's baseline). Your access to these functions is based on your assigned role's access rights on the Planning tab and Navigator tab in Vision > Security > Roles. If you don't have the Vision Resource Planning module, then your access is based on your assigned role's access rights on the Navigator tab.

Contents

Note: These options are enabled and disabled based on the function you are performing. For example, if you make changes to a record and click Save, the Save button will then be disabled until additional changes are made.

Icon	Access Rights Required	Description
Save	Full, Add/Modify, Modify Only	Click this icon to save the current Navigator plan information. This action does not publish the plan. This option is available if there are unsaved changes to the current plan.
Save Baseline	Full, Add/Modify, Modify Only	Click this icon to save the current Navigator plan as the baseline. The baseline acts as a snapshot of the plan at a certain point in time and is useful for comparison purposes. You can have only one baseline version for any plan. Any changes you make to the existing baseline will overwrite the previous baseline data. After a baseline exists, this option is available only if your role is allowed to change the baseline.
Publish	Full, Add/Modify, Modify Only	Click this icon to publish the plan and baseline to Vision. This option is available if the current project has a Navigator plan. It saves the current plan and copies its values and the last saved baseline from an unpublished state to a published state.
Revert	Full, Add/Modify, Modify Only	Click this icon to return to the most recently published Navigator plan. This option is available if the current project has a Navigator plan. If no plan information has been published to Vision, the plan is returned to the state that it was in when it was first created before information was published.
Delete	Full	Click this icon to clear all of this Navigator plan's resources and plan entries, including the baseline, from both Navigator and Vision. Resources that have JTD charges are not removed. Note: If the plan has a baseline and you do not have access rights to change the baseline, you cannot select Delete.