Procedures
Refer to these procedures when creating a new Navigator plan.
- Check a Plan's State
Vision Navigator plans include indicators that change color to reflect the plan's status. - 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. - Check in a Navigator Plan
When you check out a plan, it is not available to other users until you check it back in. Even though Navigator automatically checks in a plan when you are finished with it, there may be situations in which you must manually check it in. - Recalculate Planned Cost and/or Billing Amounts
When you recalculate, Vision Navigator recalculates the planned cost and/or billing amounts using the current rate selections in Plan Settings. Any planned values added to the plan later automatically use the current rate settings. - Shift Calendar Dates
As plans evolve, you can shift planning dates on the Labor grid work breakdown structure rows. When you shift calendar dates, your plans remain accurate and up-to-date over the course of the project life cycle. - Publish Plan Data from Vision Navigator to Vision
When you create a plan in Vision Navigator, the project is marked as having an associated plan, but the plan's data is stored in Vision Navigator. When the plan is ready, you can publish its data and share it with Vision. After you publish, Vision and Vision Navigator display the same plan information.
Parent Topic: Create a New Plan in Vision Navigator