Project Management Concepts
If you are new to Vision Navigator, you may want to review information about initial plan settings, data synchronization, how security access rights affect plan creation, and so on.
- Changes Made to Vision Project Planning if Vision Navigator Plans Are In Use
Options available in Vision Project Planning can change if you are using Vision Navigator. - How Plan Data Synchronizes
You can create a plan in either Vision Navigator or Vision. After you create plans, you can share plan data between the two applications and have the data synchronize automatically. - Project Charge Types and Navigator Plans
There are three charge types that are assigned to Vision projects. These charge types determine the expense types that are used on the Navigator Expenses page. - Security Settings and Labor Cost Amounts
The Vision Security settings for Labor Cost Rates/Amounts impact how cost data is displayed within different levels of the project's Work Breakdown Structure on the Labor Planning page in Navigator. - Set the Plan's Budget Type
The new General page in Navigator Plan Settings allows you to select a Budget Type to determine how you want to plan your project - using cost amounts, billing amounts, or a combination of the two. After you select the budget type, all charts, fields, and calculations for the Dashboard and Planning tabs and associated pages update accordingly. - Unmapped Rows in Vision Plans
The Planning grid displays the different levels of a project, the project, phases, and tasks, which are collectively referred to as the Work Breakdown Structure (WBS). Each WBS element must contain an identifier, which is how the project maps to a plan. - Conditions That Prevent Conversion of a Vision Plan
Certain conditions in a Vision plan prevent the conversion to a Navigator plan. - Use Project and Billing Currencies
If your firm uses Vision Multicurrency, the project and billing currencies that are selected in Vision are applied in Navigator. - View a Project Without a Plan
When you view a project in Navigator that does not have an existing plan, Navigator defaults to displaying the project's amounts at cost or billing based on the default Budget Type that is assigned in Vision's Plan Settings. - Why Change a Vision Navigator Plan to a Vision Plan?
You can create plans in Vision or in Vision Navigator. You may want to change a Vision Navigator plan to a Vision plan if your plan is complex.
Parent Topic: Project Management Workspace