Project Management Quick Start Checklist

If you are new to the Project Management Workspace, review this process for potential steps for creating a new project plan.

Step	Description
1	Configure the plan settings in Vision > Configuration > Planning and access rights in Vision > Configuration > Security > Roles.
2	Open Navigator, select a project, and click the Planning tab.
3	Create a new plan in Navigator: From scratch: Click the Create button. From a Vision plan: Click the Convert button.
4	Use the Navigator Plan Settings options to select the budget type, calendar, rates, multipliers, and other plan-specific settings. Click Save to apply.
5	Open the Labor grid and assign resources, forecast hours, and change generic resources to named resources as needed.
6	Enter planned expenses, assign vendors to expenses, and forecast amounts (optional).
7	Enter planned consultants, assign vendors to consultant expenses, and forecast amounts (optional).
8	Use the Summary and Progress charts to review plan details.
9	View and approve invoices as needed.
10	Save the plan (and baseline).
11	Publish the plan data as needed.