Vision Features and Navigator Data

There are certain options and utilities within Vision that impact Navigator data.

Contents

Field	Description
Planning > Project Planning: Include in Utilization and Project Reports	If a project is mapped to multiple Vision plans and this option is selected on the plans, the Navigator totals are the combined value of the plans mapped to the project.
Utilities > Key Conversions: Enable Phases/Tasks	If you run a key conversion to start using the phase or task level for a project with a Navigator plan, existing planned resource rows are moved down to the new lowest level.
Utilities > Key Conversions: Disable Phases/Tasks	If you run a key conversion to stop using the phase or task level for a project with a Navigator plan, the following occurs: Existing planned labor, expenses, and consultants resource rows at the lower level are moved up in the WBS. Planned labor rows for the same resource are combined when moved up under the same WBS ID. Planned consultant rows are combined when they are moved up under the same WBS ID and have the same account and consultant name. Planned expense rows are combined when they are moved up under the same WBS ID and have the same account and vendor.
Utilities > Advanced Utilities: > Search and Replace	When a Search and Replace is performed on the Project Planning application area, Vision Navigator plans are excluded from the Plan Lookup.