Options available in
Vision Project Planning can change if you are using
iAccess.
When you use
iAccess, the following conditions are true in
Vision Planning:
-
Copy Current Plan option is disabled if you have
an iAccess plan open.
- Select Plans to Copy option displays a message stating that you cannot copy the plan.
- Select Plans to Delete option does not allow you to delete
an iAccess plan in
Vision. You must delete the plan in
iAccess.
-
New Plan from Existing Project
option does not allow you to create a new
Vision plan for a project that already has
an iAccess plan. You cannot merge a
Vision plan with
an iAccess plan.
-
New Plan from Existing Opportunity option does not allow you to use
an iAccess plan as a template.