You can create a plan in either
iAccess or
Vision. After you create plans, you can share plan data between the two applications, and the data is synchronized automatically.
Not all plan fields that are maintained within a
Vision plan are displayed or maintained in
iAccess. When a
Vision plan is converted to
an iAccess plan, the
Vision plan's data is synchronized with the project.
iAccess stores the additional
Vision fields in data tables that are not visible within
iAccess; however, if you own the
Vision Resource Planning module, you can view these fields in
Vision Project Planning.
Whenever a change is made to key fields in the Project or Opportunity Info Centers, the
iAccess plan is updated. In addition, whenever the
iAccess plan is published or reverted, plan data is synchronized between
Vision and
iAccess. When you create
an iAccess plan or convert a
Vision plan to
an iAccess plan, the system updates the following plan values with a default setting. For all but the exceptions noted below, when a change is made later to the default setting, the plan value is updated to match.
| Plan Value
|
Default Setting
|
| Plan Name
|
Project Name
|
| Plan Number*
|
Project Number
|
| Start and End Dates
|
Project's Initial Dates, Start and Completion Dates, and Estimated dates. If only one date exists, it is assigned as both the Start and End dates. If neither exists, tomorrow's date is assigned to both dates. These dates also default into the Planning grid when a new
iAccess plan is created; however, they are not affected by subsequent changes to the dates in the Project Info Center.
|
| Calendar Scale
|
Defined in the
iAccess Plan Settings dialog box. If your firm uses the
Vision Multicompany feature, the default scale is defined in the project company's Plan Settings.
|
| Starting Day of Week*
|
Monday
|
| Budget Type*
|
Cost and Billing
|
| Include in Utilization and Project Reports*
|
This option is selected.
|
| % Complete Formula*
|
JTD/(JTD+ETC)
|
| Show Unposted Actual Labor*
|
This option is selected.
|
| Show Committed PO Expenses*
|
This option is selected.
|
| Available to Other Users*
|
This option is selected.
|
| Status*
|
Active
|
| Planned Revenue: Labor Multiplier Type*
|
Planned Ratio
|
| Planned Revenue: Reimbursable Method*
|
Billing
|
| ETC/JTD Date Basis*
|
Today's Date
|
| Opportunity*
|
Project's Opportunity
|
| Primary Client*
|
Project's Primary Client
|
| Principal*
|
Project's Principal
|
| Supervisor*
|
Project's Supervisor
|
| Project Manager
|
Project's Project Manager
|
| Probability from Opportunity, if the project is linked to an opportunity*
|
Probability on Project's Opportunity
|
| * Not visible in
iAccess.
|
|