Plan Settings

Use the Plan Settings dialog box to specify multiplier, rate, plan level, and calendar scale settings for your plans. This dialog box automatically displays when you create a new Navigator plan or you convert a Vision plan to a Navigator plan.

Plan Settings provides options that are specific for each area of Project Management that you can access. For example, if you can access the Labor and Expenses areas, you can define the plan settings for both.

Plan settings only apply to Navigator plans and are not available when you view a Vision plan within Navigator. When you create a new plan, the settings default from Vision Plan Settings. If you use Vision Multicompany, the settings default from Vision Plan Settings from the project's company.

This dialog box is available when:

• The current project has a Navigator plan.
• You have Full, Add/Modify, or Modify Only access rights on the Navigator tab in Vision > Configuration > Security > Roles for the plan. Whether these fields display on this tab, and how they display, is based on these access rights.
• You have record level update rights to the plan.

Refer to the individual Plan Settings pages to define your plan's specific settings.