Project Management Concepts

If you are new to Vision Navigator, you may want to review information about initial plan settings, data synchronization, how security access rights affect plan creation, and so on.

Why Change a Vision Navigator Plan to a Vision Plan?
You can create plans in Vision or in Vision Navigator. You may want to change a Vision Navigator plan to a Vision plan if your plan is complex.
How Plan Data Synchronizes
You can create a plan in either Vision Navigator or Vision. After you create plans, you can share plan data between the two applications and have the data synchronize automatically.
Unmapped Rows in Vision Plans
The Planning grid displays the different levels of a project, the project, phases, and tasks, which are collectively referred to as the Work Breakdown Structure (WBS). Each WBS element must contain an identifier, which is how the project maps to a plan.
Project Charge Types and Navigator Plans
There are three charge types that are assigned to Vision projects. These charge types determine the expense types that are used on the Navigator Expenses page.
Changes Made to Vision Project Planning if Vision Navigator Plans Are In Use
Options available in Vision Project Planning can change if you are using Vision Navigator.

Parent topic: Project Management Workspace