Vision Features that Impact Navigator Data

There are Vision features that affect the information that displays on the Navigator Dashboard and Planning tabs.

Contents

Field Description
Show Unposted Actual Labor Navigator includes unposted actual labor values even if the Vision plan's Show Unposted Actual Labor option is not selected.
Show Committed PO Expenses Navigator includes consultant and expense charges from committed purchase orders even if the Vision plan's Show Committed PO Expenses option is not selected .
Include in Utilization and Project Reports If a project is mapped to multiple Vision plans and this option is selected in Vision, 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 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 vendor.
  • Planned expense rows are combined when they are moved up under the same WBS ID and have the same account and vendor.
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.