Map User Defined Fields and Grids

Use the Mapping tab to map user-defined fields and grid information. These mappings are used for actions such as creating a project from an opportunity.

Prerequisite: If you are new to mapping fields, review Guidelines for Mapping Fields before you continue.

To map fields and grids, complete the following steps:

1. From the Vision Navigation menu, click Configuration > General > User-Defined Components.
2. On the User-Defined Components form, click the Mappings tab. Because you map between specific Info Centers and applications, the Application field does not apply to this tab.
3. Click Insert.

   Vision inserts a new row. Each row represents a mapping of either fields or grids between any combination of Opportunity Info Center, Project Info Center, and Project Planning.

4. Complete the fields in the row.
5. Click Save.