Open a Plan

You can open any plan for which you have the appropriate security rights.

If you do not have Full Access to Labor Cost Rates/Amounts, you cannot see a plan with a cost rate method based on employee provisional rates.

To open an existing plan, complete the following steps:

1. From the Vision Navigation menu, click Planning > Project Planning to display the Project Planning form.
2. Click beside the Search field on the Project Planning form.
3. On the Plan Lookup dialog box, select one or more plans and click Select.

   • If the plan that you select already contains resource, expense, and/or consultant assignments, Vision displays them in the sequence they were entered.

   • If the plan that you select is already mapped to Accounting or Info Center records, actual values from both posted and unposted transactions are displayed in Labor, Expense, Consultant, and Summary grids when you retrieve the plan.

   • If another user currently has the selected plan open, you only have read access to the plan until the other user checks it in again.