Procedures for Project Records
While the details for working with records vary across Info Centers, the basic procedures are similar.
Related Topics
- Select an Info Center Record
When you want to find an Info Center record, you can use a Lookup, the Quick Find feature, or the Info Center Search dialog box. - Add a New
Project Record
Use the Project Info Center to create new project records. Each project record must have a unique identifier. If you have set up project defaults, values automatically populate some of the fields on the Project Info Center form when you create a new project. - Create a Work Breakdown Structure for a New
Project
You can create a work breakdown structure (WBS) when you create a new project. - Create a New Project from a Plan
Use the Create New Project from Plan feature to create a new project from an existing project plan. This feature is only available if Vision Planning is installed and enabled. The new project inherits the mapped Work Breakdown Structure (WBS), and associated employees, consultants, and expenses from the project plan. - Create a New
Project from a
Project Template
You can create a new project from a project template, which contains a pre-defined Work Breakdown Structure (WBS) as well as pre-defined data values that are transferred to the new project record. - Create a New
Project from an Existing
Project
You can copy an existing project record to duplicate its information, and then edit and save the record to create a new project record. - Create a New
Project from an Opportunity
You can create a new project from an existing opportunity. - Create a New Project from an Opportunity Fee Estimate
You can create a new project from an opportunity fee estimate. If your database is properly configured, you can also create an associated Work Breakdown Structure (WBS) for the project based on the service phases and functional groups defined on the fee estimate. - Create a New
Project from an Opportunity and a
Project Template
You can use a combination of an existing opportunity and a project template to create a new project. - Create a Kona Space for a
Project When You Create the
Project
When you create a project from an existing project, a project template, or an opportunity, Vision can also create a space for the project in Kona Business. - Create a Kona Space for an Existing
Project
From within Vision, you can create a new Kona space and link it to an existing project. - Copy a
Project Record
You can copy the current project record to duplicate the record's information, and then edit and save the record to create a new project record. - Link a
Project to an Existing Kona Space
If you create a space for a project in Kona, you can link that space to the project and then access the space from the Project Info Center when you display the project record. - Modify an Info Center Record
You can modify most Info Center records at any time. The basic procedure that you use to modify records is the same for all Info Centers. - Populate the List or Detail View in the
Project Info Center with Phase and Task Records
Use the Advanced Project lookup to populate the List View or Detail View of the Project Info Center with project, phase, or task (work breakdown structure (WBS) 1, 2, or 3) records. - Create a New Contact Record on the Accounting Tab
When you create a project record, you may become aware that you need to specify a contact that does not yet exist in your database. If this happens, you can create a new contact record via the Accounting tab. - Create a New Client Record on the Accounting Tab
When you create a project record, you may become aware that you need to specify a client that does not yet exist in your database. If this happens, you can create a new client record via the Accounting tab. - Create a New Contract Record on the Contract Management Tab
When you create a project record, you may also need to specify a contract if one does not yet exist in your database. If this happens, you can create a new contract record via the Contract Management tab. - Associate a File with an Info Center Record
You can associate files with Info Center records on the Files grid of any Info Center that allows file associations. - Add an Address to an Info Center Record
You can enter multiple addresses for each client record or vendor record. This can be useful if clients or vendors have more than one office or operating location. You can add an address to a client or vendor record at any time. - Delete an Address from an Info Center Record
You can enter multiple addresses for each client record or vendor record. This can be useful if clients or vendors have more than one office or operating location. You can delete an address from a client or vendor record at any time. - Delete an Info Center Record
When you delete an Info Center record, you permanently remove it from the Vision database. You cannot undo the deletion of an Info Center record. The basic procedure that you use to delete records is the same in all Info Centers. - Managing Project Associations Overview
You can specify relationships between project records and other types of Info Center records on the grids throughout the Project Info Center. For example, to associate a contact with a project, you insert the contact on the Contacts grid of the Clients/Contacts tab in the Project Info Center.
Parent Topic: Project Info Center Overview