Optional Vision Modules
You have the option of purchasing and implementing additional modules.
Area | Description |
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Connect for Microsoft Outlook | Use this add-in software to perform some common Customer Relationship Management (CRM) tasks in Microsoft Outlook®. With Connect for Microsoft Outlook, you can manage Vision business appointments, email messages, clients, and contacts as well as Vision activities, vendors, and opportunities, all from Outlook. |
Document Management | Document Management provides a Web-based document collaboration platform, where you can store, share, and collaborate on a set of documents for every project, employee, client, contact, opportunity, or other key Vision record. |
Performance Management | The Performance Management module comes in two editions — one with graphical dashboarding and one without it:
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Navigator | Use this application to manage complex projects through a streamlined application. Navigator offers real-time planning, budget, invoice, and reporting statistics that are optimized to follow best practices for project planning. At the same time, Navigator uses simplified analysis tools that allow you to quickly identify and act on project performance issues or risks. |
Visualization | This is a legacy module that is no longer available as a standalone module. The Visualization feature in Vision Reporting enables you to utilize graphical heat/tree maps to metrics for your projects, project plans, and opportunities. |
Parent Topic: Getting Started