Create Project from Plan Dialog Box

Use the Create Project from Plan dialog box to create a new project record from an existing project plan.

Location

To display the dialog box, complete the following steps:

From the Vision Navigation menu, click Info Center Projects.
On the Project Info Center toolbar, click New > Create Project from Plan or Actions > Create Project from Plan.

Field	Description
Plan	Click Search in this field and use the Plan lookup to search for and select the project plan on which the new project will be based.
Charge Type	Use this drop-down list to select the project's charge type: Regular — Regular projects are revenue-producing. Costs charged to regular projects include direct labor, direct expense, and reimbursable expense. Overhead — Overhead projects are not revenue-producing. Cost charged to overhead projects include indirect labor and indirect expense. The total cost of these projects is distributed to regular projects during overhead allocation. Typical overhead projects include, General Overhead, Vacation, Sick Leave, Holiday, and Civic Duty. Overhead projects zero out when you initialize for a new fiscal year. Promotional — Promotional projects are identical to overhead projects. However, Vision does not zero out Job to Date costs when you initialize for a new fiscal year. Use the promotional charge type to track the costs associated with acquiring a new job. If you are awarded the job, you can create a new, regular project and transfer the detail so it can be tracked or billed as part of the project cost.
Merge with Project	Enter a project in this field to merge a plan with an existing project to create a new project. The new project will contain data from both the project plan and the existing project record. If the plan you select is already associated with a promotional project, the associated project displays in this field. However, you can select another project, if necessary. Click Search to open the Project lookup and select the existing project that you want to merge with the plan.

Field

Description

Plan

Click

Search in this field and use the Plan lookup to search for and select the project plan on which the new project will be based.

Charge Type

Use this drop-down list to select the project's charge type:

Regular — Regular projects are revenue-producing. Costs charged to regular projects include direct labor, direct expense, and reimbursable expense.
Overhead — Overhead projects are not revenue-producing. Cost charged to overhead projects include indirect labor and indirect expense. The total cost of these projects is distributed to regular projects during overhead allocation. Typical overhead projects include, General Overhead, Vacation, Sick Leave, Holiday, and Civic Duty. Overhead projects zero out when you initialize for a new fiscal year.
Promotional — Promotional projects are identical to overhead projects. However, Vision does not zero out Job to Date costs when you initialize for a new fiscal year. Use the promotional charge type to track the costs associated with acquiring a new job. If you are awarded the job, you can create a new, regular project and transfer the detail so it can be tracked or billed as part of the project cost.

Merge with Project

Enter a project in this field to merge a plan with an existing project to create a new project. The new project will contain data from both the project plan and the existing project record. If the plan you select is already associated with a promotional project, the associated project displays in this field. However, you can select another project, if necessary.

Click Search to open the Project lookup and select the existing project that you want to merge with the plan.

Create Project from Plan Dialog Box

Location

Contents