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:
- From the Vision Navigation menu, click .
- 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.
-
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.
- Complete the fields in the row.
- Click Save.