Projects and Plans

You can create a new project that is based on an existing plan that you created in the Vision Planning application.

Guidelines when you create a new project from a plan:

  • A project can exist without a corresponding plan.

  • A project can have a maximum of three levels: Project, Phase, Task. A plan can have an unlimited number of levels.

  • You can create a project from a plan and you can create a plan from a project. In both cases you use WBS mapping on the Labor grid of Project Planning to map them to each other. Every WBS element must contain an identifier or the plan will not map correctly to the project.

  • A plan is mapped when you complete the WBS Level, Project, Phase, and Task fields on the Labor Grid of Project Planning.

  • You can map a plan to either an existing project or to a project that is not yet created. When a plan is mapped to a to-be-created project, you can create the project using existing plan information. However, the plan must be fully mapped and the mapped Project, Phase, and Task identifiers must not already exist in the database.