Create a New Plan

You can create a new plan from scratch at any time.

To create a new plan, complete the following steps:

1. From the Vision Navigation menu, click Planning > Project Planning.
2. On the Project Planning form, click New > New Plan.
3. In the Plan Name field on the General tab, enter an identifier.
4. In the Start Date field, specify the start date for the plan.

   By default, Vision sets the start date for Monday of the week in which you create the plan. You can enter a new date or click and select a date.

5. Enter data on all tabs of the Project Planning form.
6. Click Save.