Guidelines for Creating a Project from a Plan

You can create a project from an existing plan record.

• A project can exist without a corresponding plan, and a plan can exist without a corresponding project.

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

• You can create both a project from a plan, and a plan from a project, but you must use WBS mapping on the Labor grid of Project Planning to map them to each other. In each of these cases, you must enter an identifier that matches the identifier of an existing record in the Vision database. You can enter an identifier directly, or click Search to use the Lookup dialog box for the field. Every WBS element must contain an identifier, or the plan will not map correctly to the new project.

• A plan is said to be "fully mapped" when it has the WBS Level, Project, Phase, and Task fields filled out on the Labor Grid of Project Planning.

• Since both the plan and the project can exist independently, a plan can be mapped to either an existing project, or a "to-be-created" project. 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 IDs must not already exist in the database.

• If you want to link an existing plan to an existing project, you must also use .

• When you create a plan from a project, you have the option to set the mapping information or to leave the plan disassociated from the project.