Plan Road Map
Each organization has their own process for tracking an opportunity from its earliest stages until it becomes a completed project.
For example, prospective project is advertised by company or government agency. Your firm creates a marketing opportunity and a Project Manager creates an opportunity plan and/or a fee proposal. After your firm wins the project, you create a project in Vision and create a detailed project plan to establish the baseline budget and to manage the project. You can create a project plan template from historical data, to aid in developing future opportunity plans.
The actual steps for developing a project plan within this process are consistent:
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Create a plan record.
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Create the WBS for the plan.
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Schedule the plan.
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Budget the plan — assign resources, expenses, and/or consultants.
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Click Save.
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Map the plan to Info Center records.
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Save the baseline version of the plan when the client signs the contract.