Create a Top-Down Plan and Convert it to a Project Plan
If you enter a plan's information on the Top-Down Planning tab of Project Planning, you can convert the top-down plan to a project plan.
Prerequisites: You must select Allow to Update Plan Labor in the Top-Down Plan section of the Planning Tab of Roles Security for the role logged into Vision.
To convert a top down plan to a project plan, complete the following steps:
- From the Vision Navigation menu, click .
- On the Project Planning form, click the Top-Down Planning tab.
- Enter information on the Top-Down Budget grid and the Generic Resources grid.
- Click Save.
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If you want to convert the top-down plan to a project plan, click the
Update a Labor Plan button.
The plan's information populates on the other tabs of the Project Planning form.
After you convert your top-down plan information to a project plan, you can replace the generic resources with named resources.