Other Important Vision Numbers
In addition to the main components that you use to create your work breakdown structure, you must establish a structure for other important numbers or codes used throughout Vision.
Number | Description |
---|---|
Client |
Clients are the companies for which you complete your
projects.
Client numbers are numbers associated with
clients in
Vision.
The use of client numbers is optional in the Planning, Accounting, and Time and Expense applications. |
Opportunity | An opportunity record stores information about potential projects, including names, addresses, phone numbers, related activities and files, current opportunity status, opportunity team members, project codes, and opportunity contacts. |
Employee | Employees are those people at your firm who complete the work on a
project. Each employee must have an employee number.
This number is used throughout Vision to track the employee's labor charges, client contact information, project participation, expense charges, payroll information, billing rates, and more. |
Unit | Units are goods or services that are billed at the same rate for most or all of your
projects.
Units are used in the Accounting application to bill expenses to projects, cost expenses to projects, or both bill and cost expenses to projects. Units can also be used in the Planning application. Units are established firm-wide. |
Unit Table | Unit tables are groupings of units that apply to specific
projects. Unit tables are established on a
project-by-project basis.
Unit tables are used by the Accounting application and can also be used in the Planning application. |
Vendor | Vendors are the people or businesses from whom your company acquires the materials and services needed to complete projects. If you use vendors with Client Relationship Management (CRM) and Proposals, the term "vendor" may be used to represent someone who does work for you, such as a contractor or consultant. |
Plan |
A project or opportunity plan is the backbone of the Planning application. You do not establish firm-wide guidelines for plan numbers. You establish a plan number individually for each plan that you create. |