Create a New Plan in Vision Navigator

If you want to use Vision Navigator to maintain a project's plan, create the plan in Vision Navigator.

You can create a plan in Vision Navigator if a current plan does not exist in Vision Project Planning. You must also have Full or Add/Modify access rights to Project Planning on the Record Access tab in Vision Role Security.

To create a plan in Vision Navigator, complete the following steps:

1. Open a project in Vision Navigator and click the Planning tab.
2. On the Planning grid, check the state indicator. If the indicator is , there is not an existing plan for the project and you may continue to step 3. If it is , there is already a Vision plan for the project. If the indicator is any other color, there is an existing Vision Navigator plan for the project.
3. Click the Create Plan option. Vision Navigator prompts you to confirm creation of the plan.
4. Click Yes. The new plan is automatically checked out to you, and the project's indicator changes to green . Vision Navigator populates fields on the plan record based on the project's data.
5. Complete the fields on the Planning and Resource grids for each level of the project's Work Breakdown Structure. The plan's indicator is orange until you save your edits.
6. Click Save on the command bar. The plan's indicator changes to blue to indicate saved changes.