Planning Grid Concepts
If you are new to Vision Navigator, you may want to review information about initial plan settings, how security access rights affect plan creation, and so on.
- Initial Settings for New Plans
When you create a new plan, Vision Navigator uses project data as the basis for the initial plan data. Many of these values are set internally for the plan, but are not visible in Navigator. You can review the settings in Vision Project Planning. - Security Access Rights and Plan Creation
Your Vision Security rights and assigned role dictate the features that you can access when you use Vision Navigator. - Vision Settings and Actions that Affect Data that Displays in Navigator
Vision settings and actions impact the information that displays on the Navigator Dashboard and the Navigator Planning tab. - Why Change a Navigator Plan to a Vision Plan?
You can create plans in Vision or in Navigator. - Changes Made to Vision Project Planning if Vision Navigator Plans Are In Use
There are conditions in which you cannot convert a Vision Navigator plan to a Vision plan. - How Plan Data Synchronizes
You can create a plan in either Navigator or Vision. After you create plans, you can share plan data between the two applications and have the data synchronize automatically. - Work Breakdown Structure (WBS) on the Planning Grid
The Planning grid displays the different levels of a project, which are collectively referred to as the Work Breakdown Structure (WBS). This structure, which you establish in Vision, can have three levels. - Unmapped Rows in Vision Plans
The Planning grid displays the different levels of a project, which are collectively referred to as the Work Breakdown Strucure (WBS). Every WBS element must then contain an identifier, which is how the plan maps to a project.
Parent topic: Planning Grid Overview