Change a Vision Plan to a Vision Navigator Plan

You can change a Vision plan to a Vision Navigator plan. You must then use Navigator to update the plan, and save and publish the plan back to Vision. After you publish, data is shared and both systems display the same plan information. You must make subsequent updates in Navigator; data synchronizes automatically between Navigator and Vision.

To change a Vision plan to a Navigator plan, complete the following steps:

1. Select a project.
2. Click the Planning tab.
3. Check the plan indicator to confirm that the plan's status is Vision plan.
4. Click Convert to Navigator Plan. When the plan is converted, any non-labor planned values in Vision are removed from the Navigator plan.
5. Click Publish to publish the plan.