Options available in Vision Planning can change if you are using Vision Navigator.
When you use Navigator, the following conditions are true in Vision Planning:
- The
Copy Current Plan option is disabled if you have a Navigator plan open.
- The
Select Plans to Copy option displays a message stating that you cannot copy the plan.
- The Select Plans to Delete option does not allow you to delete a Navigator plan in Vision. You must delete the plan in Navigator.
- The
New Plan from Existing Project
option does not allow you to create a new Vision plan for a project that already has a Vision Navigator plan. You cannot merge a Vision plan with a Navigator plan.
- The
New Plan from Existing Opportunity option does not allow you to use a Vision Navigator plan as a template.