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 the project does not have an existing plan 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. The Actions button displays. This button changes color to indicate the state of the plan. For example, the button is gray and displays No plan exists when there is no plan created for the current project.
2. Click the Actions button to open the Actions menu.
3. On the Planning grid, check the state indicator. If it says , there is not an existing plan for the project and you may continue to step 3. If it says , 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.
4. Select the Create Plan option from the Actions menu. Vision Navigator prompts you to confirm creation of the plan.
5. 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.
6. Complete the fields on the Planning and Resource grids for each level of the project's Work Breakdown Structure. As you enter data in the fields, the plan's indicator changes to orange until you save your edits.
7. Click Save on the command bar. The plan's indicator changes to blue to indicate saved changes.