Change a Vision Plan to a Vision Navigator Plan

When you are also using the Vision Resource Planning module, you can convert a plan that was originally created in Vision to a Vision Navigator plan. This simplifies data entry, but requires that all subsequent plan updates be made in Navigator. You can then save and publish the plan back to Vision. After you publish, data synchronizes between the two applications and both display the same plan information.

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

1. Open a project in Vision Navigator and click the Planning tab. The Actions button displays. This button changes colors to indicate the state of the plan. For example, the button is gray and displays Vision Plan when the plan is maintained in Vision.
2. Click the Actions button to open the Actions menu and view the Convert to Navigator option.
3. Before you convert a Vision plan, review the changes that will occur to ensure there are not any discrepancies with data. when you perform a conversion, the Synchronize Fees from Plan to Project option (that is set in Vision Plan Settings) does not apply to Vision Navigator Plans. Also, the EV Pct is set to zero on Vision Navigator Plans.

   Vision Location	Fields:	Field Set To:
   General tab of Project Planning	% Complete Formula	JTD/(JTD + ETC) % Complete Cost is recalculated % Complete Bill is recalculated
   	Planned Revenue Fields	Labor Multiplier Type = Planned Ratio Reimbursable Method = Billing
   	Show Unposted Actual Labor	Selected
   	Available to Other Users	Selected
   	Status	Changed to match Project Status defined in the Vision Project Info Center.
   Labor tab of Project Planning	Comp, EV Pct, Cons. Fee, Reim. Allow., Comp. Bill, Cons. Bill, Reim. Bill, Total Comp., and Total Comp. Bill fields	These amounts are set to zero when converted to a Navigator plan.
   Options Menu	Accordion Calendar Format	Starting Day of Week is set to Monday Time-phased data is adjusted to show for correct week or bi-weekly view.
   General tab of Configuration » Planning » Plan Settings	Synchronize Fees from Plan to Project	If selected, Vision Navigator Plans do not honor this setting and the fee will not synchronize for plans that are converted from Vision to Navigator. This option is only valid for Vision Plans.
   	Navigator Calendar Scale option	This is set to Weekly or Biweekly.

   Note: The conversion is stopped when:

   • The Use Billing Currency not Project Currency option is selected in Vision Configuration » Accounting » System Settings, and Plan Billing currency does not equal Project Billing Currency, or Plan Cost currency does not equal Project Cost Currency.
   • The Use Billing Currency not Project Currency option is not selected, and the Plan Cost Currency does not equal the Project Cost Currency.
4. Click Convert to Navigator.