Creating Plans in Vision Navigator Overview
In Vision Navigator, you can create a new plan or convert an existing Vision plan into a Navigator plan. When you publish the new plan to Vision, both Navigator and Vision have the same plan information.
- 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. - Check a Plan's State
Vision Navigator plans include indicators that change color to reflect the plan's status. - Shift Calendar Dates
As plans evolve, you can shift planning dates on the work breakdown structure. When you shift calendar dates, your plans remain accurate and up-to-date over the course of the project life cycle. - Refresh Project Rates
When you refresh project rates, Vision Navigator calculates the employee and/or generic resource planned cost and/or billing values and uses the new rates for the resource's planned values. - 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. - Plan State Indicators
The Actions button on the Planning tab acts as the indicator for the state of the Vision Navigator plans. Refer to the indicator to determine the current state of the plan. As you update the plan, the indicator changes color to reflect the state. For example,
blue indicates that a Navigator plan is not yet published. When the plan is published, the indicator changes to
green and the label updates to reflect the state.
- Planning Command Bar
If your Vision Security role allows you to add plans in Project Planning, the Command Bar displays on the Planning tab when you click the Actions button. Use the Command Bar to work with the plan, including create new, check out, and save.
Parent topic: Planning Grid Procedures