How Plan Data Is Synchronized

You can create a plan in either iAccess or Vision. After you create plans, you can share plan data between the two applications, and the data is synchronized automatically.

Not all plan fields that are maintained within a Vision plan are displayed or maintained in iAccess. When a Vision plan is converted to an iAccess plan, the Vision plan's data is synchronized with the project. iAccess stores the additional Vision fields in data tables that are not visible within iAccess; however, if you own the Vision Resource Planning module, you can view these fields in Vision Project Planning.

Whenever a change is made to key fields in the Project or Opportunity Info Centers, the iAccess plan is updated. In addition, whenever the iAccess plan is published or reverted, plan data is synchronized between Vision and iAccess. When you create an iAccess plan or convert a Vision plan to an iAccess plan, the system updates the following plan values with a default setting. For all but the exceptions noted below, when a change is made later to the default setting, the plan value is updated to match.

Plan Value	Default Setting
Plan Name	Project Name
Plan Number*	Project Number
Start and End Dates	Project's Initial Dates, Start and Completion Dates, and Estimated dates. If only one date exists, it is assigned as both the Start and End dates. If neither exists, tomorrow's date is assigned to both dates. These dates also default into the Planning grid when a new iAccess plan is created; however, they are not affected by subsequent changes to the dates in the Project Info Center.
Calendar Scale	Defined in the iAccess Plan Settings dialog box. If your firm uses the Vision Multicompany feature, the default scale is defined in the project company's Plan Settings.
Starting Day of Week*	Monday
Budget Type*	Cost and Billing
Include in Utilization and Project Reports*	This option is selected.
% Complete Formula*	JTD/(JTD+ETC)
Show Unposted Actual Labor*	This option is selected.
Show Committed PO Expenses*	This option is selected.
Available to Other Users*	This option is selected.
Status*	Active
Planned Revenue: Labor Multiplier Type*	Planned Ratio
Planned Revenue: Reimbursable Method*	Billing
ETC/JTD Date Basis*	Today's Date
Opportunity*	Project's Opportunity
Primary Client*	Project's Primary Client
Principal*	Project's Principal
Supervisor*	Project's Supervisor
Project Manager	Project's Project Manager
Probability from Opportunity, if the project is linked to an opportunity*	Probability on Project's Opportunity
* Not visible in iAccess.