Certain options and utilities in
Vision have an impact
iAccess data.
Field | Description |
: Include in Utilization and Project Reports
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If a project is mapped to multiple
Vision plans and this option is selected on the plans, the
iAccess totals are the combined value of the plans mapped to the project.
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: Enable Phases/Tasks
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If you run a key conversion to start using the phase or task level for a project with
an iAccess plan, existing planned resource rows are moved down to the new lowest level.
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: Disable Phases/Tasks
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If you run a key conversion to stop using the phase or task level for a project with
an iAccess plan, the following occurs:
- Existing planned labor, expenses, and consultants resource rows at the lower level are moved up in the WBS.
- Planned labor rows for the same resource are combined when moved up under the same WBS ID.
- Planned consultant rows are combined when they are moved up under the same WBS ID and have the same account and consultant name.
- Planned expense rows are combined when they are moved up under the same WBS ID and have the same account and vendor.
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When you use the Search and Replace utility to run a search-and-replace process on the Project Planning application area,
iAccess plans are excluded from the Plan Lookup.
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