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These help topics provide information about key concepts and components to help you create and review project plans in iAccess.

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  • Initial Settings for New Plans
    When you create a new plan, iAccess uses project data as the basis for the initial plan data. Many of these values are set internally for the plan, but are not visible in iAccess. You can review the settings in Vision Project Planning.
  • Initial Settings for Expenses
    When you create a new plan or convert an existing Vision plan, iAccess uses expense data as the basis for the initial plan data. Many of these values are set internally for the plan and are not visible in Vision.
  • Initial Settings for Consultants
    When you create a new plan or convert an existing Vision plan, iAccess uses consultant data as the basis for the initial plan data. Many of these values are set internally for the plan and are not visible in iAccess.
  • Changes Made to Vision Project Planning if iAccess Plans Are In Use
    Options available in Vision Project Planning can change if you are using iAccess.
  • 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.
  • Project Charge Types and iAccess Plans
    Vision projects have one of three charge types. A project's charge type determines the expense types that are used on the iAccess Expenses page of the Planning tab.
  • Security Settings and Labor Costs
    The security settings in Vision for labor cost rates and amounts impact how cost data is displayed within different levels of the project's work breakdown structure (WBS) on the Labor page of the Planning tab in iAccess.
  • Unmapped Rows in Vision Plans
    The Planning grid displays the work breakdown structure (WBS) levels for a project: project, phases, and tasks. WBS elements (the individual phases, for example) must contain an identifier, which is how the project maps to a plan.
  • Conditions in Which You Cannot Convert a Vision Plan
    Certain conditions in a Vision plan prevent the conversion to an iAccess plan.
  • Plan Data and the Multicurrency Feature
    If your firm uses the Multicurrency feature in Vision, the project and billing currencies that are selected in Vision are also applied in iAccess.
  • Budget Types for Projects Without a Plan
    When you view a project in iAccess that does not have an existing plan, the Overview and Planning tabs display the project's amounts at cost or billing based on the default budget type that is assigned in Vision Plan Settings.
  • Why Change an iAccess Plan to a Vision Plan?
    You can create plans in Vision or in iAccess. You may want to change an iAccess plan to a Vision plan if your plan is complex.
  • Vision Features That Are Impacted When the Vision Resource Planning Module Is Not Installed
    You can use iAccess to create and edit plans even when you do not have a license for the Vision Resource Planning module. However, doing so impacts certain areas in Vision.
  • Work Breakdown Structure (WBS) on the Planning Grid
    The Planning grid displays the different levels of a project, which are collectively referred to as the Work Breakdown Structure (WBS). This structure, which you establish in Vision, can have three levels.
  • Reimbursable Consultants Billing Markup Field
    When you display the Consultants page on the Planning tab, the Reimb. Consultant Billing Markup field displays above the charts on the Planning toolbar and shows the reimbursable consultants billing markup rate method for the plan.
  • Reimbursable Expenses Billing Markup Field
    When you display the Expenses page on the Planning tab, the Reimb. Expense Billing Markup field displays above the charts on the Planning toolbar and shows the reimbursable expenses billing markup rate method for the plan.
Parent Topic: Project Management Planning Tab