Change an iAccess for Vision Plan to a Vision Plan

You can create plans in either Vision or in iAccess for Vision. If you create a plan in iAccess for Vision, you can only view the plan's information in Vision. However, you have the option to change where you will maintain a project’s plan.

To change a plan created in iAccess for Vision to a Vision plan, complete the following steps:

1. Open the plan record in Vision. The plan displays with the following text: Planned in iAccess...
2. On the toolbar, click Actions > Convert iAccess Plan to Vision Plan. After confirming that you want the change, the iAccess for Vision plan is changed to a Vision plan and can only be maintained in Vision.