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.

To convert a Vision plan to a Navigator plan, complete the following steps:

1. Open a project that has a Vision plan in Vision Navigator and click the Planning tab. The Actions button displays. This button's label changes when there is only one action that can be taken. The button and the associated plan state text change color to indicate the state of the plan. When the project has a Vision plan, the button label changes to Convert and is gray. The plan state text says Vision Plan when the plan is maintained in Vision.
2. Click the Convert button to convert the plan. The Convert to a Navigator Plan dialog box displays.
3. Before you convert a Vision plan, review the changes that will occur to ensure there are not any discrepancies with data. When you perform a conversion, the Synchronize Fees from Plan to Project option (that is set in Vision Plan Settings) does not apply to Vision Navigator Plans. Also, the EV Pct is set to zero on Vision Navigator Plans. The following fields are changed during the conversion to align them with Navigator planning.

   Vision Location	Fields:	Field Set To:
   General tab of Project Planning	% Complete Formula	JTD/(JTD + ETC) % Complete Cost is recalculated % Complete Bill is recalculated
   	Planned Revenue Fields	Labor Multiplier Type = Planned Ratio Reimbursable Method = Billing
   	Show Unposted Actual Labor	Selected
   	Show Committed PO Expenses	Selected
   	Available to Other Users	Selected
   	Status	Changed to match Project Status defined in the Vision Project Info Center.
   Labor tab of Project Planning	Comp, EV Pct, Cons. Fee, Reim. Allow., Comp. Bill, Cons. Bill, Reim. Bill, Total Comp., and Total Comp. Bill fields	These amounts are set to zero when converted to a Navigator plan.
   Rates tab of Project Planning	Generic Method, Labor Cost Rates fields, Labor Billing Rates fields, Calculate Consultant Billing Amounts option and fields	Navigator Plan Settings fields set to match.
   Options Menu	Accordion Calendar Format	Starting Day of Week is set to Monday Time-phased data is adjusted to show for correct week or bi-weekly view.

   Note: The conversion is stopped when:

   • The Use Billing Currency not Project Currency option is selected in Vision Configuration > Accounting > System Settings, and Plan Billing currency does not equal Project Billing Currency, or Plan Cost currency does not equal Project Cost Currency.
   • The Use Billing Currency not Project Currency option is not selected, and the Plan Cost Currency does not equal the Project Cost Currency.
   • Consultants are planned at the phase level for phase 1, and the task level at phase 2. Because some consultants are planned at the middle level, and some at the lowest level, you must manually combine them and roll them up to the higher level before converting the plan.
4. Click the Convert button convert the plan to a Navigator plan.