Project Management Basics Overview

Before you begin using Navigator Project Management, refer to the following topics for general information on access rights, data entry, and basic functionality.

Project Management Concepts
If you are new to Vision Navigator, you may want to review information about initial plan settings, data synchronization, how security access rights affect plan creation, and so on.
Selecting Projects on the Project Pane Overview
On the Project pane, use Navigator's search tools to locate the project record that you want to view. You can also assign an image to each project so that projects are easy to identify in the search results list.
Assigning an Image to a Project Overview
To make it easier to identify projects, use the Change Image dialog box to assign an image to each of your project records. This displays for each user who has access to the project.
Creating Plans in Vision Navigator Overview
In Vision Navigator, you can create a new plan or convert an existing Vision plan into a Navigator plan. When you publish a plan to Vision, both Navigator and Vision have the same plan information.

Parent topic: Project Management Workspace Overview