Initial Settings for New Plans

When you create a new plan, Vision Navigator 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 Navigator. You can review the settings in Vision Project Planning.

Plan Value	Default Setting
Plan Name	Project Name
Plan Number*	Project Number
Start and End Dates	Project's Initial Dates: Start and Completion Dates: Estimated dates. If only one date exists, it is assigned as both the start and end dates. If neither date exists, tomorrow's date is assigned for both dates.
Calendar Scale	Defined in Vision's Plan Settings. If your firm uses Vision Multicompany feature, the default scale is defined in the project company's Plan Settings.
Starting Day of Week*	Monday
Budget Type*	Cost and Billing
Include in Utilization and Project Reports*	This option is selected.
% Complete Formula*	JTD/(JTD+ETC)
Show Unposted Actual Labor*	This option is selected.
Show Committed PO Expenses*	This option is selected.
Available to Other Users*	This option is selected.
Status*	Active
Planned Revenue: Labor Multiplier Type*	Planned Ratio
Planned Revenue: Reimbursable Method*	Billing
ETC/JTD Date Basis	Today's Date
Opportunity	Project's Opportunity
Primary Client	Project's Primary Client
Principal	Project's Principal
Supervisor	Project's Supervisor
Project Manager	Project's Project Manager
Probability from Opportunity, if project is linked to an opportunity	Probability on Project's Opportunity
* Not visible in Vision Navigator.