Vision Features that are Impacted When the Vision Resource Planning Module is Not Installed
You can use Vision Navigator 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.
Your access to these features depends on your Vision Security rights.
| Security | |
| Record Access tab of Role Security | The Project Planning row displays in the Application Record Access grid and defaults to Read Only access with no row level security. |
| Planning tab of Role Security | The Allow Changes to Baseline and Allow Changes to Rate/Method Tables are the only options that display. |
| Access Rights tab of Role Security | The Planning options are hidden in the Application lists. |
| Role Summary Report | Planning-related data displays. |
| Reporting | |
| Project Reporting | These reports display both Vision Navigator data and Vision Planning-related data: Consultant Ledger, Expense Summary, Labor Summary, Office Earnings, Project Earnings, Project Progress, and Project Summary. |
| Project List | The Budget Source options that are available are Budget Worksheet and Project Planning. |
| Employee List | The Utilization Ratio column displays. |
| Configuration | |
| Plan Settings include Calendar Scale, Hours Decimals, Overhead %, Labor Cost and Billing Rates. | |
| Generic Resources are available. | |
| Info Centers | |
| General tab of Project Info Center | The Plan and the Utilization Ratio fields display. |
| Time and Expense tab of Project Info Center | The budget-related fields display. |
| Analysis Cubes | |
| All Cubes | Planning data remains available in Analysis Cubes. |
| Project Review | |
| Budget Source | The Budget Source options that are available are Budget Worksheet and Project Planning |
| Utilities | |
| Key Conversions | The Generic Resources Key Conversion Utility is accessible. |
| Time and Expense | |
| Timesheet | When you use Vision Navigator with Vision 7.0, the Copy from Planning and Show Planned Hours options display and the Labor Category column is enabled. |
| Vendor Lookup | Planning fields display. |