Guidelines for Creating Plans

If you are new to Project Planning, you may want to review guidelines for creating plans from other plans, projects, and opportunities before you complete any of those procedures.

Related Topics

Guidelines for Copying an Existing Plan
You can base your current plan on a historical plan if the current opportunity or project is similar in scope and resource requirements to a plan your firm developed in the past.
Guidelines for Creating a Plan from a Project
You can create a new plan from one or more existing projects that are similar in purpose and scope.
Basing Plans on Projects Imported from Other Sources
Some projects that serve as the basis for a plan may have originally been imported into Vision. If the imported project has more than three project levels, Vision imports the project's entire structure as individual projects. The project and sub-project relationships are determined by assigned project numbers.
Guidelines for Creating a Plan from an Opportunity
If you use Vision CRM, you can create a new plan from an opportunity that exists in the Vision database. You can base a new plan on an opportunity that is similar in purpose and scope.
Plan Fields Based on Opportunity
When you create a new plan based on an existing opportunity, Vision carries over the opportunity fields into the plan.
Guidelines for Creating a Project from a Plan
You can create a project from an existing plan record.

Parent Topic: Creating Plan Records