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.
Opportunity Field | Plan Field |
---|---|
Opportunity General Tab |
Project Planning General Tab |
Opportunity Name | Plan Name |
Opportunity Number | Plan Number |
Organization | Organization |
Estimated Start Date | Start Date |
Estimated Completion Date | End Date |
Primary Client | Client |
Principal-in-Charge | Principal-in-Charge |
Project Manager | Project Manager |
Supervisor | Supervisor |