Create a New Unit Table

Use the Unit Info Center to create new unit tables.

If Vision detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To create a new unit table, complete the following steps:

1. From the Vision Navigation menu, click Info Center > Units.
2. Click New and select New Unit Table to open a new unit table record.
3. In the Unit Table field, enter the name for the new unit table.

   • To apply the unit table to a specific project, enter the project number.

     When you select the project in Units Transaction Entry, Vision displays the associated unit table in the Table field.

   • To apply the unit table to multiple projects, enter an alphanumeric name for the table. When you select a project in Units Transaction Entry, the Table field remains blank. Click the drop-down list in the Table field and select the appropriate table name.

   • If you enter an alphanumeric name for the unit table, you can associate the unit table with one or more projects using the Unit table field on the Accounting tab of the Project Info Center (at a project's chargeable WBS level). When you select an associated project in Units Transaction Entry, Vision displays the unit table in the Table field.

4. Select a Cost Currency and a Billing Currency for the unit table.
5. Use the Units form or the Units dialog box to insert the units associated with the unit table.
6. Click Save.