When You Win the Contract - Mapping the Plan

When the client signs the contract agreeing to the work laid out in a plan, you must check the plan settings to make sure that they are still valid. You can also add new elements to the plan's Work Breakdown Structure (WBS), change generic resources to named resources, and so on.

If you use the Vision Accounting and Info Center applications, you can map elements of your plan's WBS to project records. This supports the reporting of actual hours and costs in your plan.

Related Topics:

  • Checklist: When You Win the Contract
    You may find it helpful to review the general steps to follow when you make the transition from a proposed plan to an "active" plan (one for which you have a signed contract).
  • What is Mapping?
    Mapping is a way of integrating the two Work Breakdown Structures (WBS) in Vision — the firmwide WBS specified in the Project Info Center and the plan-specific WBS you build for a plan — to support reporting actual labor hours, labor amounts, expenses, and consultant amounts.
  • Guidelines for Building a WBS
    Refer to these guidelines when you create a work breakdown structure (WBS) for a plan.
  • Work Breakdown Structure (WBS) Mapping Rules
    To create projects from plans, you must use the same WBS structure for projects and map your plan WBS to your project WBS. There are several rules that apply when mapping WBS information
  • Plan Level Fields
    You use Plan Level fields withWBS Element fields on the Default WBS Mapping dialog box to establish how data summarizes in your work breakdown structure.
  • Probability Settings and Resources
    Each plan record carries a probability setting. This setting represents the probability that the plan will win a contract and become a project.
  • Actual Values on Plans
    To report actual values on the grids throughout Project Planning, you must map the plan and post data through the appropriate transaction posting mechanisms in the other Vision applications.
  • Procedures for Mapping Plans
    After you create a work breakdown structure for your plan, you can map it to a project.
Parent Topic: Project Planning Overview