Map the Plan to an Existing Project Record

When you map a plan to an existing project, you map parts of the plan to specific parts of the project.

To map a plan to an existing project record, complete the following steps:

1. From the Vision Navigation menu, click Planning > Project Planning.
2. Open a plan record.
3. Click the Labor tab.
4. From the drop-down list for the WBS Level field, select one of the WBS element types for the top-level element in your WBS.
5. Make a corresponding entry for the WBS element in the Project, Phase, Task, or Labor Code field, as appropriate.

   Every WBS element must contain an identifier, or the plan will not map correctly to the project. You must enter an identifier that matches the identifier of the existing project record.

6. Repeat steps 4 and 5 to map the project, phases, tasks, and labor codes (if any) for your plan.
7. Make resource assignments and simultaneously map the assignments to employee records in the Info Center.

   You must do this if you want actual hours from employee timesheets passed into the plan's Job to Date labor hours and amounts fields.

8. Click Save.