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