Print a Plan Record

You can print plan information from Project Planning.

If your firm uses the Deltek First Vision Essentials cloud version of Vision, the Print option is not available. You can preview reports onscreen and then print the reports from the Preview window.

To print plan information, complete the following steps:

  1. From the Vision Navigation menu, click Planning > Project Planning.
  2. From the Print menu, select one of the following options to display the Planning Report dialog box:
    Option Description
    Print Current Plan You can print the current plan record.
    Print Active Group You can print a group of project plan records retrieved by running a new or saved query.
    Select Plan to Print You can select the plan you want to print.
    Print Top Project You can print the top project mapped to the plan.
  3. Select the type of report that you want to generate.