Creating Plans in Vision Navigator Overview

In Vision Navigator, you can create a new plan or convert an existing Vision plan into a Vision Navigator plan. You can then publish the new plan to Vision so that Vision Navigator and Vision have the same plan information.

Create a New Plan in Vision Navigator
If you want to use Vision Navigator to maintain a project's plan, create the plan in Vision Navigator.
Check a Plan's State
Navigator plans include indicators that change color to reflect the plan's status.
Shift Calendar Dates
As plans evolve, you can shift planning dates on the work breakdown structure. When you shift calendar dates, your plans remain accurate and up-to-date over the course of the project life cycle.
Refresh Project Rates
When you refresh project rates, Vision Navigator calculates the employee and/or generic resource planned cost and/or billing values and uses the new rates for the resource's planned values.
Change a Vision Plan to a Vision Navigator Plan
You can change a Vision plan to a Vision Navigator plan. You must then use Navigator to update the plan, and save and publish the plan back to Vision. After you publish, data is shared and both systems display the same plan information. You must make subsequent updates in Navigator; data synchronizes automatically between Navigator and Vision.
Plan State Indicators
The Vision Navigator plan's state indicators display on the Planning tab. Use these indicators to determine the current state of the plan.
Planning Command Bar
If your Vision Security role allows you to add plans in Project Planning, the Command Bar displays on the Planning tab when you check out the plan and then click the Plan State Indicator. Use these options to create a new plan or to work with the plan that is currently displayed.

Parent topic: Planning Grid Procedures