Field Mapping for Top-Down Plans and Project Plans
When you convert a top-down plan to a project plan, Vision maps the fields to capture the appropriate data.
| Top-Down Planning Tab Fields | Project Planning Tabs and Fields |
|---|---|
| Plan Name | General Tab: Plan Name |
| Top Down Fee | Labor Tab: Planned Fee |
| Description | Labor Tab: Description |
| % of Fee | |
| Amount | Labor Tab: Planned Billing |
| Category | |
| Rate | |
| Hours | Labor Tab: Planned Hrs |
| # of People | |
| Start Date | General Tab: Start Date; Labor Tab: Start Date |
| End Date | General Tab: End Date; Labor Tab: End Date |