Creating "Template" Plans

A forum for Deltek Vision Project Planning & Resource Management.
mdiaz1209
Posts: 2
Joined: Tue Nov 17, 2009 7:44 pm
Brief Company Description: Architectural firm based out of Phoenix
Deltek Vision Version: 6.1
Number of Employees: 49
Company Position: Business Manager
Vision Modules: CRM, Accounting, Project Planning
Number of Offices: 0
Year Vision Installed: 2008

Creating "Template" Plans

Postby mdiaz1209 » Wed Apr 21, 2010 6:53 pm

I have gone through all the trouble of setting up a Template project plan that has all the settings defaulted as well as the structure of the plan. When I create a new plan by copying an existing plan and then link that plan to a project, the plan does not pull over all of the pertinent information from the project info center such as the client, project manager, compensation summary, etc.

But if I create a new plan from an existing project, all of that information will pull over. Am I missing a step as far as linking a project to a plan?

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Gerald Cox
Site Admin
Posts: 549
Joined: Fri May 23, 2008 10:45 am
Company: Hurt & Proffitt, Inc.
Brief Company Description: We are primarily a Civil Engineering and Surveying firm that offers a few other supporting services. We upgraded to Vision from Advantage in 2005.
Deltek Vision Version: 5.1
Number of Employees: 70
Company Position: IT Director
Vision Modules: Accounting / Billing / Time & Expense / Payroll / CRM / Proposals / Planning
Number of Offices: 3
Year Vision Installed: 2005
Vision User Group: Richmond, VA

Re: Creating "Template" Plans

Postby Gerald Cox » Thu Apr 22, 2010 6:57 am

That's just because Vision uses the data from a project when you create a plan from the project. If you are creating the plan from scratch or from another plan template, there is no automated transfer of data.


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