- Open your plan by double clicking the row in the project, programme or BCP screens.
- Select the Details Tab under the Definition Tab of the Plan.
- Optionally enter Plan Status
- Optionally enter Your Ref.
- Optionally enter Plan Code
- Optionally enter Owner
- Optionally enter Sponsor Name
- Optionally enter Requested By
- Optionally enter Plan Version
- If appropriate, enter/select a Site for integration with the Sites.
- Optionally enter Cost Centre
- Optionally enter Location.
- Optionally enter Department.
- Optionally enter Organisation
- Optionally select values from the custom fields.
- Optionally use Add Plan to Portfolio to add this Plan to one or more Portfolios.
- Optionally use Attach Programme to BCP or Attach Project to Programme to attach this Plan to a parent Plan.
- Optionally select a Published Status.
- Optionally Select Workflow Status by clicking on the diamond relating to the correct Workflow Status. To enter a date for this new Workflow Status, display dates by clicking ‘show / Hide dates on top right of screen.
- Optionally enter a Plan Version number.
- If appropriate, select a Client and click ‘Link to PM3time’.
Changes made will be saved automatically.
NB: The Planned Start and Planned End dates are locked when a Plan moves to Active Workflow Status.
NB: You cannot regress workflow statuses unless you are the Administrator.