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planning:userguide:tutorials:creating_a_plan

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Creating a Plan

  1. The point has now been reached where a Plan can be created
  2. Click on the blue Add Plan link under the Request to create a new plan
    1. In the box that opens the user should name the plan and add any description they may want
    2. Click on the blue OK button when finished and the Plan has been created
  3. Open the plan and begin the planning process by clicking on the blue Open button next to the new plan
    1. Note that users are free to have as many plans as desired within a single Request however, each plan should be designed to fulfill the entire Request as only a single Plan per Request may be Published (approved) in the system
planning/userguide/tutorials/creating_a_plan.1484864549.txt.gz · Last modified: 2021/07/29 18:24 (external edit)