Adding a plan to a project

Modified on Tue, 02 Jan 2024 at 02:39 PM

To create a plan on a project there must be one or more Templates defined in the Portal. 


To add a plan to a project you must be able to access the project in the Configuration view.  Once the project is open there is an option called Planning on the main menu and within that an option called Manage Plan on the sub menu. 


If the project does not have a plan already you can create a plan using any of the templates set up in the Portal. 


Once the plan has been created it will contain all the areas defined in the template.  These can be excluded from the project altogether or just from the current scope of the project. 


It is also possible to add areas to this project that are not included in the template should it be necessary. 


The plan is established with a single milestone called Preparation, the title of the milestone can be amended and/or additional milestones added to the plan.  The current milestone can be used as a filter in the Testing view of the project. 

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