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Creating a New Plan Package

Create a new plan package when you need to organize a set of standard plans that will be used to create plans in the future.

The plan package should be specific enough to target a particular type of workspace, yet be general enough to accommodate the various workspaces that will use the group. This is necessary because you can select only one plan package when creating plans for a workspace.

Plan packages created from the organization can be shared with any workspaces; plan packages created from a workspace can only be used in that workspace. When you share a plan package, Proliance copies all the standard plans and standard forms contained in the group over to the workspace.

Your security role must have permission to create plan packages. For more information, see "About Security Permissions".

To create a plan package

1. Open the Plan Package register from the appropriate work area.
2. Click New to create a new package using the default template.

— or —

Click the arrow next to New to select another template. For more information, see "About Document Subtypes".

A blank plan package appears. Some information may already be filled in, depending on the subtype used.

3. In the Title field, type the name of the plan package.

This title must be unique for plan packages within a workspace or organization.

4. If you are performing a workflow action on the document, complete the information required for this action. For more information, see "Plan Package Workflow Actions" for a list of preconditions for a specific action.
5. If you intend to activate the plan package, ensure that at least one standard plan has been linked.

6. Complete any other necessary information for the plan package. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

Please refer to the following for more information on the fields for each page:

• Main  
• Properties  
7. Click Save.

Proliance saves the plan package. Click Exit Edit Mode when done.

What can I do now?

After creating the plan package, you should export it to a workspace so that it can be used to create plans. For more information, see "Exporting plan packages".