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Customizing a Plan

After you have created plans, you can customize them for the workspace. You can do any of the following while customizing plans:

• Specify stage managers: You can choose the Managing Company and the Managing Contact responsible for managing a particular stage in the plan. This contact is responsible for all the forms in a stage. You can assign the same or different managing contact for each stage of the plan. For more information, see "Plan - Stages".
• Add forms to the current stage: When Proliance created the plans, it used the template forms defined in the template plans as a starting point. During customization, you can add forms to a stage as necessary. You can only add forms that are within the workspace. If the external file required for a stage isn't already in Proliance, create a new form. For more information, see "Adding Forms to a Plan".
• Remove forms from current stage: You can remove any form that is not marked Required from a stage. For more information, see "Removing Forms from a Plan".
• Turn off the summary clip: If a summary clip has been defined for a form, you can "turn off" the use of this clip. For more information, see the Revision Information section of "Form - Main", under the setting Is Summary Clip Required.
• Specify completion dates for the stages: You can enter completion dates for each stage in the plan. These dates help you determine whether the workspace is proceeding according to the plan. For more information, see "Plan - Stages".