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Plan - Stages

The Stages page of a plan lists all the stages that are expected to be executed in a Management Plan, as defined in the standard plan from which the plan was created.

You can change the managing company, managing contact, and due date for future stages. To change other staging information, you must modify the standard plan. These changes will only affect future plans created from this.

The following information is shown on the page. The plan document needs to be in edit mode before you can modify the fields.

• Stage Number: The number of the stage. The stage numbering must be contiguous. For example, stages 1, 2, 3 are permitted, while stages 1, 3, 5 are not.
• Stage Title: The name of the stage.
• Managing Company: Click the Magnifying Glass icon to select the company responsible for the particular stage.
• Managing Contact: Click the Magnifying Glass icon to select the contact from the managing company responsible for manage a particular stage.
• Completion Date: Click the Calendar icon or enter the date when a stage is expected to be complete.
• Required:Indicates whether a stage is required. If it's required, then it cannot be skipped. If it's not required, then you can bypass the stage when moving to the next stage in the plan.
• Complete: Indicates whether the stage is complete.
• Stage Description: A brief description of the stage.
  
  The stage description is set from the Main page of the Standard Plan used to create the plan. Once a plan is created, you cannot change the stage description for that plan.