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Creating a New Plan

You can create plans for a workspace using the Plan wizard once you've exported or imported a Plan Package and its Standard Plans to that workspace. When you create a plan, Proliance adds the stages defined in the standard plan on which you are basing the plan.

When running the Plan Wizard, you must select a plan package and then choose the standard plans you want to use to create your plans. Although you can run the Plan Wizard on the same plan package multiple times, you can only select each standard plan within the group once, after which it no longer appears in the wizard. If you want to create additional plans using an already chosen standard plan, you can make a copy of the original plan package and run the wizard on the copy.

Your security role must have permission to create plans. To view the forms within the plan, you must have read permission to the forms. For more information, see "About Security Permissions".

To create plans for a workspace

1. Open the Plans register.

2. Click Plan Wizard.

The Plan Wizard starts.

3. Complete the steps in the wizard.

Proliance creates the plans as follows:

• The new plans appear in the Plans register. Proliance assigns the following default Title and Series Identifier for the plans: [plan package name]-[standard plan name]
• The new forms appear in the Forms register. Proliance assigns following default Title and Series Identifier for the forms: [plan package name]-[standard plan name]-[standard form series identifier]-[form's system revision number]

After creating the plans, you should customize them for the workspace. For more information, see "Customizing a Plan".