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The following table summarizes the actions that you can take on a plan. The current document state and your security role determine which actions are available to you at any given moment.
While in edit mode, Proliance displays at the top of the page the workflow action recommended by the sender of the document. You can use the "Workflow" button to change or select an action if none was recommended. For more information, see "Performing a Workflow Action".
| From a Plan document, you can… | Preconditions | New state |
|---|---|---|
|
Activate Activate the current Plan |
(none) |
Pending Completion |
|
Complete Complete the current Plan |
(none) |
Complete |
|
Reset to Draft Reset a completed Plan back to the Draft state |
Plan must be currently Complete |
Draft |