Standard Plan - Main

• Current State: The current workflow state of the standard plan.
• Number: Type a string of characters that uniquely identifies this standard plan, or leave it blank if Proliance is configured to supply one. You can configure the format of this number by using Proliance Local Admin. For details, refer to the Proliance Local Admin on-line help.
• Title: Type the name of the standard plan. The Title is required.
• Plan Package: Click the Magnifying Glass icon to select the plan package to which the standard plan belongs.
  
  You can select any plan package in the current work area that does not currently have an Active state. If the plan package you wish to select has not been created in Proliance, click New while in the Plan Packages dialog box. Complete the required fields and click Save. You can now return to the dialog box to select this plan package.
• Description:Type a brief description of the standard plan. For example, this description may summarize the stages involved in the standard plan.

The Project section displays a simplified version of the information available on the Projects tab. Use this section to quickly view a list of projects currently linked to the document, and to create, read and delete project links in edit mode. Information displayed in the project section is also available on the Projects tab, and any changes you make in the Project section is synchronized with the Projects tab.

Note: Like all other project-related user interface elements, the Projects section is hidden if no projects currently exist in the workspace.

Using the Project section, you can set the current document's project linking status to:

• None: Select to remove all project links for the current document. You can only remove project links if you have the appropriate role security permissions, and your contact document has a link to the same projects.
• One: Select to display a box where you can enter a single project link for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
• Multiple: Select to display a box where you can enter multiple project links for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
• All: Select to link the current document to all projects within the current workspace.

The current status of project linking is displayed in the section header so that you can quickly scan project status with all the sections on the Main page collapsed. The document must be in edit mode before you can update information in the Project section.

The Stages section is used to define the stages to be followed in a plan.

• Stage Number: Enter the order in which the stages should be performed.
• Stage Title: Type the name of the stage. This title should summarize the purpose of the stage.
• Stage Description: Type a brief description of the stage.
• Required: Select this check box to indicate whether the stage is required. If it is not required, then the user responsible for managing the plan may choose to skip over the stage when moving to the next stage. If it is marked as required, then the stage cannot be skipped.

To add a new stage, click Add Line. This adds a new row to the grid. You can add up to 100 stages per plan.

To remove a stage, click the check box next to the stage and then click Remove Line(s).