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The following table summarizes the actions that you can take on a Standard Plan document. 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 standard Plan document, you can… | Preconditions | New state |
|---|---|---|
|
Activate Activate the current standard plan |
(none) Plans - Main |
Active |
|
Reset to Draft Reset the current standard plan back to Draft |
(none) |
Draft |
|
Deactivate Deactivate the current standard plan |
(none) |
Inactive |
|
Reactivate Reactivate the current standard plan |
Plan Package must be Inactive |
Active |