Plan a Chart

If you want to set a Chart to activate sometime in the future, you'll want to plan it so that it can be worked on at a later date. 

 

Who can plan a Chart?

• Any of the Authors
  
  
• Anyone with the "Chart - Edit" permission, if the Chart is in their specified Network Location(s).

 

What happens when I plan a Chart?

• It will enter the status.
  
  
• Depending on what you select for your "Start On" criteria, a specified Due Date may be set or an Anticipated Start and/or Anticipated Due Dates may be applied based on your Dependencies.

 

How do I plan a Chart?

When planning a Chart, you have several options when selecting the "Start On" criteria. You can:

• Decide Later
  
  
• Select a Specific Date
  
  
• Set Dependencies

Open the Chart you want to plan, then:

• Click the status picker in the top left of the Chart.
  
  
• Click  in the resulting drop-down menu.

 

 

In the resulting window, you can specify your "Start On" criteria. Select between:

• Decide Later - Select this option if you don’t want to enter the start date at this time. You can update the Chart with a Start Date later, or manually activate it when the time comes.

 

• (**Optional**) You can enter in a date for the Chart to be completed by in the "Due Date" field. 

NOTE: If the Due Date passes the Chart will automatically transition into the  status.

• When you're ready, click .

 

• Specific Date - Select this option if you already know when the Chart should begin and who should be involved.

 

• You will be required to enter a date for the Chart to begin in the "Start Date" field. 

NOTE: If you select today as the Start Date, the Chart will automatically transition into the  status. Otherwise, the Chart will automatically transition into the  status upon reaching the Start Date.

• (**Optional**) You can enter in a date for the Chart to be completed by in the "Due Date" field. 

NOTE: If the Due Date passes the Chart will automatically transition into the  status.

• When you're ready, click .

 

• Dependent On - Select this option if you want the Chart to be activated automatically upon another Item's Start or Completion.

 

 

 

• If you want the Chart to activate based on the Start Date of another Item, select “Start Of.”
  
  
• If you want the Chart to activate based on the Completed Date of another Item, select “Completion Of.”
  
  
• Select the Item(s) in which the Chart should be dependent on within the “Choose the item(s) this is dependent on…” field.
  
  
• If you want the Chart to activate a certain number of days before the specified "Start Of" or "Completion Of" of the selected Item(s), enter that number in the “# of Days” field and select “Before.”
  
  
• If you want the Chart to activate a certain number of days after the specified "Start Of" or "Completion Of" of the selected Item(s), enter that number in the “# of Days” field and select “After.”
  
  
• If you want the Chart to activate immediately upon the specified "Start Of" or "Completion Of" of the selected Item(s), just set the “# of Days” field to 0.
  
  
• To have the Chart's Due Date be automatically calculated and set, enter the number of days it should take to be completed in the “Days to Complete” field.
  

NOTE: Planning a Chart with this option will automatically calculate the Anticipated Start Date and Anticipated Due Date for the Chart until the Chart is activated.

• When you're ready, click .
  

You can see a list of every Item the Chart is depending on, as well as a list of every Item that depends on the Chart itself, on this Chart’s detail view.

NOTE: Reopening one of the Items the Chart depends on after it has been activated will NOT revert this Chart back into the Planned status.