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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_-_Planned.png 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 status_picker_-_Plan.png in the resulting drop-down menu.

 
PlanChart.jpg

 

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.

PlanChartWindow1.jpg

 

  • (**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_-_Overdue.png status.

  • When you're ready, click 2017-12-28_1524.png.

 

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

PlanChartWindow2.jpg

 

  • 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_-_Active.png status. Otherwise, the Chart will automatically transition into the Status_-_Active.png 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_-_Overdue.png status.

  • When you're ready, click 2017-12-28_1524.png.

 

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

 

PlanChartWindow3.jpg 

 

  • 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 2017-12-28_1524.png.


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.

 

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