Creating a Subplan
Only project or program managers can create subplans.
Select the location where you want to create a subplan in the Parent Plan. Use the following options to create a subplan in a target location.
In the Schedule table:
• From the right-click actions menu of an activity or a subplan, select Insert Sub-plan Above to insert the subplan above the selected activity or subplan.
• From the right-click actions menu of an activity or a subplan, select Insert Sub-plan Below to insert below the selected activity or subplan.
• From the right-click actions menu of an activity, select Insert Sub-plan as a Child. This converts selected activity into a summary activity.
The above actions are also available from the table Actions menu.
The Create Sub-Plan Activity window is divided into following steps:
1. Under the Sub-Plan, complete the following fields:
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Field
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Description
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Name
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Enter the name of the new subplan object.
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Description
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A brief summary of subplan.
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Owner
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Select a team member from the drop-down list to be assigned as the Subplan owner.
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Sub Plan
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Assign a reference to plan or plan activity in another Plans within same or different Project or Product context using Find icon. Reference includes Plan, Plan Activity, Summary activity and Milestones. In the case of automatic execution, a Plan cannot start without assigning a reference to subplan.
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If the Parent plan is in Manual execution mode, then search results show only plans and activities that are manually executed. If the Parent plan is in Automatic execution mode, then search results show plans and activities that are automatically executed
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2. Under the Notifications, complete the following fields:
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Field
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Description
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Deadline
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Enter the date by which the subplan should be completed. Click the calendar icon  to select a specific date from the calendar and select a specific time using the drop-menu. It is not necessary deadline specified must be same as that of referenced plan or activity. |
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Before Deadline
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Enter a number into the Day(s) Before Deadline field. You are sent an email notification if the activity has not been completed by the specified date. For example, if the deadline for an activity is July 15 and you enter 5 into this field, you would receive an email on July 10 (if the subplan has not been completed).
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After Deadline
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Enter a number into the Day(s) After Deadline. You are sent an email notification if the subplan has not been completed but the deadline has passed by the specified amount of days.
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3. Under the Status and Risk, complete the following fields:
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Field
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Description
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Status
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Status is automatically rolled up from the referenced plan or activity, or from Parent plan if the plan is cancelled. You cannot manually edit this field. •  Green — No risks or obstacles; ready to proceed. •  Yellow — Caution.Check before proceeding. •  Red — High risk. Do not proceed. |
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Status Description
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A brief explanation of the status setting.
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Risk
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Identifies the probability that the activity can be completed by the due date. Possible values are Very High, High, Medium, Low, Very Low, and Unavailable.
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Risk Description
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A brief explanation of the risk setting.
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Click OK to create the subplan. Click Apply to save your entries and continue creating the subplan.
