Editing a Subplan
To edit a subplan, use one of the following actions:
• From the Schedule, select the subplan and then click > or select Edit from the right-click actions menu of the subplan.
• Navigate to the subplan information page and select >
The above actions are also available from the table Actions menu.
The Edit Subplan Activity window is divided into following steps:
1. Under the Subplan, 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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Subplan
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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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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 edit the subplan. Click Apply to save your entries and continue editing the subplan.