dspTrack
Activate a plan to start scheduling its tasks, and so that users assigned to tasks can begin work on them using the Work List.
When a plan is created it is inactive by default. A user can add users, validations, rules and tags to the tasks in the plan. A user can also import a project file into a plan. However, the plan’s tasks will not appear on the Work List until the plan is activated.
When a plan is activated:
- The tasks associated with that plan (that are not in a Completed status) display on the Work List
- Users who have workflow configured on the Workflow User Preference page (Configuration > Workflow > User Preference) and are assigned to tasks in the plan receive a message that the plan is active
- The first start date for a task (when a user clicks the Next Action button on the Work List to move the task from Ready to In Progress status) becomes the actual start date for the plan
- Any updates to tasks while the plan is active are reflected on the Work List when the update is saved
When a plan is deactivated:
- Its tasks are removed from the Work List
- Users with Workflow configured that are assigned to tasks in the Plan receive an email message that the plan is no longer active
To activate a plan:
- Select Project in the Navigation pane.
- Click Plans for a project.
- Click Vertical View for a plan.
OR
Click Tasks for a plan and click Vertical View for a plan. - Click the Plan tab.
- Click Activate Plan.
The ACTIVE check box displays as enabled on the Plan page.
To deactivate an active plan, follow these steps but click Deactivate Plan.
NOTE: Deactivating a plan is not the same as deleting a plan. If a plan is deleted, all of the tasks assigned to the plan are also deleted.
