View and manage draft plan sets
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    View and manage draft plan sets


      Article Summary

      The 'Plan Sets' lets you view, manage and publish the draft plans and plan sets that are uploaded to a project.  

      To open the draft plan sets

      • Open the project management console
      • Click 'Plans' on the top and choose 'Plan Set' from the left

      The 'Plan Drafts' screen shows the plan sets that were uploaded but are yet to be published. You can add new plan sheets or a revised plan set to the draft set and publish them to share with the team.  

      • Click on a draft set to view the plan sheets in it, add new sheets, and publish the set

      • Click on the field for entering missing data or editing auto-fetched data and enter the details
      • Click 'Upload' to add new plan sheets or plan sets as PDF files or GIF files

      • Once you are done, click 'Publish Sheets' on the top to save the sheets to the project

      • Click 'Publish' in the confirmation dialog

      The plan sheets screen shows the added plans. Now the plans are available to all team members through their web consoles and mobile apps.


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