Project Workplan

A workplan (structure) contains a hierarchical organization of tasks within a  project. Each workplan contains an unlimited number of tasks and you can define as many levels as you want. Workplan structures helps project managers and team members deliver projects on time.

Financial structures help project and financial administrations track financial information for a project.

Enable Workplan Structures for a project and optionally share it with financial structures.

The most important usage of workplan is to cerate the tasks and deliverables. With these two tabs there are other two tabs in workplan - resource usage and setup.

Workplan Versioning
Allows you to create multiple versions of workplans.

Statuses: Working, Submitted, Approved, Rejected, Published .

Workplan Publishing:

  • If you have not set an approver, it gets published automatically
  • Submitted to approver if you have set an approver
  • When the approver approves, it goes to Approved status, after which you can publish
  • Auto-publish after approval, if option is enabled
  • Notification to team members upon workplan publish

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