Plans can be uploaded and stored for both clients and projects. As plans are updated, new versions can be saved, while previous versions are archived for future reference, allowing you to maintain a clear history of all changes.
Plan Types
Before creating a plan, you need to first set up the plan type, which defines the category or classification for the plan. This ensures that the plan is organized correctly and aligns with your project or client requirements.
Navigate to Plans/Permits on the sidebar
Go to Plan Types
Click +New
Enter Type Name and Abbreviation
Add Description and Item Classification (optional)
Toggle on Maps and Resources (optional)
Select Plan Label Template from dropdown (This will automatically activate the necessary toggles below)
Click Create
How To Create a Plan
Navigate to Plans/Permits on the sidebar
Go to Plans tab
Click +New
Select the Plan Type, Client and Project
Enter Plan Location Address
Add Assigned Person, Plan Code, Scope, Description and Purchase Order (optional)
Enter Plan Start, End, Due and Completion Dates
Toggle on Custom Validity Times to specify validity periods per day of the week
Click Create
Once a permit has been created, you can add any relevant documents needed.
To find out more about plan statuses, click here.
Custom Validity Times:
You can set custom validity times for permits based on the day of the week.
For example, a permit might be valid all day from Monday to Friday, but only between 12pm and 5pm on Saturdays, and from 10am to 2pm on Sundays, etc.
You can define up to two validity time frames per day. For instance, a permit could be valid on Mondays from the start of the day until 6am, and again from 8pm until the end of the day.
