Plans

This article goes through an overview of plans functionality.

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Written by Shenai
Updated over a week ago

Overview

Plans are able to be uploaded and stored against Clients and Projects. As plans are altered different versions are able to be saved while archived versions are saved.

How to create a plan

  1. Navigate to Plans/Permits on the left-hand tab bar

  2. This will open the Plans section

  3. Click +New

  4. Select the Client from the drop-down menu

  5. Optionally select the corresponding project

  6. Choose the Plan Type. Clicking the + button will allow you to create a new plan type.

  7. Enter the Plan code or Abbreviation

  8. Create

  9. Attach the document using the drop and drag box

  10. Upload

  11. This will become the new Active Document

  12. Save

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