Creating a Plan

This article goes over how to create a plan to be attached to a WTMP and how to create a Plan from within the WTMP.

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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. When attached to WTMP's or bookings, these plans will be viewable by the Suppliers fulfilling the booking.

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 Plan Type, Client and Project from the drop-down menus

  5. Fill in any Purchase Order/Client Job Number, Start date and End date of the Plan.

  6. Enter the Plan code or Abbreviation

  7. Add the Plan type and Plan Scope

  8. Set the Plan times by toggling on the Customer Valiidty and toggling on the days and times applicable or Toggle on the Valid 24-hours

  9. Add the location

  10. Create

  11. Attach the document using the drop and drag box

  12. Upload

  13. This will become the new Active Document

  14. Save

Creating a plan within the WTMP

  1. Navigate to the Traffic Management tab on the left-hand side

  2. Select the WTMP tab

  3. Click on the WTMP you want to add the plan to

  4. Select the active Work's revision

  5. Scroll to the Required Plans section and select the +New button

  6. Select Plan type for the drop-down or create a new Plan Type.

  7. Press Create

  8. In the Attached Plans box, Select the + button to the left of the drop-down

  9. The Plan type, Client and Project areas will be pre-filled. Add any other details such as the code, Traffic management types and scope.

  10. Customise the plan times by toggling on the Custom Validity times and toggling the days that the plan is applicable and then setting the start and finish times for those days.

  11. Add the location

  12. Create

  13. Scroll down to the bottom of the created plan and upload the Plan document using the drop and drag box

  14. Save

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