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
Navigate to Plans/Permits on the left-hand tab bar
This will open the Plans section
Click +New
Select the Plan Type, Client and Project from the drop-down menus
Fill in any Purchase Order/Client Job Number, Start date and End date of the Plan.
Enter the Plan code or Abbreviation
Add the Plan type and Plan Scope
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
Add the location
Create
Attach the document using the drop and drag box
Upload
This will become the new Active Document
Save
Creating a plan within the WTMP
Navigate to the Traffic Management tab on the left-hand side
Select the WTMP tab
Click on the WTMP you want to add the plan to
Select the active Work's revision
Scroll to the Required Plans section and select the +New button
Select Plan type for the drop-down or create a new Plan Type.
Press Create
In the Attached Plans box, Select the + button to the left of the drop-down
The Plan type, Client and Project areas will be pre-filled. Add any other details such as the code, Traffic management types and scope.
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.
Add the location
Create
Scroll down to the bottom of the created plan and upload the Plan document using the drop and drag box
Save