Plans can be uploaded and stored under clients and projects. As plans are updated, different versions can be saved, with previous versions archived. When attached to works or bookings, these plans will be accessible to the suppliers fulfilling the booking.
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.
Attaching Plans and Permits to Works Traffic Management Plan (WTMP)
Navigate to Works on the sidebar
Select the Works tab
Select the desired WTMP
Select Active Revision
Scroll down to Location
Select Required Plans or Required Permits
Select Type
Click Create
