Plan Management

Learn about the plan management in FlowWrightPM

Last published at: July 25th, 2024

You must select a project from the list to start with. 

 

Plans contain the following:

  • Sub plans
  • Tasks
  • Forms
  • Emails
  • Synchronization
  • etc.

Select the Plans folder to create a New Plan or New Folder. 

 

Plans can be managed using the following UI. I've included the plans for the selected project below. You must select a project from the list and use the buttons to Generate Report, Modify the design, Execute a process instance, Render the instance, View the critical path, and make a copy. 

 

Click on the three dots (3) to view more functionalities, as shown below.  A plan can be managed using the following menu options; they will appear once a plan is selected. You may Edit Tasks, Export and Import Properties, Rename the plan, Push design changes to the process instance in progress, and Delete the plan.