This article explains how to edit a plan on the Plan Details form. The form will differ, as it is configured per your organization. Also, each plan type may have different details forms.
You may also edit the plan details via the Portfolios page using Quick Edit. How do I view and edit plans from the Portfolios page?
Move Plan from One Step to Another
At the top of the Plan Details form, there may be various stages/phases/process steps. The current step is highlighted green. Previous steps are highlighted blue. Future steps are highlighted grey. Click on a step to see the status.
To move a plan from one step to the next:
- Select the stage/step. The name of the step & status will show. Click Next >.
- Update the stage field (or any like it) that may also indicate to where in the life of the plan you are moving.
You may also move a plan back to its previous step, if needed.
Update Field Values
Click into any editable field to make a change. Changes are saved immediately. If it's a choice field, make a selection from the choices. If it's a date field, select the date from the calendar. If it's a user field, begin typing the name of the user desired (must type at least 3 letters), and make your selection. If the field is multi-lines of text, you may also format the text (bold, size, etc.).
Additional Fields Based on Step
Different sections of the Plan Details form may be shown or hidden based on the current stage/step.