Configure the Plan Details Process Flow

This article explains how to manage the Process Flow on the Plan Details page in OnePlan. This requires the Plan Details App be installed.

Process Flows are structured, customizable sequences of steps that evolve based on project progress. As each step advances, the Details form dynamically adjust to meet the needs of the current stage.

Open the Form Editor

There are two ways to access the Plan Details Form Editor:

From the Global Navigation: Click Setup to enter Setup Mode. Then click the Edit icon next to the Area where you desired Plan Type is located, this will open the Editor. Click the Form Editor tab. Then select the desired Plan Type from the Plan Type drop-down.
From the Details tab of a Plan: Go to the Details tab of the desired Plan Type to create or update the Plan Details form. Then click the Configure icon in the top right of the form to open the Form Editor.

Configure a Process Flow Step

Click the Add Step icon. A new step will append to the end of the process flow.
Click the Kebab menu for the step, then select Edit. This will open the Edit Step form.
In the General tab, enter a Name for the step.
Choose the Available Tabs for the current Plan stage. Click to select or deselect as needed—whether none, one, or multiple.

A use case for this could be the following scenario: When a new plan is in the Create step, perhaps only the Details, Financials and Resource Plan tabs will show. Then, in the Review step, show the Dashboard tab as well. Then, when the plan moves into the Plan step, the Work Plan List and/or Work Plan Board tabs could also be added. This is just an example. Your organization may show some or all tabs for all steps, or whatever is best applicable to your process and use case.
Go to the Sections tab of the Edit Step form. Here you can select which form sections will be available in the current step.
1. Simply check the check box to set a section as Hidden for the current step.
Note

You need to configure field behavior at each process stage. The settings do not carry over from one stage to another automatically.
Go to the Fields tab of the Edit Step form. Using this tab, you can set fields in the Plan Details form to be hidden, read only, or required based on the step you are in.
1. Simply check the check box to set a field as Hidden, Read Only, or Required.
  
  For example, in the Initiation step, the Business Case field is required and editable, but once the process flow moves onto the Execution step, the field becomes read only.
  
  Note
  
  You need to configure field behavior at each process stage. The settings do not carry over from one stage to another automatically.
Go to the Stages tab of the Edit Step form. Here you can configure a Stage Gate for the current step. See Create or Edit Stage Gate Workflows for instructions on configuring Stage Gate Workflows.
Click Save to create the new step.

Edit Process Flow Steps

Edit the Process Flow Step Information

Click the kebab menu for the desired step, and click Edit. The Edit Step form will open. From the form, you can update the step name, the available tabs, section and field visibility, and stage gate workflows.

Rearrange the Steps

Initially, the new step will be added at the end. Drag and drop the step to the appropriate place in the process.

Save Changes

Changes to the Details page are not automatically saved. Click the Save button to save changes.