Xitracs Planning™ > Plans > Editing a Plan

Fields are the work area where information is entered into a plan. The fields may be edited by clicking the icon.

If there is no icon present, it means that you are not a member of the team that has been assigned to the row.

If a plan includes a Budget, the budget field will be available.

To enter information into a specific field, click the Edit link, which will open the input area. The required input will vary depending on field format. For example, if the field input format is free-form text, the text editor will open. For other fields, the format may be a drop-down selection or quantitative (e.g. numeric or percentage). Field names and associated formats are defined when the fields are created by the plan builder.

For more information see Using the Text Editor. Note that the editor does not support embedded images or hyperlinks in plan fields.

If a field has been configured to allow supporting files, you will be able to add files from a local resource such as your hard drive by clicking the Add a file link.

After editing a field, click the OK button to save. If the field input is complete, check the Mark as complete box.

Note: Plan fields are defined in the Control Panel. See Manage Plans > Settings > Fields