<< Click to Display Table of Contents >> Navigation:  Xitracs Planning™ > Control Panel > Manage Plans > Plan Properties

The availability of plan, its status and cycle is controlled via the Properties function.

To Set the Properties of Plan

1.Select a Status There are three possible settings:

•Online - the plan is available and may be edited by the assigned team members.

•Locked - the plan is available for viewing only; it cannot be edited by the assigned team members.

•Offline - the plan is not available; it will not appear on the list of plans for assigned team members or on the summary snapshot.

2.Add an optional Comment (this will display for each team member below the plan description field, but will not be included in any published version).

3.Start an initial Cycle for the plan. You must select a timeframe before the plan may be put online.

For information about starting subsequent cycles, see Plan Settings.

4.Select a Website Template to be used for this plan (if none is available, the default template will be used). See the templates function for more detail.

5.Select a PDF Template to be used for this plan (if none is available, the default template will be used). See the templates function for more detail.

6.For a Free-form plan, you can select a Workflow Channel if available and required. Workflow channels cannot be associated with Goal-based plans.

7.Click Submit