Files
help365/platform/publish-plan.html
koziavin 00717a92fb
All checks were successful
Deploy Static Site / deploy (push) Successful in 6m6s
update
2025-05-29 16:42:45 +04:00

191 lines
18 KiB
HTML
Raw Permalink Blame History

This file contains invisible Unicode characters

This file contains invisible Unicode characters that are indistinguishable to humans but may be processed differently by a computer. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

<!DOCTYPE html>
<html lang="en">
<head>
<title>Publish Project Plan</title>
<meta name="generator" content="Help+Manual" />
<meta name="keywords" content="" />
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<meta name="description" content="A project can be published in a business process using the Publish Project Plan activity.&nbsp;" />
<meta name="picture" content="" />
<meta property="og:type" content="website" />
<meta property="og:title" content="Full documentation for BRIX365 platform. Low-code developer guide. User guide. Admin guide. Developer guide." />
<meta property="og:url" content="https://brix365.com/en/help" />
<meta property="og:image" content="" />
<link rel="icon" href="favicon.png" type="image/png" />
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet" />
<link rel="stylesheet" href="./jquery-ui.min.css" />
<link rel="stylesheet" href="default.css" />
<link rel="stylesheet" href="./search-yandex.css" />
<link rel="stylesheet" href="./article.css" />
<link rel="stylesheet" href="./glossary.css" />
<link rel="stylesheet" href="./theme.css" />
<script type="text/javascript" src="jquery.js"></script>
<script type="text/javascript" src="helpman_settings.js"></script>
<script type="text/javascript" src="helpman_topicinit.js"></script>
<script type="text/javascript" src="highlight.js"></script>
<script type="text/javascript">
$(document).ready(function(){highlight();});
</script>
</head>
<body>
<script>!function(e,t,c,n,r,a,m){e.ym=e.ym||function(){(e.ym.a=e.ym.a||[]).push(arguments)},e.ym.l=1*new Date;for(var s=0;s<document.scripts.length;s++)if(document.scripts[s].src===n)return;a=t.createElement(c),m=t.getElementsByTagName(c)[0],a.async=1,a.src=n,m.parentNode.insertBefore(a,m)}(window,document,"script","https://mc.yandex.ru/metrika/tag.js"),ym(83179930,"init",{clickmap:!0,trackLinks:!0,accurateTrackBounce:!0,webvisor:!0})</script><noscript><div><img alt=""src=https://mc.yandex.ru/watch/83179930 style=position:absolute;left:-9999px></div></noscript>
<header class="header elma-365">
<div class="container">
<a class="header__logo" href="https://brix365.com/en/help">
<img src="./logo-en.svg" alt="header logo">
</a>
<!-- <div class="hero__search-form" id="search-panel">
<form class="search-form" onsubmit="ym(83180416,'reachGoal','poisk')">
<label class="search-form__label">
<span id="reset-search" class="search__icon"></span>
<input class="search-form__input" type="text">
</label>
<input class="search-form__submit" type="submit" value="Submit">
</form>
</div> -->
<div class="hero__search-form" id="search-panel"> <form class="search-form"> <label class="search-form__label"> <span id="reset-search" class="search__icon"></span> <input class="search-form__input" type="text"> </label> <input class="search-form__submit" type="submit" value="Submit"> </form> </div>
<div class="hero__search">
<a href="#" id="search-icon" class="hero__search-icon">
<img src="search-icon-white.svg" alt="search string">
</a>
<a href="#" id="side-menu-icon" class="hero__side-icon">
<img src="side_menu.svg" alt="side menu">
</a>
</div>
<div class="header__navi">
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
</div>
</div>
</header>
<main class="main container">
<aside class="sidebar" id="sidebar">
<div class="sidebar__header">
<a class="header__logo" href="https://brix365.com/en/help">
<img src="./logo-light-en.svg">
</a>
<span class="sidebar__close elma-365-close" id="close"></span>
</div>
<div class="sidebar__wrapper" id="side-menu">
</div>
</aside>
<article class="article" id="article">
<div class="article-inner">
<div class="content">
<header class="article__header">
<div class="article__bread" style="display:flex; gap:10px;">
<span id="subcategory" class="search-res__item-category search-res__item-category_subcategory subcategory article__badge"></span>
<div class="topic__breadcrumbs">
<p>Business process designer &gt; Graphical elements &gt; BRIX Projects activities / Publish Project Plan</p>
</div>
</div>
<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Publish Project Plan</span></h1>
</div>
</header>
<section class="article__content">
<div class="scroll-top-inner">
<a href="#h1-article" class="scroll-top"></a>
</div>
<!-- Placeholder for topic body. -->
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><img alt="publish-plan-1" width="111" height="90" style="margin:0;width:111px;height:90px;border:none" src="publish-plan-1.png"/><span style="font-family: Inter;">A project can be published in a business process using the </span><span style="font-family: Inter; font-weight: bold;">Publish Project Plan</span><span style="font-family: Inter;"> activity. </span></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">Note that if <a href="plan-approval-setting.html#approval-option" class="topiclink">project plan approval is enabled</a>, the </span><span style="font-family: Inter; font-weight: bold;">Project plan approval</span><span style="font-family: Inter;"> system business process is used by default. In this process, the plan is published automatically when it is approved if the <a href="send-plan-for-approval.html#publish-setting" class="topiclink">Publish after approval</a> option is set to </span><span style="font-family: Inter; font-weight: bold;">Yes</span><span style="font-family: Inter;">.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 0 0 11px 0;"><span style="font-family: Inter;">Only users with the paid BRIX Projects license can use the </span><span style="font-family: Inter; font-weight: bold;">Publish Project Plan</span><span style="font-family: Inter;"> activity.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">In a custom process, you can use the </span><span style="font-family: Inter; font-weight: bold;">Publish Project Plan </span><span style="font-family: Inter;">activity to automatically change a plan versions status to </span><span style="font-family: Inter; font-weight: bold;">Published</span><span style="font-family: Inter;">. When the activity is performed, the project plan approval settings are checked, and then one of the following happens:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-family: Inter;">If plan approval is enabled, and the project plan version is assigned the </span><span style="font-family: Inter; font-weight: bold;">Approved</span><span style="font-family: Inter;"> status, it is published.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-family: Inter;">If plan approval is enabled, but the project plan version is assigned any status other than </span><span style="font-family: Inter; font-weight: bold;">Approved</span><span style="font-family: Inter;">, the plan isnt published, the version status stays the same, and the process continues to run.</span></li><li style="line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-family: Inter;">If plan approval is disabled, the project plan version is published no matter the status.</span></li></ul>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">Add the activity to the business process when a project plan version needs to be published. If project plan approval is enabled, place </span><span style="font-family: Inter; font-weight: bold;">Publish Project Plan</span><span style="font-family: Inter;"> after <a href="project-plan-approval.html" class="topiclink">Approve Project Plan</a>.</span></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">Before configuring the activity, create an </span><span style="font-family: Inter; font-weight: bold;">App</span><span style="font-family: Inter;"> type variable in the process context and link it to the </span><span style="font-family: Inter; font-weight: bold;">Project plan</span><span style="font-family: Inter;"> app. In the process, the plan version whose status needs to be changed will be written to this variable. If you are setting up your approval process within the </span><span style="font-family: Inter; font-weight: bold;">Project plan</span><span style="font-family: Inter;"> app, this variable is added to the process context by default.</span></p>
<p style="line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: Inter;">After that, drag the </span><span style="font-family: Inter; font-weight: bold;">Publish Project Plan </span><span style="font-family: Inter;">activity to the process diagram and double-click on it. In the window that opens, specify the variable linked with the </span><span style="font-family: Inter; font-weight: bold;">Project plan</span><span style="font-family: Inter;"> app.</span></p>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">When you finish configuring the process, <a href="how_to_bind_app_to_proccess.html" class="topiclink">bind</a> it with the </span><span style="font-family: Inter; font-weight: bold;">Project plan</span><span style="font-family: Inter;"> app. If project plan approval is enabled in the system, also specify the process in the plan approval settings.</span></p>
<div class="bottom-nav">
<a id="prev-link" class="topic__navi_prev" href="project-plan-approval.html">
<span class="bottom-nav__arrow bottom-nav__arrow--prev"></span> <span
class="bottom-nav__link">project-plan-approval.html</span>
</a>
<a id="next-link" class="topic__navi_next" href="progress-change.html">
<span class="bottom-nav__link">progress-change.html</span> <span
class="bottom-nav__arrow bottom-nav__arrow--next"></span>
</a>
</div>
<!-- добавляет на страницу строку блок Была ли статья полезной? -->
<div class="feedback" id="feedback"><div class="feedback-help"><span><b>Was this helpful?</b></span><form action="" method="POST" class="feedback-form" id="feedback-form"><div class="feedback__popup feedback__popup-response" id="feedback__popup_thx" style="display: none;">Thanks for your feedback!</div><div class="feedback__popup" id="feedback__popup_why" style="display: none;"><div class="feedback__popup-header">Please specify why:</div><input type="radio" name="category" id="bad_recommendation" value="bad_recommendation"><label for="bad_recommendation">Recommendations did not help me</label><input type="radio" name="category" id="difficult_text" value="difficult_text"><label for="difficult_text">Article is hard to understand</label><input type="radio" name="category" id="no_answer" value="no_answer"><label for="no_answer">Didn`t answer my question</label><input type="radio" name="category" id="bad_header" value="bad_header"><label for="bad_header">Content does not match the topic</label><input type="radio" name="category" id="other_reason" value="other_reason"><label for="other_reason">Other</label></div><div class="feedback__popup" id="feedback__popup-other" style="display: none;"><div class="feedback__popup-header">How we can improve it?</div><textarea class="feedback__textarea" name="other" id=""></textarea><input type="submit" class="feedback__other-btn" value="Submit"></div><div class="feedback-form__btn-group"><input type="radio" name="useful" id="feedback__useful_yes" value="true"><label for="feedback__useful_yes"><img src="like.svg" class="small-img" alt="like"><spanclass="feedback-form__btn-group_yes-btn">Yes</spanclass="feedback-form__btn-group_yes-btn"></label><input type="radio" name="useful" id="feedback__useful_no" value="false"><label for="feedback__useful_no"><img src="dislike.svg" class="small-img" alt="dislike"><spanclass="feedback-form__btn-group_no-btn">No</spanclass="feedback-form__btn-group_no-btn"></label></div><select name="category"><option disabled="">Please specify why</option><option value="bad_recommendation" selected="">Recommendations did not help me</option><option value="difficult_text">Article is hard to understand</option><option value="no_answer">Didn`t answer my question</option><option value="bad_header">Content does not match the topic</option><option value="other_reason">Other</option></select><input type="submit"></form></div><div class="found_typo"><p style="margin: 0px; margin-top: 16px !important;"><span><b>Found a typo?</b></span> Select it and press <i>Ctrl+Enter</i> to send us feedback</p></div></div>
</section>
</div>
<aside class="article__sidebar" style="display:none">
<input type="checkbox" />
<div class="article__arrow"></div>
<div class="table-of-contents elma365-right" id="toc2Content">
<h3 class="h3-toc">In this topic</h3>
<nav id="toc2"></nav>
</div>
</aside>
</div>
</article>
</main>
<footer class="footer">
<div class="footer-container">
<div class="footer-mobile">
<ul class="footer-mobile__list"><li><a href="https://brix365.com/en/" target="_blank">BRIX</a></li><li><a href="https://tssdk.brix365.com/en/latest/" target="_blank">SDK</a></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li></ul><ul class="footer-mobile__list"><li><a href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li></ul>
</div>
<div class="footer-wrap">
<div><span class="mobile-question-popup">Send feedback</span><form method="POST" action class="question__popup question-xs" id="question__popup"><div class="question-wrap"><span class="close"></span><span class="title">Ask a question</span><label for="help_question" style="display: none;"></label><textarea name="help_question" id="help_question"></textarea><input type="submit" value="Send"></div></form><div class="hidden fade-in question-success-xs">Sent</div></div>
<div class="footer-flex-b">
<span class="footer-copy">&copy; 2025 BRIX</span>
<ul class="footer-list">
<li class="footer-item">
<a href="#" class="arrow-top" style="display: block;"></a>
</li>
</ul>
</div>
</div>
</div>
</footer>
<iframe name="hmnavigation" style="display:none!important"></iframe>
<script src="./jquery-ui.js"></script>
<!--script src="//cdn.jsdelivr.net/npm/featherlight@1.7.14/release/featherlight.min.js" type="text/javascript" charset="utf-8"></script-->
<script src="./jquery.tocify.min.js"></script>
<script src="./TypoReporter.min.js"></script>
<script src="./google-search.js"></script>
<script src="./main.js"></script>
</body>
</html>