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<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Working with the project plan</span></h1>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">The project plan </span>is shown on a project’s page on the <span style="font-weight: bold;">Project Schedule</span> tab and it<span style="font-family: Inter;"> consists of</span> <a href="create-plan-items.html#plan-item-types" class="topiclink">tasks of different types</a>. They are <span style="font-family: Inter;">placed in a certain order and has assigned executors and deadlines.</span></p>
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<p style="line-height: 1.20; margin: 0 0 11px 0;"><span style="font-family: Inter;">On the left side of the project plan, you can see a list of tasks, along with their start and completion dates. Pull the table border to the right to additionally display the duration of tasks in days, their completion percentage and the executor.</span></p>
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<p style="line-height: 1.20; margin: 0 0 11px 0;"><span style="font-family: Inter;">On the right, each task is represented by a colored bar. The color depends on the task’s type, deadline, and also <a href="project-tasks.html#percent-completion" class="topiclink">progress percentage</a>. When a task is completed, it is crossed out, the </span><span style="font-family: Inter; font-weight: bold;">Done</span><span style="font-family: Inter;"> indicator is shown on its bar, and the bar color changes to a darker shade.</span></p>
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<p class="p_Normal">The time interval on the visible part of the plan corresponds to the current date. If this date is outside the project timeline (before or after), you will see the start of the project or the completion period, respectively.</p>
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<p style="line-height: 1.20; margin: 0 0 11px 0;"><span style="font-family: Inter;">Under the </span>plan<span style="font-family: Inter;">, you can see the project name, the current plan version number, the date the plan was created, and its <a href="project-plan.html#project-plan-statuses" class="topiclink">status</a>.</span></p>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="project-plan-1" width="991" height="268" style="margin:0;width:991px;height:268px;border:none" src="project-plan-1.png"/></p>
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<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;">The system administrator can:</p>
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<ul style="list-style-type:disc">
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<li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;">Enable <span style="color: #0000ff;"><a href="project-plan-widget.html#counter-task" class="topiclink">task indexing</a></span> in the list taking into account tasks<span style="font-family: Inter;">’ nesting.</span></li><li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-family: Inter;"><a href="project-plan-widget.html#column-configuration" class="topiclink">Display the task participants</a> in an additional column of the plan.</span></li><li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-family: Inter;">Change the <a href="project-system-apps.html#hide" class="topiclink">design color</a> for each type of tasks.</span></li><li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 16px;"><span style="font-family: Inter;">Configure <a href="project-plan-widget.html#edit-modal-window" class="topiclink">plan editing</a> on the page tab itself or in a separate window.</span></li></ul>
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<p class="p_Normal">To monitor the progress of multiple projects, you can customize the display of their plans along a single time axis on the app page. Read more in the <span style="color: #0000ff;"><a href="view-project-group-plans.html" class="topiclink">View project group plans</a></span> article.</p>
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<h2 class="p_Heading2"><span class="f_Heading2">Toolbar for viewing the plan</span></h2>
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<p style="text-align: justify; line-height: 1.20; margin: 7px 0 7px 0;"><span style="font-family: 'Times New Roman',Times,Georgia,serif;">You can use the controls that are placed above the plan.</span></p>
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<p class="p_Normal"><img alt="project-plan-3" width="83" height="26" style="margin:0;width:83px;height:26px;border:none" src="project-plan-3.png"/> Select what task dates to show: <span style="font-weight: bold;">Plan</span>, <a href="forecast-dates.html" class="topiclink">Estimation</a>, or <span style="font-weight: bold;">Actual</span>.</p>
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<p style="text-align: justify; line-height: 1.20; margin: 7px 0 7px 0;"><img alt="clip0247" width="60" height="30" style="margin:0;width:60px;height:30px;border:none" src="clip0247.png"/><span class="f_ImageCaption"> </span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">Collapse or expand all subtasks in the task list.</span></p>
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<p style="line-height: 1.20; margin: 7px 0 7px 0;"><a id="sorting" class="hmanchor"></a><img alt="clip0248" width="26" height="25" style="margin:0;width:26px;height:25px;border:none" src="clip0248.png"/><span class="f_ImageCaption"> </span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">Open the search bar to set parameters and sort plan items on the diagram by them, considering their nesting. The system administrator can <a href="project-system-apps.html#setup-sorting-fields" class="topiclink">define fields</a> for sorting.</span></p>
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<p style="text-align: justify; line-height: 1.20; margin: 7px 0 7px 0;"><img alt="clip0249" width="23" height="23" style="margin:0;width:23px;height:23px;border:none" src="clip0249.png"/><span style="font-size: 13px; color: #394149;"> </span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">Open the options menu to display additional data:</span></p>
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<ul style="list-style-type:disc">
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<li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">Show project start and end dates</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">. Indicate the beginning and end of the project.</span></li><li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">Show current date</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">. Indicate the current date.</span></li><li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">Hide non-working days</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">. Hide non-working days. This option is available if the </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; color: #0000ff;"><a href="create-project.html#use-calendar" class="topiclink">Use the business calendar</a></span><span style="font-family: 'Times New Roman',Times,Georgia,serif;"> option is enabled in the project.</span></li><li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">Show overdue tasks</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">. Highlight overdue tasks.</span></li><li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">Show the critical path</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">. Highlight on the chart in red color the tasks that are completed on the project end date or later, as well as all related tasks.</span></li><li style="text-align: justify; line-height: 1.20; margin-top: 7px; margin-right: 0; margin-bottom: 7px;"><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">Hide executed</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">. Hide completed tasks. In this case, the executed parent task with the </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">Task</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;"> type will be displayed if it has unfinished subtasks.</span></li></ul>
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<p class="p_Normal"><img alt="clip0271" width="27" height="25" style="margin:0;width:27px;height:25px;border:none" src="clip0271.png"/> Navigate to the current date.</p>
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<p style="text-align: justify; line-height: 1.20; margin: 7px 0 7px 0;"><img alt="clip0250" width="77" height="20" style="margin:0;width:77px;height:20px;border:none" src="clip0250.png"/><span style="font-size: 13px; color: #394149;"> </span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">Increase or decrease the time period. The plan can be broken down into the following time periods: day, week, month, quarter, or year.</span></p>
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<p style="line-height: 1.20; margin: 7px 0 7px 0;"><img alt="clip0251" width="31" height="28" style="margin:0;width:31px;height:28px;border:none" src="clip0251.png"/><span style="font-size: 13px; color: #394149;"> </span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">This option allows you to display the plan in full-screen mode. The action is available if the administrator has <a href="project-plan-widget.html#edit-modal-window" class="topiclink">enabled the button display</a> in the widget settings.</span></p>
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<p style="text-align: justify; line-height: 1.20; margin: 7px 0 7px 0;"><span style="font-weight: bold;">Edit</span>. This action is available if you have the <a href="project-access-and-roles.html#change-plan" class="topiclink">permissions to edit the plan</a>. It allows you to go to <a href="create-or-change-plan.html" class="topiclink">plan editing</a> page.</p>
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<h2 class="p_Heading2"><span class="f_Heading2">Steps for working with a project plan</span></h2>
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<p style="line-height: 1.20; margin: 0 0 11px 0;"><span style="font-family: Inter;">Preparing the project plan and working with it during project implementation consists of the following steps:</span></p>
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<ol style="list-style-type:decimal">
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<li value="1" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter;">Add tasks to the chart, defining their types.</span></li><li value="2" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter;">Link the plan tasks to set up the order of their execution.</span></li><li value="3" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter;">Save the plan as </span><span style="font-family: Inter; font-weight: bold;">Draft</span><span style="font-family: Inter;">.</span></li><li value="4" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter;">If you are using a <a href="create-project.html" class="topiclink">project template</a>, check the deadlines and executors of the tasks, since they are copied from the template. Make changes if necessary.</span></li><li value="5" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter;">If <a href="plan-approval-setting.html" class="topiclink">plan approval is set up</a> for the project, send the finished draft for approval.</span></li><li value="6" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter;">Publish the project plan. The assignments of </span><span style="font-family: Inter; font-weight: bold;">Task</span><span style="font-family: Inter;"> and </span><span style="font-family: Inter; font-weight: bold;">Milestone</span><span style="font-family: Inter;"> types will be assigned to users.</span></li><li value="7" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter;">Monitor the project plan to check the progress. Request <a href="forecast-dates.html#request" class="topiclink">estimated dates</a> of tasks.</span></li><li value="8" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter;">Add new tasks to the plan. You can create new versions of the plan and compare them with the old ones.</span></li><li value="9" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter;">When the project is finished, <a href="archive-project.html" class="topiclink">archive</a> it. Please note that you can always restore an archived project and resume working on it.</span></li></ol>
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<h2 class="p_Heading2"><a id="project-plan-statuses" class="hmanchor"></a><span class="f_Heading2">Project plan statuses</span></h2>
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<p style="line-height: 1.20; margin: 0 0 11px 0;"><span style="font-family: Inter;">The following statuses are available for a project plan:</span></p>
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<ul style="list-style-type:disc">
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<li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Draft</span><span style="font-family: Inter;">. A new or edited version of the plan that has been saved but hasn’t been approved or published. This status is also assigned to projects restored from the archive. There can be several drafts of a plan at the same time.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Pending approval</span><span style="font-family: Inter;">. A version of the plan sent for approval and not yet approved.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Approved</span><span style="font-family: Inter;">. An approved version of the plan that hasn’t been published.</span></li></ul>
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<p style="line-height: 1.20; margin: 0 0 11px 26px;"><span style="font-family: Inter;">On the plan chart, you can see the name of the approver next to the </span><span style="font-family: Inter; font-weight: bold;">Pending approval</span><span style="font-family: Inter;"> and </span><span style="font-family: Inter; font-weight: bold;">Approved</span><span style="font-family: Inter;"> statuses.</span></p>
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<ul style="list-style-type:disc">
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<li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Current</span><span style="font-family: Inter;">. The published version of the plan. Only one version can be current.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Archived</span><span style="font-family: Inter;">. The current version is assigned this status when another version is published or when the project is <a href="archive-project.html" class="topiclink">archived</a>.</span></li></ul>
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<p style="line-height: 1.20; margin: 0 0 11px 0;"><span style="font-family: Inter;">These are the default statuses. They cannot be deleted, and their codes cannot be changed. However, the administrator can <a href="360009920611.html" class="topiclink">add</a> additional statuses.</span></p>
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<p style="line-height: 1.20; margin: 0 0 11px 0;"><span style="font-family: Inter;">The statuses of all the versions of the plan are displayed on the <a href="project-card.html" class="topiclink">project page</a>, in the </span><span style="font-family: Inter; font-weight: bold;">About the Project</span><span style="font-family: Inter;"> widget. It shows:</span></p>
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<ul style="list-style-type:disc">
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<li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Current Plan</span><span style="font-family: Inter;">.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Drafts</span><span style="font-family: Inter;">. All versions assigned the </span><span style="font-family: Inter; font-weight: bold;">Draft</span><span style="font-family: Inter;">, </span><span style="font-family: Inter; font-weight: bold;">Pending approval</span><span style="font-family: Inter;">, and </span><span style="font-family: Inter; font-weight: bold;">Approved</span><span style="font-family: Inter;"> statuses.</span></li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 11px;"><span style="font-family: Inter; font-weight: bold;">Archive</span><span style="font-family: Inter;">. All plan versions that have ever been created for the project.</span></li></ul>
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<p style="line-height: 1.28; margin: 0 0 11px 0;"><img alt="project_page_01" width="565" height="238" style="margin:0;width:565px;height:238px;border:none" src="project_page_01.png"/></p>
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