Use the Actions bar on the
Projects form in Plan mode to check out a plan, publish an updated plan, and perform other basic planning
tasks.
Note that changes you make to a plan are saved automatically. However, until you publish the plan, you can use the
Revert Plan option to discard all unpublished changes and restore the plan to its most recent published version.
Commonly Used Actions
Use the options on the Actions bar to perform common actions quickly.
| Field | Description |
|---|
| Check Out
|
Select this option to check out and make changes to the plan for the
project. This option only displays when the
project has an existing plan and that plan is not already checked out to you.
If someone else has the plan checked out and you select this option, a message displays to identify who has it checked out, and included in the message is the person's email address so you can
contact them about the plan. If you have the required security access, the message also contains a link that you can click to check in the plan and check it back out to you.
|
| Save Baseline
|
Select this option to save the current plan as the baseline. The baseline acts as a snapshot of the plan at a certain point in time and is useful for comparison purposes. You can have only one baseline version for any plan. When you select this option, the existing baseline plan is replaced with the current plan.
After you save the initial baseline, this option is available only if the plan is checked out to you, the date of the current baseline is earlier than the date of the current version of the plan, and your security role is allowed to change the baseline.
|
| Publish Plan
|
Select this option to publish the plan and baseline. This option is available if the plan contains changes that have not yet been published. When you publish the plan, the changes are saved and the plan and baseline are marked as published.
A plan must be published if you want to update it in Resource View or
Project View in Resource Management or view the latest version in reports.
|
Other Actions
Click the
Other Actions menu to choose other tasks.
| Field | Description |
|---|
| Revert Plan
|
Select this option to discard unpublished changes and return to the most recently published version of the plan and its baseline plan. This option is available if the plan contains changes that have not yet been published, whether or not those changes have been checked in.
|
| Delete Plan Data
|
Select this option to remove all of the plan's assignments for resources, expense types, and
consultant types, all planned hours and amounts, and the baseline, leaving the
project with an empty plan. Note, however, that assignments that have actual
job-to-date (JTD) hours or amounts are not removed, though their planned hours or amounts are.
If the plan has a baseline and you do not have access rights to change the baseline, this option is not available.
|
| Plan Settings
|
Select this option to display the Plan Settings dialog box and specify the budget type, the cost and billing rate methods, tables, and multipliers, and other settings to use for the currently selected plan.
If the plan is not already checked out to you, this action automatically checks it out.
|
| Check In Plans
|
Select this option to display the Check In Plans dialog box and check in one or more of the plans that are currently checked out.
When you check out a plan, it is not available to other users until it is checked back in.
DPS automatically checks in plans when you switch from Planning mode to
Project mode, select a different
project, log out of
DPS, navigate to a different URL, use the browser's
Refresh option, or close the browser. However, there may be situations in which you must use this option to manually check in plans.
|
