Add a Pull Plan

Create a pull plan to organize the work required to complete a project phase. Select a finish milestone or activity as the plan endpoint, then work backward with the project team to define tasks, durations, hand-offs, and crew needs. The Example Board at the bottom of the panel provides a live preview of the pull plan in Card View. When the team completes the plan, an authorized user can approve it and release its tasks to the Work Plan.

To add a pull plan:

1. In the object selector, select Project, select View Projects List, and then select a project name.
2. From the Main Menu, select Tasks, and then select Pull Plans.
3. In the upper toolbar on the Pull Plans page, select Add Pull Plan to open the Add Pull Plan panel.
4. In the Add Pull Plan panel, add the following pull plan details:
   • Pull Plan Name: A unique name that identifies the pull plan in the project.
   • Description:(Optional) A description to help team members identify the purpose of the pull plan.
   • Session Date: (Optional) The date of the pull-planning session.
   • Pulling From: The finish milestone or activity that the team plans toward.
     • Existing Milestone: Selecting this option specifies the finish milestone type: Schedule Milestones or Task Milestones. Choose the finish milestone from the list of options.
     • New Milestone: Selecting this option prompts you to enter the new milestone name.
   • Target Duration in Days: The target number of days to complete the work in the pull plan.

     Note A schedule milestone or task milestone can be the Pulling From target for only one pull plan in a project.

5. Select Add.