Approve and Release a Pull Plan

Approve a pull plan after the project team agrees to the planned work sequence, durations, hand-offs, and task details for a project phase. Release an approved pull plan to make its tasks available in the Work Plan for short-term planning and execution.

Note Before you approve and release a pull plan, consider the following:

  • You must have the Approve and Release to Work Plan permission to approve or release a pull plan.
  • After you approve a pull plan, you cannot edit its tasks or hand-offs. To make changes, withdraw approval and return the plan to In Planning status before releasing it.

To approve and release 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. On the Pull Plans page, select an In Planning pull plan and open its Planning Board.
  4. In the top toolbar, select Approve Plan.

    Note When you select Approve Plan, the approval panel can display warnings for tasks, task milestones, or hand-offs that are not connected to the finish milestone; tasks in the Parking Lot; and tasks or milestones in a hand-off chain that do not have a successor. You can approve the plan without resolving these warnings.

  5. In the Approve Pull Plan panel, review the open pull plan details to confirm that the planned work is ready for approval. Details include the task sequence, hand-offs, longest path, duration, participating companies, and task count.
  6. Select Approve. The pull plan is available to review on the Planning Board and moves the status from In-planning to Approved.
  7. Select Release to Work Plan to continue, or select Withdraw Approval to continue making changes.
  8. In the Release to Work Plan panel, choose one of the following options:
    • Move to Hopper: Makes Planning Board tasks and task milestones available in the Work Plan Hopper. This is the default option.
    • Select Date: Places the released sequence on the Work Plan according to the selected finish milestone date.
  9. Select Release.

    Note Tasks in the Parking Lot are not released to the Work Plan. Hand-offs between released Planning Board items are retained.

Tips

  • Compare the longest-path duration with the duration goal before approving the plan.
  • Withdraw approval before releasing the plan if the team needs to revise its tasks or hand-offs.
  • After release, you can edit limited plan details, such as the name, description, and session date, but you cannot change tasks or hand-offs.