Live Pull-Planning Session Overview

Use a live pull-planning session when project team members need to develop a pull plan together in real time. A user with the Approve and Release to Work Plan privilege can start or end a live session. Participants join the session to work on the same Planning Board and contribute to the plan.

On the Pull Plans page, a live-session indicator displays beside a pull plan with an active session. When you open a pull plan on the Planning Board, a banner indicates that a live session is in progress. Until you select Join Live Session, the pull plan is read-only. If another user starts a live session while you are viewing the same Planning Board, the Start Session action changes to Join Live Session. A banner directs you to join the active session before making changes. During a live session, changes to the Planning Board and Parking Lot appear automatically for all participants.

Your ability to add, edit, or delete tasks during a session follows your existing task privileges. Users can add or delete task milestones and hand-offs only when their assigned task privileges allow those actions. Company Restricted Users can participate only in plans to which they are invited and can view only plans in which they participated.

A live session supports up to 100 participants. Inactive participants receive a warning after 25 minutes of inactivity. If a user remains inactive after the warning, they automatically disconnect from the live session at 30 minutes of inactivity. The session ends after one hour of inactivity. Live pull-planning sessions are optional; teams can create, revise, approve, and release pull plans without a live session, but changes do not automatically appear for other users.