Start or End a Live Pull-Planning Session

Start a live pull-planning session when project team members need to develop a pull plan together in real time. End the session when the team has finished collaborating.

Notes

  • An authorized facilitator must have the Approve and Release to Work Plan privilege to start or end a live session.
  • Participants must select Join Live Session to contribute; before they join, the live pull plan is read-only.
  • Inactive participant connections close after 30 minutes, and the session ends after one hour of inactivity.

To start a live pull-planning session:

  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 a pull plan in the list with an In Planning status.
  4. In the menu, select Start Session.

    The live session starts. Other users can select Join Live Session to participate.

    Note Your organization can have up to 20 active live pull-planning sessions at a time.

To end a live pull-planning session:

  1. Open the pull plan that is in an active live session.
  2. In the pull plan's toolbar, select End Session.

    Note Approving a pull plan during a live session ends the session for all participants.