Readying & Reviewing
Before a plan is published, you can mark your part as Ready to signal it’s up to date and good to go. Even if you don’t mark it as ready, your tasks will still be included in the published version.
Unresolved Issues
If you own Tasks in the lookahead period, it's your responsibility to make sure they're accurate, up to date and don't have any outstanding Unresolved Issue. This means Task Owners need to be mitigating any Clashes, adding Missing Data and resolving any Overdue Blockers.
To see unresolved issues in your Plan:
Click your Publishing Deadline in the top right of the page
This will open the Make Ready Window
You'll see a count of all your Clashes, Missing Data and Overdue Blockers
Click any of the counts to open the relevant panel and start resolving issues
The Missing Data Panel highlights tasks you own that are missing required info, based on the lookahead set in the publishing schedule.
Open the Missing Data panel:
Towards the right-hand side, select
This will open the Missing Data Panel
The Blockers Panel highlights Open and Overdue Blockers, with Overdue ones always visible even if they fall outside the lookahead window so nothing critical gets missed.
Open the Blockers Panel:
Towards the right-hand side, select
This will open the Blockers Panel
See also:
The Clashes Panel shows Tasks in your lookahead that share the same work area, helping you spot and resolve scheduling conflicts.
Open the Clashes panel:
Towards the right-hand side, select
This will open the Clashes Panel
See also:
Filtering by Issue lets you focus on specific Tasks based on what issues they have. It’s a quick way to review and manage work related to a particular issue across your plan.
Select Issue in the first dropdown
Select from Is, Is Not, Is Empty
Your Project comes with a pre-made Unresolved Issues View.
Click + Views within the open View Tabs
Select Unresolved Issues View
See also: create & share
Marking your part of the plan as Ready lets your team know your Tasks are up to date and good to go for publishing.
How to Make Ready:
Click your Publishing Deadline in the top right of the page
This will open the Make Ready Window
See also:
You can assign a Reviewer to any User, ideal for reviewing Subcontractor's plans, or if someone on the Project is away. Reviewers are notified when plans are Ready and can either approve them or mark them Ready on the User’s behalf.
Click your Project Title in the top left then select Users
Find the user you want to assign a Reviewer to
Click the + in the Reviewer column
Click the 0/X Reviewed button in the top right of the page
Find the Work for Review section in the menu that opens
Use the to view each User's plan
See also:
