Steps for working with a project plan

Preparing the project plan and working with it during project implementation consists of the following steps:

1. Create a project plan.
2. Add project tasks to the chart, defining their types.
3. Link the plan tasks to set up the order of their execution.
4. Save the changes.
5. If you are using a project template, check the deadlines and executors of the tasks, since they are copied from the template. Make changes if necessary.
6. Publish the project plan. If a publishing process is configured for the project type, the plan will follow the specified route. The project tasks of Task and Milestone types will be assigned to users.
7. Monitor the project plan to check the progress. Request estimated dates of tasks.
8. Edit the project plan as needed, such as adding new tasks. The system administrator can enable the creation of draft plan versions after saving changes to the published plan.
9. You can export the plan if you are simultaneously working on the project in other external systems.
10. When the project is finished, archive it. Please note that you can always restore an archived project and resume working on it.

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