Plans in detail: rules, rights and what changes them

This page is a lookup for the rules of plans in the Action Manager: who can create, rename and delete a plan, who can add and remove actions, and what each change does. How to work with plans step by step is described in Work with plans.

What a plan is

Rule	What it means
A plan groups actions	An action can belong to any number of plans. A plan does not change an action’s status, holder or due date.
Plan names	Every plan has a name, the Plan title, and two plans cannot have the same name.
All Plans and My plans	All Plans lists every plan in your company; My plans lists the plans you created.
All Actions and My Actions	These tabs are fixed views of the actions, not plans: they cannot be renamed or deleted, and actions cannot be added to them.
The plan page	Titled “Plan:” followed by the plan’s name. It has the tab Actions, and the tab Admin for users with the Admin level on the Super area row, showing the company-wide Action Manager setup (see The Action Manager Admin tab). The action list on a plan page has its own filters; see Action lists in detail: what each list holds, columns, sorting, filters and search.

Who can do what

Change	Who	How	What happens
Create a plan	Users with the Create level or higher on the Action Manager row of their rights (see The Users page and the rights table)	New plan on All Plans or My plans. The dialog Create new plan asks for the Plan title (required); click Save or press Enter.	The new plan’s page opens. You are the plan’s creator. If the name is already in use, an error message is shown and the plan is not created.
Rename a plan	The plan’s creator, and users with the Admin level on the Super area row	The pencil next to the plan’s name on the plan page. The dialog Update plan title has the Plan title and Save.	The new name shows everywhere the plan is used, also in the Plan(s) column and in the action dialog’s title.
Delete a plan	The plan’s creator or a user with the Admin level on the Super area row. Either one also needs the Create level or higher on the Action Manager row.	The trash icon (Delete plan) on the plan’s row on All Plans or My plans. The dialog says: “Deleting the plan will not delete any of the actions in the plan. Are you sure you want to delete this plan?”	The plan is deleted. Its actions remain, and are taken out of that plan.
Add an action to a plan while editing the action	The person who can change every field of the action, or who holds an action they created for themselves	Add to plan(s): in the action dialog	Saved when the action is saved.
Change an action’s plans with the pencil	The person who holds the action, its creator, and users with the Admin level on the Super area row. For a Closed action: the person who closed it, its creator, and users with the Admin level on the Super area row	The pencil (tooltip Edit) next to Plan(s) in the action dialog, then the tick button to save or the cross to cancel	Saved at once. The action’s status and holder do not change.
Create an action from a plan page	Users with the Create level or higher on the Action Manager row	New action on the plan page	The new action is added to that plan from the start.
Remove an action from a plan	The plan’s creator or a user with the Admin level on the Super area row. Either one also needs the Create level or higher on the Action Manager row.	Remove action from plan on the action’s row on the plan page. The dialog asks: “Are you sure you want to remove this action from current plan?”	The action leaves this plan only; it stays in the Action Manager and in its other plans.

Rules for choosing plans in an action

Rule	What it means
Existing plans only	Add to plan(s): offers the plans that already exist, in alphabetical order. To use a new plan, create it first with New plan.
Opened from My plans	When My plans is the last tab you chose on the Action Manager page in this browser tab, also while you work in a plan you opened from it, Add to plan(s): offers only the plans you created. The browser remembers the tab only as long as the browser tab stays open.
Logged	Every change to an action’s plans, also removing it from a plan on the plan page, is recorded on the action’s Log tab.
Deleting an action	A deleted action disappears from all its plans.

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