Using the Programme Plan

It can be accessed by clicking the Programme Plan option in the Associated Items panel of a programme record.

Checklist items are displayed in italics and plan items are displayed in regular text.

To add or edit a plan item:

• Click the Add Row button on the Programme Plan ribbon.

Alternatively, double-click an existing record with a Plan Type of 'Plan Item'.

The New (or Edit) Plan Item window is displayed.

• Ensure that 'Plan Item' is selected from the Plan Type drop-down list.

• Enter or edit the remaining details on the General tab.

The remaining fields on the New (or Edit) Plan Item window are described in the following table:

This field…	Holds this information...
Milestone	Whether the item is a milestone.
Item Name	The name of the item.
Baseline Start Date	The baseline start date of the item.
Baseline Finish Date	The baseline end date of the item.
Target Start Date	The target start date of the item.
Target Finish Date	The target end date of the item.
Actual Start Date	The actual start date of the item.
Actual Finish Date	The actual end date of the item.
Duration	The duration of the item. Editing this field updates the Baseline Finish Date, Target Finish Date and Actual Finish Date fields.
Budget Cost	The budget cost of the item.
Status	The status of the item. These can be defined in Programme Plan Item Status Reference Data (accessed by navigating to Maintenance > Programmes > Programmes).
Progress	The progress of the item in per cent.
Notes	Any notes on the plan item.
Parent Item	The parent item. Ellipses are prefixed to the item name on the Programme Plan screen to clearly denote its level.
Last Updated By	The user who last updated the item record.
Last Updated	The time and date that the item record was last updated.

• Add or edit any predecessors on the Predecessors tab. Refer to Managing Predecessors for further information.

• Click OK.

To add or edit a checklist item:

• Click the Add Row button on the Programme Plan ribbon.

Alternatively, double-click an existing record with a Plan Type of 'Checklist Item'.

The New Plan Item (or Edit Checklist Item) window is displayed.

• Ensure that 'Checklist Item' is selected from the Plan Type drop-down list.

• Enter or edit the remaining details on the General tab.

The remaining fields on the New Plan Item (or Edit Checklist Item) window are described in the following table:

This field…	Holds this information...
Milestone	Whether the item is a milestone.
Description	A description of the item.
Baseline Start Date	The baseline start date of the item.
Target Start Date	The target start date of the item.
Actual Start Date	The actual start date of the item.
Action Required	The duration of the item. Editing this field updates the Baseline Finish Date, Target Finish Date and Actual Finish Date fields.
Owner	The person responsible for the checklist item. Select from the following: Free Text - type into the field if the person is not a user or contact in K2 User - type the user's username and select from the drop-down list Contact - type the contact's name and select from the drop-down list
Completed	Whether the item is completed.
Notes	Any notes on the plan item.
Parent Item	The parent item. Ellipses are prefixed to the item name on the Programme Plan screen to clearly denote its level.
Last Updated By	The user who last updated the item record.
Last Updated	The time and date that the item record was last updated.

• Add or edit any predecessors on the Predecessors tab. Refer to Manage Predecessors for further information.

• Click OK.

Use the Predecessors tab to define items that are required to be carried out before the current item.

A plan item must first be saved before you can add predecessors.

To add a predecessor:

• Add or edit a Plan Item or Checklist Item

• Click the Add button on the Predecessors tab.

The Predecessor Link window is displayed.

• Select the predecessor item from the Predecessor drop-down list.

• Select the link type from the Link drop-down. You can select from the following:

  • Finish To Finish - the predecessor must end before the successor ends

  • Finish To Start - the predecessor must end before the successor starts

  • Start To Finish - the predecessor must start before the successor ends

  • Start To Start - the predecessor must start before the successor starts

• Click OK.

To remove a predecessor, select the relevant predecessor and then click the Remove button.

You can only remove plan items at the lowest level in the hierarchy, for example, you cannot remove items which have child items beneath them unless you remove the child items first.

To remove a plan or checklist item, select the item and then click the Remove Row button on the Programme Plan ribbon.

You can re-order plan or checklist items by selecting a record and then clicking the Move up and Move down buttons as appropriate.

You can only move plan items up and down in the same child hierarchy. You cannot move up and down child items outside the parent plan item.