Workflows

Your workflow is a shortlist of project stages you intend to work on. Adding a stage to it does not complete the work or create an invoice.

Choose work

1. Open the workflow control in the header and click View Forecast, or click Forecast on your dashboard.
2. In Project Stage Forecast, find the stage you want.
3. Turn on its Workflow switch. Turn the switch off again to remove the stage from the shortlist without changing its status.
4. Open the header workflow list to see the selected stages, their project references, addresses and titles. Click a project reference to open its Stages tab.

The personal forecast uses the stage owner to select your work. Archived projects, projects on hold, stages on hold and stages already linked to an invoice are excluded. The forecast also excludes completed stages. Explicitly Non-fee earning stages can still appear: they are work to track even though they do not require an invoice.

Complete a stage

Expand an entry using its chevron. Enter Hrs and Mins if you want to record time, then click the tick labelled Complete stage. This action marks the stage Completed, sets its completion date to today and removes its workflow selection. If the stage has no start date, PlanMan fills that with today too.

Time is optional. If you enter hours or minutes, a new time log is recorded against that stage for today; it is additional to any time you have already logged. If the work is unfinished, use Time Recording to record time without completing it.

Completing a fee-earning stage can make it available for invoicing. See Projects Due For Invoicing.