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Project Plan

overview​

The Project Plan tab is listed as a project tab in the Projects module, and it is currently under development. Compass notes: “Project Plan — Re-enable after functionality is complete.” Because this feature is not available in the interface right now, there are no documented workflows, fields, or actions you can use within Project Plan at this time.

howToAccess​

  1. Open the Projects module.
  2. Open a Single Project (View Project Details).
  3. In the project tabs, locate Project Plan.

Project Plan is under development and is not currently available to use.

keyFeatures​

  • Project Plan tab (under development): The Projects module includes a Project Plan tab in the project tab list, but it is currently disabled while functionality is being completed.
  • Project tab navigation: In a single project, Compass lists these tabs: Overview, Project Details, Project Plan (under development), Tasks, Timesheets, Budgets, Travel, Notes, Contacts, Related Projects, Surveys, Files, Dayrates, Billings, Expenses.
  • Projects module scope: The Projects module supports Create New Project, Edit Project, View Project Details, Bulk Delete, and a Dashboard (shared PersonalDashboard widget).