Add and configure a Planning record state

A Planning record state indicates the current status of a Planning record. AVEVA™ Production Management supplies pre-configured record states and you can create custom record states.

Planning workflows

You can define the order of Planning states, their appearance in the Production Analyst grid, and their behavior.

For more information, see Planning workflows.

Important: Be aware that when a Planning record transitions to the Active state, this triggers any configured Actions for the Planning reporting point.

To add a Planning record state

You can add record states to the Record State Manager under the Planning configuration item.

1. In Studio, expand the System Configuration folder and the Planning configuration item.

2. Right-click Record State Manager, and then click Add State Definition. A new record state appears.

   

3. Rename the record state with a meaningful name.

4. Configure the properties. For guidance in configuring the properties, see Record State properties.

Related topics

• Overview of Planning

• Planning workflows

• Add and configure Planning transition state