Change current state of Planning records

The state of a Planning record can change either automatically, manually, or both. In some cases, the project is configured to automatically change the state of a Planning record, depending on the workflow that is designed for your process.

Planning states

Examples of Planning states:

• Available

• Active

• Closed

• Pending

• On Hold

For more information, see Understand the Planning workflow.

To change the current state of a Planning record manually

• In the results grid, right-click the Planning record, point to Change State, and select the required state; for example Active or Pending.

  The available states depend on the specific configuration for your site.

To change the Planning state for multiple records

You can multi-select Planning records that are currently in the same state and perform a manual state change on all of them. Previously, you needed to make these record state changes one at a time.

Note When a TagDownload is configured at that Planning reporting point, the multi-select state change function to Active is disabled.

1. Select the first Planning record, hold the Shift key and select the last record. All records must currently be in same state.

2. Right-click the selection, point to Change State, then choose the new Planning state. Only valid states will be available.

   

   A message appears and displays how many successful changes occurred.

   Note In the default Planning workflow configuration, only one Planning record may be in the Active state at a time. Only one record will change.

Related topics

• Planning states and business rules

• About Planning

• Add Planning records in the Results grid

• Modify Planning records in the Planning Schedule chart