Working with 6-Project Management > 6-11 Document Control > 6-11-5 Plan Records > Entering and tracking a set of plans

Entering and tracking a set of plans

Note: This functionality is available only if you have the Document Control Module.

To enter and track a set of plans:

1 Open 6-11-5 Plan Records.
2 Do the following:
a In the Plan# box, enter the revision number.
b In the Job box, enter the job number.
c If the job uses phases, enter the phase number in the Phase box.
d In the Date box, enter the date.
e In the Description box, enter a brief statement about the set of plans.
f In the grid, in the Description cell, enter a brief statement about the plan revisions.
3 On the File menu, click Save.

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