To replace the action plan
The project owner can replace the action plan for an active project at any time. All completed tasks, notes, and email notifications are preserved in the project history.
1. From Process Mgr, select Process manager.
2. Select the project.
3. Click the Action Plan tab.
4. Next to Replace Action Plan With select the desired action plan.
5. Click Change Action Plan.
6. Click Save.
To bypass a stage in the action plan
The project owner can easily bypass any intermediate stage in the action plan, if that stage has become irrelevant to the completion of the action plan. When you bypass a stage in the action plan:
■ The next stage starts.
■ All incomplete (or never begun) tasks, notes, and e-mail notifications from the bypassed stage are marked with a Cancelled status.
1. From Process Mgr, select Process manager.
2. Select the project.
3. Click the Action Plan tab.
4. Next to Current Stage, select the desired current stage.
5. From the Update Previous Stages Status list, select the status of the stage to be bypassed.
6. Click Change Current Stage.
7. Click Save.
To add tasks
1. From Process Mgr, select Process manager.
2. Select the project.
3. Click the Action Plan tab.
4. Click Add New. Complete the task information.
5. Click Save.
The new task appears on the task list.
To change the task owner
If you have access privileges, you can change the owner of a task to any Opportunity Owner who has a defined user record.
1. From Process Mgr, select Tasks.
2. Enter the search criteria and click Filter.
3. Select the task and open it.
4. Next to Assignee, select the browse button to find a new person whom you want to assign as the new task owner.
5. Click Save.
6. Close the Task Viewer window.
The original task window shows that the task is assigned to this owner. The task appears in the new owner's task list.