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Finalize Work Plan

Finalize Existing Workplan
 
 
1

Report Type

1. Report Type
Use this pull down to isolate your own commitments based on your username, your companies commitments, a specific team's commitments, or the entire project's commitments. 
2

Workplan Start - End Dates

2. Workplan Start - End Dates
This will show the Start Date and the End Date of the selected team's workplan.
3

Summary By  Status

3. Summary By  Status
Each of those cells will display the summary of the matching commitments in the plan.  Click the Cell to isolate those tasks.
4

Synchronize

4. Synchronize
Synchronize with the server.
5

Finalize Workplan

5. Finalize Workplan
When this button is enabled, you can finalize the work plan.  Commitments Remaining count should be zero for any given team to enable this button.
6

Swimlanes Option

6. Swimlanes Option
If this is enabled, the resulting tasks will be automatically arranged in the most appropriate swimlane layout.