Plans
A Plan object type facilitates audit resource scheduling
and allocation at any level. For example, you can create a single Plan object for an entire audit,
or you can create one Plan object per task for each auditor who is involved with the audit. Plan
objects are used to determine the availability, skills, and experience required of the desired
resource. OpenPages® Audit views, reports, and so on, are
aligned with Planning at the Audit level. Plans can instead be associated to Audit Sections, in
which case these components would need to be modified.
Plan objects also drive time tracking - all time is tracked against Plans. A Timesheet object type is used to record weekly actual hours and expenses that are expended against a Plan object for an Audit. Because Timesheet objects are associated with Plans, it is easy to track deviations between planned and actual time and expenses.
You typically create or modify a Plan object by using the Add or Modify Plans helper, which audit owners can access from a link on the Audit task view. You can also edit plans (but not create them) by accessing the menu item.