Contribute to a plan

Any user that is a member of a user group that is assigned to at least one plan asset can open and contribute to a plan.

1. There are several ways to open a plan or task for contribution:
   1. On the Planning Analytics home page, click the Applications and plans tile, then click the Actions icon on the plan you want to use and select Open.
   2. On the home page, click the Home icon , then click Applications and plans. Click the Actions icon on the plan you want to use and select Open.
   3. From your email inbox, you might receive an email notification (at the plan administrator's discretion) informing you when a task to which your group has been assigned is opened. The email contains a link directly to the task in the plan. You can click the link to open the task and begin your contribution.
   The plan opens in the contribution page. If you open the plan from the home page, the first asset from the first task to which you have access is open and ready for your contribution. If you open the plan from a link in an email notification, the specific task mentioned in the email is opened.

   The left pane of the contribution page shows the tasks and other information you need to work with the plan.

   Note: If you are assigned tasks for contribution and approval, the tasks are separated under these two tabs on the contribution panel: Approve tasks and Contribute to tasks

   If you close the contribution panel, the interface retains your preference and the contribution pane stays closed the next time you log in and open any plan or application unless you open the contribution panel again.

   The contribution panel contains the following elements:

   Plan name

   The name of the plan is displayed at the top of the contribution panel.

   Plan announcements

   The announcements display in reverse chronological order, with the most recent announcement appearing first. Click View all to view all announcements or click the arrows to scroll through announcements.

   Task list

   You can see all tasks that your user group has been assigned to in the Task list.

   Due date

   Select a task from the Task list to see the Due date for that task.

   Task assets

   The assets associated with the selected task are displayed for you to work on.

   Submit and Complete buttons

   Tasks in a plan can be configured by an administrator to require submission. If a task requires submission, the Submit button is available. After submission, you can use the Revert submission button for regular tasks or the Revert member submission button for data accountability tasks to undo the submission if needed.

   If a task does not require submission, click Complete to indicate that the task is complete. Task completion can be managed through the Manage completion and Revert member completion buttons.

2. Complete your contribution to the first asset.
3. Click the next asset you want to work on and complete your contribution. Repeat until you've completed all your required contributions.
   Though tasks are numbered sequentially, you can work on tasks or assets in any order.
4. If a task requires explicit submission, click the Submit button after you've finished working on all assets in the task.
   If your task does not require submission, click Complete instead. Confirm completion by clicking Complete in the window that opens.
5. If the task requires submission and you are a member of multiple groups that are assigned to the task, click the Select list and choose the user group on whose behalf you are submitting your plan contributions. Optionally, you can choose Submit all groups to submit the plan on behalf of all groups to which you belong.
   If you are a member of only one user group assigned to the task, or if just a single user group is assigned to the task, you can't choose a user group; the submission is automatically made on behalf of your user group. You can also optionally enter a message to accompany your submission. The message can be viewed by your Planning Analytics Workspace administrator while managing submissions.
6. Click Submit to confirm the submission.

   When your submission is complete, a status message displays below the task assets indicating the time and date of your submission.

7. When you're done working, you can close the plan from the Planning Analytics Workspace Home menu.