Symbient Opta User Documentation
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How to Add Items to Plan

Prerequisites: Plans
Alternatives: None See Also: Delete Items
Modify Items

  1. Log into Symbient Opta and click on the menu options: Planning

    You will now see a list of any existing Plans

  2. Select an existing Plan or add a new Plan and select the Plan tab.
  3. Click the Add Item button. This will open a modular dialog.
  4. When the new item dialog opens, fill in all required information along with any optional fields.
    1. Required Fields
      1. Project - The project under which the new item should be stored
      2. Name - The name of the item to be added
    2. Optional Fields
    3. Parent - Select the parent plan item if applicable
    4. Start Date - The projected start date for the item
    5. End Date - The projected end date for the item
    6. Progress - The progress for the item. This can be adjusted over time while the item is in progress
    7. Description - This is field can contain longer text to describe the purpose of the item
  5. Once all information is provided click save
  6. Once the item is successfully saved the plan will update automatically and the new item will appear.
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