If you have set up workplan approval functionality for your workplan on the Workplan Information page, your workplan must be approved before you can publish it. You can also set up your workplan to be published automatically once it is approved.
If you have not set up workplan approval functionality for your workplan, you can manually publish your workplan.
For more information about setting up workplan approval functionality, see: Setting Up Workplans.
You can submit a workplan through the Update Tasks and Maintain Versions pages. When you do this the Workplan Status changes from Working to Submitted.
When you submit a workplan for approval, Oracle Projects calls the Workplan Workflow Extension, which enables you to customize workflow processes for submitting, approving, and publishing the workplan.
The system then sends a notification to the approver that you have specified for the project on the Workplan Information page. This notification enables the approver to immediately approve or reject the workplan after they complete their review.
When the approver approves the workplan, the workplan's Workplan Status changes to Approved. Approved workplans can be published.
If the approver rejects the workplan, the workplan status changes to Rejected. You can rework the workplan (through the Maintain Versions page) and submit it again for approval. You must rework and resubmit the workplan until it is approved before you can publish it.
Note: When a workplan is in Submitted, Approved, or Rejected status, you can only make changes to it using the rework functionality.
The system sends e-mail notifications to the project manager when workplans are either approved or rejected.
You publish workplans to notify team members of workplan changes.
Note: If you have enabled workplan versioning, the publication process also facilitates the collection of progress information for a project. The system enables you to submit progress records only for the latest published workplan version. For more information about project collection see: Managing Progress.
If you have not required approval for your workplan on the Workplan Information page, you can publish the workplan at any time using the Update Tasks and Maintain Versions pages.
If the workplan requires approval but is not set up to be automatically published upon approval, you can manually publish it when it is approved. When the workplan is approved, you can publish it using the Update Tasks page or Maintain Version page.
You can arrange for the system to automatically publish the workplan after it is approved. For more information, see: Setting Up Workplans.
When a workplan is published, the system sends notifications to task managers and others with security access equivalent to that role. The system can deliver notifications through the Oracle Projects user interface or send them as email.
For more information on this functionality, see: Setting Up Workplans.
Note: : Multiple working versions of the workplan are allowed only for non-shared workplans. When any of the working versions is published, all the other working versions of the workplan are deleted.