Using the Acquisition Plan Summary responsibility in CLM, navigate to the Acquisition Plan Summary link which will take you to the home page. The home page is the main page that helps you create, view and manage your acquisition plan summary documents.
The home page has several regions that you can use to view and manage Acquisition Plan Summary documents.
The first region enables you to perform a simple search or an advanced search for Acquisition Plan Summary documents. The simple search LOV requires that you select a Name or Number and enter the value in the next field, and then click Go.
Click the Advanced Search link to open the Advanced Search page. Enter search criteria values such as Effective Date, Operating Unit, Status, Administrator, etc and then click Go to retrieve your Acquisition Plan Summary document(s).
To create a new Acquisition Plan Summary: Click the Create Acquisition Plan Summary button above the search results region in the Advanced Search page. Additionally, use the Export button to export the Acquisition Plan Summary documents found in the search results region to a comma-separated MS-Excel spreadsheet.
Use the Select radiobutton to select an Acquisition Plan Summary document and then select the Open value from the Actions LOV, then click Go. This action will open the selected Acquisition Plan Summary document.
Click the Simple Search button to return to the Acquisition Plan Summary Simple Search page.
The Acquisition Plan Summary home page consists of the following regions:
The Recent Acquisition Plan Summaries region displays a list of Acquisition Plan documents, with any status, that you, as the current logged in user, recently viewed, created or updated. The documents are sorted on the view date and displayed in descending order of the view date. Click the Acquisition Plan Summary number link to open the document in read-only mode, or click the Update (pencil) icon to update the document. Click Full List on the top right corner of the region to view all your Acquisition Plan Summary documents.
The Milestones region displays all the milestones belonging to all the Acquisition Plan Summary documents, including recurring milestones. Click Manage Milestones to open the Manage Milestones page. The Search region enables you to search for a single or a set of milestones, depending on the search criteria you enter.
Click the Update (pencil) icon to update the milestone. Note that you can also click the Update icon on the home page (Milestones region) for a milestone if you need to update it.
Note: You can update one milestone at a time, you cannot change multiple milestones in a single update operation.
The most frequently used action in the Update Milestone page is to update the status of the milestone. Click the Status list of values to select a relevant status for the milestone. Optionally, enter comments in the Notes text area to record your updates. Click Apply to save your work and return to the Acquisition Plan Summary home page.