{"id":1286,"date":"2021-05-20T18:03:15","date_gmt":"2021-05-20T18:03:15","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?post_type=ht_kb&#038;p=1286"},"modified":"2021-07-22T14:44:28","modified_gmt":"2021-07-22T14:44:28","slug":"configuring-plan-status-settings-in-orgplus-planning","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/bps\/knowledge-base\/configuring-plan-status-settings-in-orgplus-planning\/","title":{"rendered":"Configuring plan status settings in OrgPlus Planning"},"content":{"rendered":"\n<p>When in Planning, plan properties allow the ability to select a plan status. The plan status displays the name of the stage of the plan but also controls whether a user can edit a&nbsp;plan&nbsp;set to a specific status.  <\/p>\n\n\n\n<p>This area provides a list of available pre-defined statuses. In this view, you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Edit a status display name<\/li><li>Control whether a user can edit a&nbsp;plan&nbsp;set to a specific status<\/li><li>Disable email notifications that are being sent if a user shares a plan with another user. <\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"764\" height=\"646\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/05\/image-23.png\" alt=\"\" class=\"wp-image-1289\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/05\/image-23.png 764w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/05\/image-23-300x254.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/05\/image-23-50x42.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/05\/image-23-60x51.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/05\/image-23-100x85.png 100w\" sizes=\"auto, (max-width: 764px) 100vw, 764px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">To edit a status display name:<\/h2>\n\n\n\n<p>1.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Click to select the display name you want to edit.<\/p>\n\n\n\n<p>2.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Click the&nbsp;<strong>Rename<\/strong>&nbsp;button.<\/p>\n\n\n\n<p>3.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Type the new display name.<\/p>\n\n\n\n<p>4.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Click another status to close the editing box.<\/p>\n\n\n\n<p>5.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Click&nbsp;<strong>Save<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">To allow users to edit a&nbsp;plan&nbsp;in a specific status:<\/h2>\n\n\n\n<p>\u2022&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Click to select the&nbsp;<strong>Editable<\/strong>&nbsp;checkbox for the&nbsp;plan&nbsp;status.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">To prevent users from editing a&nbsp;plan&nbsp;in a specific status:<\/h2>\n\n\n\n<p>\u2022&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Click to deselect the&nbsp;<strong>Editable<\/strong>&nbsp;checkbox for the&nbsp;plan&nbsp;status.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">To disable email notifications: <\/h2>\n\n\n\n<p>\u2022&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Click to select the&nbsp;<strong>Disable email notifications <\/strong>checkbox. <\/p>\n\n\n\n<p> <\/p>\n","protected":false},"excerpt":{"rendered":"<p>When in Planning, plan properties allow the ability to select a plan status. The plan status displays the name of the stage of the plan but also controls whether a user can edit a&nbsp;plan&nbsp;set to a specific status. This area provides a list of available pre-defined statuses. In this view,&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[25,44],"ht-kb-tag":[],"class_list":["post-1286","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-planning","ht_kb_category-settings"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1286","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/comments?post=1286"}],"version-history":[{"count":3,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1286\/revisions"}],"predecessor-version":[{"id":1586,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1286\/revisions\/1586"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=1286"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-category?post=1286"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-tag?post=1286"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}