The Plans page provides a searchable, filterable list of all planning documents in the system. It serves as the entry point for managing higher-level planning records that organize projects and treatments.
Plans Dashboard
Filtering and Search
At the top, users can narrow the list using filters — Unit Index, plan type status (NTMP), Mini Plan status, funding source status (Funded by Equip), Revision status, and Start Date. A Filter button applies the selection and a Clear button resets it. A free-text search bar is also available for quick lookup by name or ID. Or, click a column heading to sort it in ascending or descending order.
Table
Plan Table Columns
Table Actions
Plan Actions
View Plan
View Plan
The record is organized into five tabs:
1. Overview
The Overview tab is the landing tab when a plan record is opened. It displays a mini map showing the plan's geographic context alongside a Details panel containing the plan's key attributes. An Edit button in the top right of the Details panel allows authorized users to modify the record.
2. Mapping
The Mapping tab expands the plan's map, zooms in on the plan, and adds map tools to the map. The **Feature Manager **appears below the map.
3. Projects
Link Projects Menu
4. Comments
The Comments tab allows users to add and view comments on the plan record, supporting collaboration and internal notes without modifying the core record data.
5. History
The History tab provides an audit log of changes made to the plan record, including what was changed, by whom, and when.
New Plan
New Plan Window