Projects and standard plans
Link a project to a standard and read its plan on the project page — the phases in order, the documents each phase delivers, and which you already have.
A project is planned work: milestones, tasks and an owner. When the project carries out a standard from your catalog, link the standard and the project page shows its plan beside the work.
Link a standard
- Open the project.
- Choose Standard plan in the record's side buttons.
- Pick the standard under Standard. Only the standards in your workspace that have a written plan are offered. Choose No standard to unlink it.
A project carries out one standard at a time.
Read the plan
The panel lists the plan's phases in the order you work through them. Under each phase are the documents the plan builds in it: every document that answers one of the standard's clauses or is evidence one of its controls asks for, the phase's main documents first:
- A filled check means your workspace has the document. Its name opens it.
- A dashed circle means the document does not exist yet.
Each phase shows how many of its documents exist, and the bar at the top counts the whole plan. A document counts when it was made from the plan's template or carries the template's name, the same way the assistant decides what is done, so the page and the assistant never disagree.
You see the documents of your own teams and the ones shared with the whole workspace. Archived documents do not count.
When the plan's order has not been reviewed yet, the panel says it is a draft.