Share and unshare plans

Planning doesn't end after you create a plan. At some point, you need input from colleagues. Share your plan to bring others in on the action. Use this process to delegate updates, collect feedback, or distribute a final version for review.

You remain in control of who sees what, so you can be at ease while your team works in sync. Remember to first define user level of access before you share plans, as discussed in Manage user permissions. To share a version as read-only, lock it first, as discussed in Lock and unlock plans.

Start

1. Open a plan.

2. From Actions, select Manage versions.

3. Navigate to the version you want to share or unshare.

4. Select and then Manage sharing.

5. From the User dropdown list, do one of the following:

   • Share: Select a user to add a next to their name.

   • Unshare: Select a user who already has a next to their name.

6. Select Save.

From the home screen, appears next to the plan name.