Review plan sets only contain plan documents that have one or more open comments.
To create a plan set for distribution:
- Select the Plan Review tab. The Plan Review layout is displayed.
- Specify your desired search criteria in the Search Project section.
- Click Find. The search results list is displayed.
- Select a project from the search results list.
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Select one of the following folders from the Project View pane:
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Plans and Documents: Select this folder to select the individual plan documents with open comments to include in the review plan set.
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Review Cycle Documents: Select this folder to add all plan documents with open comments to the review plan set.
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From the Plan Review ribbon, in the Create ribbon group, select Create Plan Set. Documents with open comments are merged together into a plan set document and saved in the Review Cycle Documents folder.
Note:
Comments marked as Internal Only are not included in generated plan sets.