Marking done, deferring, promoting
Act on forecast components without losing the reserve study context.
What it is
Each forecast component can be worked like a planning object: mark it done, defer it a year with a reason, reopen it, archive it, or promote it to the maintenance board when it becomes active work.
What you can do
- Add as card: puts the item on the board as one card in Planning. From then on the card owns the work: the item shows only Open card (or Open project). Move the card to Done when the work is finished: the item is then recorded as done in the year the card was completed. Moving the card out of Done again reopens the item. To defer instead, cancel the card; the item then offers Mark as done and Defer a year again. For an item in a project, defer the whole project's report items from the project's menu.
- Create project (the arrow next to Add as card): starts a project named after the item, with the item as its first card. If the item is already on the board, that card moves into the project and keeps its number and history.
- Add to existing project: adds the item to an open project you pick. Once a project vote has passed, a new item needs an add-to-project or budget-increase vote, as on the board.
- Mark as done when the work was done without a card on the board. Pick the year it was finished; Pleno records it and adds a card in Done so the history has it. The toast offers Open for that card. To undo, use Reopen item: the card it added is archived.
- Defer a year (any open item with a year that isn't on the board) with a reason, when council pushes timing. The toast offers Undo, and Undo last defer stays on the item. An Undo only removes that defer: if someone else acted on the item since, nothing is removed. A defer made before the year was edited can't be undone; edit the year instead.
- Defer a whole project: on the board, a project with report items has Defer report items a year… in its menu. Each of its open report items moves a year with the same reason, and each can be undone on its own here.
- Edit an item (the pencil in the panel) to correct its title, category, work type, condition, projected year or cost. The change applies to this building's copy; the uploaded report stays as it was, the item is marked Edited by council, and its history records each change from and to. Items from the report can be edited by admins (president, VP, delegated PM); items the council added can be edited by anyone who can work cards.
- Reopen or archive items as the plan changes.
Who can do it
Any plan, with maintenance operate permission. These actions work on a forecast your strata already has, so they keep working after a trial ends.
Limits and things to know
- Promoting creates real board work. There is no open-card limit on any plan, and a Free strata that already has a forecast can promote from it.
- Deferral reasons help the next council understand why a year moved.
- Creating a project or adding an item to one is for admins (president, VP, delegated PM), as on the board.
- An item needs both a year and a cost to sit on the timeline.