05 / Plan
Pull Plans
Make the sequence visible before the constraint becomes a delay.
Plan several system and workstream rows in parallel, link tasks across rows and keep the working-day sequence, owners and constraints in one visual workspace.
Operational outcome
Teams gain a practical weekly control surface with a configurable look-ahead rather than another static programme extract.
05
Core capabilities
What Pull Plans brings into the thread.
Cross-row predecessor and successor links
Multi-select copy and move
Constraints log and configurable look-ahead
How it works
From first action to retained outcome.
- 01
Configure area, system and workstream rows.
- 02
Place owned tasks on a Monday-Friday timeline.
- 03
Link the sequence within and across rows.
- 04
Record constraints directly against affected tasks.
- 05
Use overdue, due-this-week and future views to drive action.
Connected by design
Pull Plans does not become another island.
Systems, people, assignments, records and permissions keep the module connected to the rest of Root.
SystemsMy WorkAnnual LeaveAnalytics
Built-in controls
Clarity at the point that matters.
Unsaved-change protection
Inspector-level Save
Standard week numbering
Traceable constraint resolution
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