# NEW! GPT - The workflow

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### Dependencies on the Planning Status

It's important to understand that many functions in Qvantum are only possible once the planning has started. Adjustments to the model or changes to a structure cannot be made during the active planning phase, as it often necessitates recalculating the entire cube.

The following table shows the effects of starting, pausing, or ending the planning.

| Status                   | Effects on Controllers/Owners                                                                                                | Effects on Planners                                                   |
| ------------------------ | ---------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------- |
| Planning in Preparation  | A controller can prepare the individual planning elements (model, data, team, and forms).                                    | Planners have no access to QVANTUM at this status.                    |
| Planning Started         | The planning is released to the invited team. No changes can be made to the planning elements of model, data, and team.      | Planners receive their access data and can begin entering values.     |
| Planning Paused          | A controller can adjust the individual planning elements (model, data, team).                                                | Entering values is temporarily not possible for planners.             |
| Planning Ended           | Planners can no longer modify the planning. Before a new planning is prepared, an export of the entered values is requested. | Entering values is not possible for planners until the next planning. |
| Planning Ended, Exported | Planners can no longer modify the planning and the current state of the data has been exported.                              | Entering values is not possible for planners until the next planning. |

### Start of the Workflow

With the start of planning, the accesses of the planners are activated. Planners can now log in and enter their planning values. Also, the planning status (see Figure 1) is now displayed to the planner.

Only after the planning has been activated do the planners see the important field "Planning Status" in the upper menu bar.

### The Planner's Planning Status

The process for the planner is extremely straightforward. The planning status, which initially appears as "Open," is displayed in the upper menu bar. Once a planner has entered all the required numbers, they can set their status to "Completed". It's important to note that this status change only affects their part of the planning. For other planners, the status remains unchanged as "open".

<figure><img src="/files/1qLSkfZQ1WmLCp51wxIA" alt=""><figcaption><p>The field 'Planning Status' (visible only to planners</p></figcaption></figure>

A planner can only change the status from **"Open"** to **"Completed"**. If the status **"Paused"** is displayed, it means that the owner has paused the entire planning. During this time, no further numbers can be entered.

Once a planner sets their status to "Completed," they can **no longer make any changes**. If this is still required, they must contact the owner, who can then reactivate their access and thus set the status back to "Open" for them.

### Overview of the Entire Planning for the Owner

As an owner, you cannot set a status and also do not see the "Status" field in the upper menu bar. However, on the **Teams Tab**, you now see which of the planners have already submitted their work and who still has the status "Open".

After reviewing the work of the planners, you can set the status to **"Approved"**. This helps you keep track of which plans you have already reviewed and which are still pending. The planner does not have the permission to change the status to "Approved". This function is intended exclusively for the owner to maintain better oversight on the team page.

Additionally, you have the option to give a planner, who has already completed their planning, access again. This may be necessary, for example, if a planner approaches you asking to make corrections.


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