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What is the Plan Timeline feature?

As an admin, learn how to view the history of a Plan

Cassi M avatar
Written by Cassi M
Updated over a week ago

The Timeline for Plans allows administrators to view the full history of actions and their related details for a specific Plan in Optix.

To view the Timeline:

  1. Click Users from the left-hand menu

  2. Locate the User/Team and click their name

  3. Select Plans from side panel, adjust filters if needed, and then click Timeline found at the bottom of the Plan

The Timeline will show all Plan details including when the Plan was started, updated and/or canceled. It will also show all related details including invoice items created due to a Plan change and their corresponding status. Clicking on any line in the Timeline will display more details about that action.

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