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:
Click Users from the left-hand menu, locate the User/Team and click their name
Navigate to the Plans section in their account panel and click on the User's plan
On the Plan's side panel, click the three dots in the top right corner and select Open timeline
Note: 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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