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Approving a workplan

If you manage staff, Opus shows you each of their workplans and where it's up to.

  1. Open the workplan from your dashboard.
  2. Check the allocations. Opus shows total hours, the breakdown by activity type, and how the plan tracks against the staff member's FTE and workload target.
  3. If something needs to change, adjust the allocation or send the plan back with your feedback.
  4. When you're happy, approve the plan.

Once you and the staff member have both signed off, the plan is final and locked. Opus keeps the full history of changes and approvals against the plan, which makes audits and disputes much easier to resolve.