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Works plans — frequently asked questions

How do I start a works plan?

See Start a works plan, which covers both starting one plan and starting several at once.

What are the validation stages?

There are four: initialisation, consolidation, validation by management, and budget entry. They are described in Move the plan through its stages.

How do I add a works line?

See Complete with your own lines, which covers the two routes: a line taken from the Stonal library, with its prices, or a line you enter freely.

How do I validate the works across my whole portfolio?

See Consolidate at portfolio level.