Once you have configured the attributes for your plan, you can specify the data for each package and sub-package. The playbook manager is responsible for deciding who will fill in this data by assigning permissions using the Permission Matrix. They also determine when the data needs to be filled in. For example, suppose you want to track your spending forecast. In that case, you can set up "Predicted Cost" data based on the agreed-upon budget with contractors before completing tasks, and "Actual Cost" data after each package is verified.
1. To record specific data click on the red cogs symbol in the corner of the package or sub-package.
2. A window with active attributes will open. Add your data and click "Save".
3. You will notice the cogs icon changes from red to green, indicating that some attributes have been added.
Since all our attributes are optional, the icon will turn green after filling in any attribute. However, if we set up attributes related to "Cost" as required in the configuration settings, the icon will remain red until the required fields are filled. Read how to edit attributes here.
Click the cogs icon again to view your attributes. To update them, select the pen and paper icon in the top right corner.
