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Upload required schedule deliverables from your checklist link

Use your personalised schedule collection link to review your required items, upload the right files, and submit everything securely.

Audience

This guide is designed for project manager.

Steps​

Open the tokenised link you received by email. After verification, you will see a secure page confirming your verified email domain and showing only the schedule items you are responsible for.

Open your personalised schedule collection link

Step 2: Review your required information checklist​

Scroll through the "Your required information" section to see each deliverable, including its status badge, effective due date, and any format requirements or reviewer notes so you know exactly what is expected.

Review your required information checklist

Step 3: Identify items that need your attention​

Look for items marked as outstanding or with changes requested; these will be highlighted as needing attention and will offer an upload action, while items already accepted or under review cannot be changed.

Identify items that need your attention

Step 4: Prepare your files to meet the requirements​

Check each item's format and size requirements before uploading. Ensure the document content matches any reviewer comments so that your submission is likely to be accepted on the next review.

Prepare your files to meet the requirements

Step 5: Upload files using the drop zone​

For each item that allows uploads, drag and drop your file into the drop zone or use the file picker. Accepted file types and size limits are shown, and uploads are scanned automatically for security.

Upload files using the drop zone

Step 6: Confirm queued files for each checklist item​

After you add a file, check that it appears under the correct deliverable with its file name and size. You can remove and replace a file if you selected the wrong one before submitting.

Confirm queued files for each checklist item

Step 7: Re-upload files for items with changes requested​

If a deliverable has a changes-requested status, upload your revised file to the same item. The system routes the new version to the existing schedule line so reviewers can compare and approve it.

Re-upload files for items with changes requested

Step 8: Enter your contact details in the submission form​

Fill in the submission form fields, including your name and email address if they are not prefilled. Ensure the email is valid so reviewers can contact you if they need clarification.

Enter your contact details in the submission form

Step 9: Submit your completed schedule collection​

When all required files are queued and your details are complete, select the submit button. The page will show a loading state while your files are uploaded and the submission is processed.

Submit your completed schedule collection

Step 10: Check submission confirmation and next steps​

After a successful submission, review the confirmation message so you know your files have been received. Use the provided link or instructions if you need to return to PlanOps or follow up with the project team.

Check submission confirmation and next steps

Last updated: 2026-07-13