Applications and Plans

Applications and plans let you organize logically related Planning Analytics Workspace assets such as books, view, and websheets in containers.

An application contains related assets that are grouped in sections. These sections might reflect the structure of your organization, planning and budgeting requirements, or any other relevant grouping of assets. While an application contains logically related assets, there are no implied or required actions associated with the assets or sections in an application. An individual asset can belong to more than one application.

A plan contains assets that are grouped in steps. These steps can represent discrete tasks or contributions that must be completed in a planning or budgeting process. While steps can be ordered in a plan, there is no requirement for contributors to complete the steps sequentially; they can be completed in any order. Steps can also be assigned a due date for contributions. An administrator can require that steps be explicitly submitted for approval, and an administrator can reject and reset a submission.

For complete details on creating, managing, and using applications and plans, see Applications and plans.