Create a plan

Create a plan to organize the books, views, and websheets used in your business processes for easier collaboration, and to provide guidance to process contributors.

Plans contain assets that are grouped into tasks which must be completed in a planning or budgeting process. You can assign contributors to a task, set due dates, and also define dependencies. Assigned contributors can complete the task by submitting data to the books, views, and websheets in the task.

You must be a Planning Analytics Workspace administrator, analyst, or modeler to create a plan. However, when you create a plan you can assign one or more co-owners to the plan. A co-owner has full control over the plan.

Any asset you want to include in a plan must reside in the Planning Analytics Workspace Shared folder.

There are three parts to plan creation:
  1. Define a plan and assign co-owners
  2. Add tasks with contributors and approvers
  3. Add announcements