Convert an application to a plan

When you convert an application to a plan, you can organize your assets in tasks, assign due dates, and require contributor submissions.

About this task

You must have the Full control permission on an application to convert it to a plan.

When you convert an application to a plan, the following actions happen:

  • The new plan is created with a Closed status.
  • The application logo is retained as the plan logo.
  • All application announcements are removed.
  • All application sections are converted to plan tasks, and the status for each task is Closed.
  • The section names from the application are retained and applied to the tasks in the plan.
  • Any section guidance is retained and applied to the tasks in the plan.
  • The assets and user groups from the application sections are applied to the tasks in the plan.
  • There are no due dates set for any plan tasks.
  • The Require submission option is set to No for all plan tasks.

Procedure

  1. Open the application management view. There are two ways to open an application for management:
    1. Click the application tile on the Planning Analytics Workspace Home page.
    2. Click the application name in the Applications and Plans page.
  2. Click Application actions, then Save as.
  3. Enter a name for the plan, then select the Plan option and click OK.

Results

The plan opens in the plan management page. See Manage a plan for details on modifying the plan.