Define a plan and assign co-owners

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

1. On the Planning Analytics Workspace Home page, click Applications and Plans.
2. On the Applications and Plans page, click Create, then click Plan.

   You can also create a plan directly from the Home menu . Click the Home menu, then click New and select Plan.

3. On the Create a plan page, under Plan details, enter a name and description for your plan. The description you provide is visible on the plan tile on the Planning Analytics Workspace Home page.

   Optional: Use the Upload files option to add one or more files to the plan overview. Any attachment you add here is available to users as a link immediately following the plan name and description.

4. Click Image to add an image to your plan. You can upload an image by clicking in the image box and selecting an image for the plan or dragging an image onto the image box.
5. Under Co-owners, select users that will be co-owners on this plan. Co-owners have full control over the plan and can modify all aspects of the plan.
6. Click Create.
   If you have more than one plan to create, you can duplicate the plan that you just created. On the plan page, click Plan actions and select Save as. Rename the duplicate and click OK. All details such as the Assets, Contributors, and attachments are copied over to the duplicated item.