Convert a plan to an application

When you convert a plan to an application, you retain all the assets and groups from the plan, but any artifacts related to due dates and submission requirements are removed.

About this task

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

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

  • The new application is created with a Closed status.
  • The plan logo is retained as the application logo.
  • All announcements from the plan are removed.
  • All plan tasks are converted to application sections.
  • The task names from the plan are retained and applied to the sections in the application.
  • Any task guidance is retained and applied to the sections in the application.
  • The assets and user groups from the plan tasks are applied to the section in the application.
  • You cannot set due dates for application sections. All due dates from the plan are removed.
  • You cannot require submission for application sections. All submission requirements from the plan are removed.

Procedure

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

Results

The new application opens in the application management page. See Manage an application for details on modifying the application.