Plans

A plan contains assets that are grouped in tasks. These tasks can represent discrete tasks or contributions that must be completed in a planning or budgeting process. Each task in a plan must be completed by contributing data to the books, views, and websheets in the task.

Plans are created by Planning Analytics Workspace administrators, analysts, and modelers. The plan creator can give owner permissions for the plan to other users. When you log in to Planning Analytics Workspace, the plans that you can use appear at the bottom of the home page on the Your Applications tab. Plans are identified by the icon.

You can view the details of a plan from either the home page or the Applications and Plans page. The details page shows the status, announcements, tasks, and assets for a plan.

You can also copy the plan ID and the task ID directly from the interface. To copy the plan ID, click the Plan actions dropdown menu, then click Copy plan ID. To copy the task ID, click the Action menu next to your task, then click Copy task ID. After you copy the plan or task ID, a confirmation message displays the name of the plan or task that you copied. You can then find the control cubes that are related to the plan, or to pass the plan or task ID to the related processes.

While the details page is largely a 'read-only' snapshot of a plan, you can click any asset to open the full contribution page for the plan.

To view the details of a plan, use one of the following methods:

• If you are a user with the Full control permission, click the Options icon on the plan tile, then click Details. You can also click the Options icon for the plan in the Applications and Plans page, then click Details.
• If you are a contributor, click the plan tile on the home page to open the plan details. You can also click the plan name in the Applications and Plans page to view plan details.