Planning Guide

A guide to planning for Administrators

Planning Preparation

Preparing Your Planning Version 

In order to start your Planning Cycle, you need to select a Planning Version that your Sales, Marketing, and Operations teams will use to capture their input. As part of this process, you will usually prepare the Planning Version with historical and/or actual performance data so that your teams have a starting point of reference for their Planning Activities.

Pre-Requisites

  • You will need to have the PLNR Administration permission set assigned to your user. 
  • You should be able to view the PLNR Administrator app. 

Select your Planning Version

Steps: 


  1. Select the Planning Version Tab from the navigation bar. 
  2. Select the Planning Version you would like to designate for Planning. 
  3. Update the status to “Data Management”. 
  4. Save the Planning Version.  

Figure 1.1 - Update Planning Version Status

Ready Planning Version with Data and Snapshots 

Steps:

  1. Navigate to Application Settings tab. 
  2. Under “Planning Preparation”, select the “Prepare Plan” sub menu. 
  3. Choose the Planning Version from the previous step. 
  4. Click "Next". 

Figure 1.2 - Select Planning Version

The data contained within the Opportunity Snapshot, Opportunity Planning Model, and Account Planning Models, all reflect (0) records. This ensures that you don’t have any existing data within this planning version.

Copy Data to your Planning Version

You have the ability to copy data from a previously “Closed” Planning Version as a basis for your Planning Version. This will allow your teams to have the Planning Version pre-populated with historical or actual performance data.

You can also choose to skip this step on the Planning Preparation, which will provide your teams with an empty Planning Version.

Steps:


  1. Select the Planning Version from which to copy data.
  2. Click Copy Data or Skip Step.

Figure 1.3 - Prepare Copy

If you have selected to copy from an existing “Closed” planning version, this step will also display the number of records that will be copied. 

Copy Data Process Progress

You will see the Copy Data progress through the various steps of the process.

Figure 1.4 - Copy Data Progress

You will also receive an Email Notification when the process completes.

Figure 1.5 - Prepare Copy Status Email

Check Processing Status for Planning Version

Once you submit processes, such as Planning Preparation, you can verify the Processing Status. 

Steps: 


  1. Navigate to the "Application Settings" tab. 
  2. Select the “Plan Status” option under “Planning Preparation” submenu. 
  3. In the “Planning Version” field, type in the name of your Planning Version or select it from the drop-down suggested values.

The Progress Status will show up on the right side of the window

Figure 1.6 - Check Processing Status for Planning Version

You will see the Progress Status for each of the processes related to the Planning Version you selected. 

Set the Default Planning Version 

In order to ensure that the teams are using the correct Planning Version, you can set a default Planning Version as well as Planning Measures they should use.

 

Steps: 


  1. Navigate to "Application Settings" tab. 
  2. Under the “Planning Settings” sub menu, click on “Planning Process”. 
  3. Under the “For Planning View” section, select the Planning Version along with Planning Measures. 
  4. Click “Save Plan Settings”. 

Figure 1.7 - Save Plan Settings

Your team can now proceed with their Planning Activities

Territory Planning 

Territory Plan

The Territory Planning model is a record that is available for organizations that have the Territory Planning functionality activated for their organization.

Selected users in organizations that have the Territory Management functionality activated, will be assigned to all Accounts and Opportunities in that assigned Territory.

This configuration will be completed by your System Administrator behind the scenes, Users will not have access to make this selection.

Accessing Your Territory Plan

PLNR Tab

Steps:

  1. Select the PLNR tab

Figure 1.8 - Selecting PLNR Dashboard

Accessing the Territory Planning Model

Users will have the ability to access the Territory Planning model by selecting the PLNR dashboard, be aware that there is no tab at the top of the screen for the Territory Planning model.

Steps:

  1. Select the "My Dashboard" dropdown
  2. Hover your cursor over the "Planning" option
  3. Select "Territory Planning"

Figure 1.9 - Selecting Territory Planning

Viewing Your Territory Plan
The Territory Plan view offers several options to display planning related information for your Planning Process.
  • Selecting a Planning Version

Figure 1.10 - Selecting a Planning Version

  • Selecting Planning Measures

Figure 1.11 - Selecting a Planning Measure

  • Selecting Plan Offerings

Figure 1.12 - Selecting Planning Offerings

  • Selecting a Territory (Users have the ability to select multiple Territories, if needed)

Figure 1.13 - Selecting Planning Territories

These selections will determine what data will or will not be displayed based on the Territory Plan view.

Display Options

Steps:

  1. Select a Display Options

Figure 1.14 - Display Options

Figure 1.15 - Territory Plan Display Options Filter

The Display Options allow users to see data from different years.

Data Restrictions

Steps:

  1. Populate the "Focus Account" checkbox (if applicable)

Figure 1.16 - Territory Plan Data Restrictions

This selection will determine if the Territory Plan view will display ALL accounts related to the selected fields, or if the Territory Plan view will only display Focus Accounts related to the selected Territory or Territories.

Load the Territory Plan View

Steps:

  1. Select the "Load Plan" button

Figure 1.17 - Territory Plan Load Plan Button

The Territory Plan view will appear in a wide-screen view, based on the filters that were selected.

Figure 1.18 - Territory Plan Display

Choosing Your Territory Plan Options

If you desire to see a different set of data on the Territory Plan, please adjust your selections in any of these fields by selecting the "Settings" button.

Steps:

  1. Select to "Settings" button

Figure 1.19 - Territory Plan Options Button

Update the Territory Plan options (as necessary)

Figure 1.20 - Territory Plan Options Display

Submit For Approval

Steps:

  1. Click the "blue" Territory Hyperlink
  2. Select the "Submit For Approval" button

Figure 1.21 - Territory Plan Hyperlink

Once the Territory hyperlink is selected you will be routed to a new screen

Figure 1.22 - Territory Plan Submit For Approval

Approval Process Pop-Up Window

Steps:

  1. Click the desired Territory Checkbox
  2. Type Comment (if necessary)
  3. Select the "Submit For Approval" button

Figure 1.23 - Territory Plan Approval Process Pop-Up Window

Your assigned manager will receive the Territory Plan approval email

Account Planning 

Your Sales, Marketing, and Operations teams can plan against their assigned Accounts. 

We offer two views from which they can plan: 


  • Account Plan - This Planning View allows the user to enter information for a list of Accounts. 
  • Account and Opportunity Plan - This Planning View allows the user to enter information for a single account along with associated Opportunities and is usually found on the Account record.

Account Plan

Accessing Your Account Plan 

The Account Plan view is accessible via the PLNR Planning app menu tab. 
 

Steps: 


  1. Navigate to Account Plan tab. 

The Account Plan automatically loads data for the default Planning Version and Planning Measures.

Figure 1.24 - Accessing Your Account Plan 

Choosing Your Account Plan Options 

The Account Plan view offers several options to display planning related information for your Planning Process: 


  • Planning Versions 
  • Planning Measures 
  • Planning Time Period 
  • Additional data filters 
  • Maximize planning view 

Figure 1.25 - Choosing Your Account Plan Options

You are able to select other Planning Versions that are in the “Open for Planning” status. 

Figure 1.26 - Selecting Other Planning Versions

You are able to select Planning Measures.

When choosing a “Parent” measure, all the “Children” measures are automatically selected. 

Figure 1.27 - Selecting Account Planning Measures

You are able to select Planning Time Periods to be displayed: 


  • Current FY 
  • Current and Next FY 
  • Current and Previous FY 
  • Current with Previous and Next FY 
  • Current with Previous 2 and Next 2 FY

Based on your selection, the Planning Time Periods are displayed across the top of the planning sheet.

Figure 1.28 - Account Planning Time Periods

You are able to select additional data filter options. 

Figure 1.29 - Account Plan Display Options

Display Options: 


  • Show Account Information Only - This option will display only the planning information entered at the Account level. All information related to Opportunities will not be displayed. 

  • Show All Tasks/Events - You can also choose to display only Open Tasks and Events or Hide All Activities.

Figure 1.29 - Account Plan Data Restrictions

Data Restrictions: 


  • Select Accounts Only - This option will only display Accounts that have the “Include in Planning” checkbox checked on the Account record. 
  • Accounts with Opportunities Only - This option will only display Accounts that have Opportunities associated.

You are able to maximize the planning view. 

Figure 1.30 - Maximize Account Plan Button

This will open the Planning View in a new screen

Figure 1.31 - Maximize Account Plan View

Once you have selected your options, you click on “Load Plan” to reload the Planning View.

Account and Opportunity Plan

Accessing your Account and Opportunity Plan

The Account and Opportunity Plan view is accessible via the Account record. 


Steps:  


  1. Navigate to an Account record
  2. Select the "Planning" tab

The Account and Opportunity Plan view automatically loads data for the default Planning Version and Planning Measures for the Account.

Figure 1.32 - Account Plan View

Choosing your Account and Opportunity Plan Options

The Account and Opportunity Plan view offers several options to display planning related information for your planning process similar to the Account Plan view: 

  • Planning Versions 

Figure 1.33 - Account Plan Planning Versions

  • Planning Measures 

Figure 1.34 - Account Plan Planning Measures


  • Planning Offering(s)

Figure 1.35 - Account Plan Planning Offerings


  • Additional data filters 

Figure 1.36 - Account Plan Additional Data Filters

Given then this view shows all information related to a single Account along with Opportunities

The additional data filters options are limited to: 


  • Hide All Activities
  • Show All Tasks/Events 
  • Show Open Tasks/Events

Users can access all of the Account Plan functionality from this screen OR the user can expand the Account Plan into a wider screen

Figure 1.37 - Account Plan Display Options

You can choose to display only Open Tasks and Events or Hide All Activities.

  • Maximize planning view

Figure 1.38 - Account Plan Maximize Button

Once you have selected your options, you click on “Load Plan” to reload the Planning View.

Figure 1.39 - Account Plan Load Button

Opportunity Planning 

Your Sales, Marketing, and Operations teams can plan against their Opportunities. 

We offer two views from which they can plan:

 

  1. Opportunity Plan - This planning view allows the user to enter information for a list of accounts. 
  1. Account and Opportunity Plan - This planning view allows the user to enter information for a single account along with associated opportunities and is usually found on the Account record. 

Guidance for this Planning View is covered under the Account Planning section. 

Opportunity Plan

Accessing your Opportunity Plan 

The Opportunity Plan view is accessible via the PLNR Planning app menu tab.


Steps:


  1. Navigate to Opportunity Plan tab. 

The Opportunity Plan automatically loads data for the default Planning Version and Planning Measures.

Figure 1.40 - Opportunity Planning View

Based on your permissions, you will see the list of Opportunities against which you are able to plan.

 

Choosing your Opportunity Plan Options 

The Opportunity Plan view offers several options to display planning related information for your Planning Process similar to the Account Plan view: 


  • Planning Versions 

Figure 1.40 - Opportunity Plan Planning Versions

  • Planning Measures 

Figure 1.41 - Opportunity Plan Planning Measures

  • Planning Offerings

Figure 1.42 - Opportunity Plan Planning Offerings

  • Additional data filters 

Figure 1.43 - Opportunity Plan Additional Data Filters

  • Time Periods

Figure 1.44 - Opportunity Plan Planning Time Periods

  • Maximize planning view

Figure 1.45 - Opportunity Plan Maximize Button

You are able to select some other Additional Data Filter Options.

Data Restrictions: 


  • Restrict to Select Accounts Only 

This option will only display Accounts that have the “Include in Planning” checkbox checked on the Account record.

Figure 1.46 - Opportunity Planning Data Restrictions Filter

Display Options: 


  • Hide All Activities 
  • Show All Tasks/Events
  • Show Open Tasks/Events

You can also choose to display only Show Open Tasks and Events or Show All Tasks/Events. 

Figure 1.47 - Opportunity Planning Display Options

Once you have selected your display options, you click on “Load Plan” to reload the Planning View.

Figure 1.48 - Opportunity Planning Load Plan Button

Submitting Your Opportunity Plan

Steps:

  1. Select "Submit For Approval"

Figure 1.49 - Opportunity Planning Submit For Approval Button

Steps:

  1. Choose the Opportunities to include in your Submission (Select either "Submit All Pages" or "Submit Current Page Only")
  2. Type in Comments (if necessary)
  3. Click the "Submit For Approval" button

Figure 1.50 - Opportunity Planning Approval Process Pop-Up Window

Planning Activities

Planning User Interface

Your Sales, Marketing, and Operations teams can plan against their Accounts and Opportunities. 

We offer three views from which they can plan: 


  1. Account Plan - This planning view allows the user to enter information for a list of accounts. 
  1. Opportunity Plan - This planning view allows the user to enter information for a list of opportunities. 
  1. Account and Opportunity Plan - This planning view allows the user to enter information for a single account along with associated opportunities and is usually found on the Account record. 

Guidance for this Planning View is covered under the Account and Opportunity Planning sections respectively.

Entering Your Plan

Overview of User Interface 

Once you have your appropriate Planning Views loaded, you can review and enter your planning data within the Planning Version using the Excel-like user interface. 


Key Excel-like functionalities include: 

  • Resizing Columns and Rows 
  • Collapsing/Expanding Columns and Rows 
  • Copy/Paste values 
  • Zoom In/Out 

In addition, we have Planning Related Actions that can be performed via right-click menu: 


Excel actions: 

  • Copy 
  • Cut 
  • Paste Options 
  • Clear Contents 
  • Sort 

PLNR actions:

  • Comments
  • Tasks
  • Events

Figure 1.51 - Opportunity Planning Content Pop-Up Box

PLNR Actions: Managing Comments 

You can enter Comments on planning views, when looking at a particular cell on the Excel-like interface.


Input Data Into Cells

Steps:


  1. Select the input cell and Right-Click.


If there are Existing Comments, the cell should have an indication at the top-right corner.

Figure 1.52 - Opportunity Planning Existing Comment Indicator

MENU Actions

You will see the menu with Actions you can perform.

Steps:


  1. Click on “Comments”.

This will pop up the Comments box and display any Existing Comments on the cell. 

Figure 1.53 - Opportunity Planning Existing Comments Display

If Existing Comments are present that you previously entered, you can review the comment and choose to “Edit” or “Delete” it.

Figure 1.54 - Opportunity Planning Existing Comments

Save COMMENTS

Steps:


  1. You can enter your comments and click “Save”. 

Figure 1.55 - Opportunity Planning Comments Save Button

PLNR Actions: Managing Tasks

You can enter and review Tasks on planning views, when looking at a particular Time Period for an Account or Opportunity on the Excel-like interface. 


You have to ensure that you have Activities currently being display in the Planning View so you can see any existing Tasks. 

Selecting the task option

Steps:

  1. Select the input cell and Right-Click. 
  2. Choose “Tasks” 

You will see a window pop-up that allows you to create a Task

Figure 1.56 - Opportunity Planning Creating A Task

INPUT TASK DATA

Steps: 

  1. Select the Input Cell and Right-Click.
  • Subject
  • Assigned To (This field is automatically populated with your user. You can always assign the task to another member of your team)
  • Related To (If you clicked on a cell under the account section, the Related To field will automatically relate the task to the account) 
  • Priority 
  • Comments 
  • Due Date (Based on the Due Date chosen, the Task will appear under the corresponding Time Period on the plan)
  • Name (Contact/Lead - You can search for a Contact related to the Account for this specific Task, if applicable)
  • Status 

Figure 1.57 - Opportunity Planning Task Details

Once you create the new Task, it will be displayed on your Plan.

Figure 1.58 - New Task Display

PLNR Actions: Entering Events 

You can enter and review Events on Planning Views when looking at a particular Time Period for an Account or Opportunity on the Excel-like interface. 

You must ensure that you have Activities currently being display in the Planning View so you can see any existing Events. 

Creating An Event

Steps:


  1. Select the input cell and Right-Click.
  2. Choose “Events”

You will see a window pop-up that allows you to create an Event.

Figure 1.59 - Opportunity Planning Creating An Event 

ENTER Event INFORMATION

Steps:


  1. Enter the following information for the Event:
  • Subject  
  • Location 
  • Start Date/Time 
  •  Assigned To (This field is automatically populated with your user. You can always assign the task to another member of your team)
  • Name (Contact -You can search for a Contact related to the Account for this specific Task, if applicable)
  • Reminder Set 
  •  Description 
  •  All Day Event 
  •  End Date/Time 
  •  Related To (If you clicked on a cell under the account section, the Related To field will automatically relate the task to the account) 
  • Remind Before Event

Figure 1.60 - Opportunity Planning Event Details

Once you create the new Event, it will be displayed on your Plan.

Figure 1.61 - New Event Display

Submit your Plan for Approval

Overview of Approval Process 

Once your Plan is ready, you can submit it for approval. You can submit plans at the Account level and at the Opportunity level.

Account Approval Request 

You can submit a plan at the Account level.

Submit for Approval

Steps:


  1. Click on the “Submit for Approval” button 

Figure 1.62 - Submit Account Plan For Approval

Pop-Up Window

Steps:


  1. You will see an Approval Process pop-up window.

Figure 1.63 - Submit For Approval Pop-Up Window

  • Select whether you want to submit all pages of the Plan (used when submitting comprehensive plans or alterations) or only the current page (used when submitting modifications of smaller scope).  
  • Add Comments to the text box (optional). 
  • Click on the “Submit for Approval” button. 
Submission Confirmation

Steps:


  1. Your Account Plan has been submitted for Approval. 

Opportunity Approval Request

You can submit a plan at the Opportunity level.


Submit For Approval

Steps:


  1. Click on the “Submit for Approval” button 

Figure 1.64 - Opportunity Planning Submit For Approval Button

Approval Pop-Up Window

  1. You will see an Approval Process pop-up window.

Figure 1.65 - Opportunity Planning Approval Process Pop-Up Window

  • Select whether you want to Submit All Pages of the Plan (used when submitting comprehensive plans or alterations) or only the Current Page (used when submitting modifications of smaller scope).  
  • Add Comments to the text box (optional). 
  • Click on the “Submit for Approval” button. 

Submitted For Approval

  1.  Your Opportunity Plan has been submitted for Approval. 

Once the Opportunity Plan is submitted, the assigned Manager will receive an email

Figure 1.66 - Manager Approval Email

Reviewing Feedback and Resubmitting 

After a Manager reviews a submitted plan and Approves or Rejects it, the team member receives an email notification inviting them to review the feedback and re-submit. This entails the same steps detailed above. 

Planning Approval

Manager Approval Processes

Once a member from the Sales team submits an Opportunity Plan or an Account Plan for approval, a Manager can review the Plan, make comments on certain plan entries and make an Approval decision on the Plan.

Approval Requests

Email Notification

Anytime a team member submits a plan for Approval, their Manager receives an Email Notification. 

View Request Button

  1. Click on the “View Request” button to go to the Plan Approval screen

Figure 1.67 - View Plan Button

Plan View Link

  1. Click on the "View Plan" link to go to the Plan.

Figure 1.68 - Plan View Link

Items to Approve

Besides receiving an email, a Manager also sees a section with PLNR Items to Approve. 


Steps:


  1. Click on the “View Request” button to go to the Plan Approval screen.

Figure 1.69 - Manager Items to Approve

Approval Types

When reviewing Plan Approval submissions, a Manager is able to perform the following Actions:  


  • Approve All 
  • Reject All 
  • Partially Approve 

You will see the Approval Buttons at the top of the screen when you open a Plan for review.

Figure 1.70 - Plan Approval Types

Approve All

You can Approve all entries without reviewing them individually. 

Steps:


  1. Click on the “Approve All” button.

Figure 1.71 - Approve All

REJECT ALL

You can Reject All entries without reviewing them individually. 


Steps:

 

  1. Click on the “Reject All” button.

Figure 1.72 - Reject All

PARTIALLY APPROVE

Steps:

 

  1. Click on the “Partially Approve” button.

Once you begin approving or rejecting specific individual entries in the plan — covered in the next section, the “Approve All” and “Reject All” buttons will be grayed out, leaving only the “Partially Approve” action available.

Figure 1.73 - Partially Approve

Need to Add Manager Approval Screens...Update Steps and Screenshots


Add user story to refresh the demo org for Atul since Sanjiv made the updates in dev org

You will use this button after you Approve and Reject individual Plan Entries.

Approving Individual Plan Entries

When you open the plan (Account or Opportunity) to approve, the Plan Entries to review are highlighted in Beige.

Figure 1.74 - Approving Individual Plan Entries

Context Pop-Up Box

Steps:


  1. Right-Click on an individual plan entry. A Context Menu will pop-up.

Figure 1.75 - Context Menu Pop-Up Box

CONTEXT BOX SELECTION

Steps:


  1. Select “Approve” from the menu.

Figure 1.76 - Select Approve in Context Pop-Up Window

APPROVED INDIVIDUAL PLAN ENTRY

The Approved cell’s background then turns Green.

Figure 1.77 - Approved Individual Plan Entry

Rejecting Individual Plan Entries 

Context Pop-Up Box

Steps:


  1. Right-Click on an individual plan entry. A Context Menu will pop up.  

Figure 1.78 - Context Menu Pop-Up Box

REJECT ENTRIES

Steps:


  1. Select “Reject” from the menu.

Figure 1.79 - Context Menu Reject Option

The Rejected cell’s background then turns red.

Figure 1.80 - Rejected Plan Entries

Commenting On Individual Plan Entries 

You can add Comments to any individual entry.

Select comment option

Steps:


  1. Right-Click on an individual plan entry. A Context Menu will pop up.

Figure 1.81 - Pop-Up Context Box

Select comment option

Steps:


  1. Select “Comments” from the menu.

Figure 1.82 - Comments Option In Pop-Up Context Box

COMMENTS SAVE BUTTON

Steps:


  1. In the pop-up window, type in your Comment and click on the “Save” button.

Figure 1.83 - Comments Pop-Up Box

NEWLY ADDED COMMENTS

Steps:


  1. The Comment appears within the Comments Pop-Up Window.

Figure 1.84 - New Comment Display 

EXIT COMMENT BOX

Steps:


  1. Click on the “Cancel” button or the cross in the Top-Right Corner of the pop-up window to close it. 

A Red Indicator now appears in the Top-Right Corner of the entry that contains a Comment.

Figure 1.85 - Red Existing Comment Indicator

VIEW NEW COMMENT ON PLAN VIEW

Steps:


  1. To view Comments for an entry that displays a red arrow, simply follow steps 1 and 2 of the “Commenting on Individual Plan Entries” section.

Planning Conclusion

Closing The Planning Cycle

Once all plans have been Approved, the PLNR Admin can close the Planning Cycle.  


Closing the Planning Cycle prevents any further changes to be made to the Plan.  

This is important because it creates a fixed snapshot on which management can perform Analysis, which can also be compared to previous and future Planning Versions. 

Planning Version Updates and Settings

Update Planning Version Status 

PLAN VERSIONS

Steps:


  1. In the “Administration” module, click on the “Plan Versions” tab. 

Figure 1.86 - Plan Versions Tab

SELECT PLAN VERSION

Steps:


  1. Identify the row of the Planning Version you want to close. Under the “Status” column, click on the “Edit” icon of the entry (which reads “Open for Planning”).

Figure 1.87 - Plan Versions List View

CLOSE PLAN VERSION

Steps:


  1. Click on the Drop-Down menu to open the menu and select the option “Closed”.

Figure 1.88 - Close Plan Versions

SAVE PLAN VERSION

Steps:


  1. At the Bottom of the screen, click on the “Save” button.

Figure 1.89 - Save Plan Versions

The Planning Cycle has now been Closed.

Set Default Planning Version for Analysis 

After closing the Planning Cycle, set the Default Planning Version for analysis. This will allow you to report and visualize the data from the Planning version.

Application Settings

Steps:


  1. In the “Administration” module, click on the “Application Settings” tab. 

Figure 1.90 - Application Settings

PLANNING PROCESS

Steps:


  1. In the sub-menu “Planning Preparation”, click on “Planning Process”.

Figure 1.91 - Planning Process

SELECTING YOUR PLANNING VERSION

Steps:


  1. Under the “Default Criteria for Plan View” section, under “For Analysis View”, select the Planning Version you have just closed for planning.

Figure 1.92 - Select Planning Versions

SELECTING YOUR PLANNING MEASURE

Steps:


  1. Under “Planning Measures”, select the Planning Measures to use for Analysis.

Figure 1.93 - Select Planning Measures

SAVE PLAN SETTINGS

Steps:


  1. Click on the “Save Plan Settings” button.

Figure 1.94 - Save Plan Settings

Set Default Planning Version for Planning

After closing the Planning Cycle, set the Default Planning Version for Planning. This will allow you to report and visualize the data from the Planning version.

Application Settings

Steps:


  1. In the “Administration” module, click on the “Application Settings” tab. 

Figure 1.90 - Application Settings

PLANNING PROCESS

Steps:


  1. In the sub-menu “Planning Preparation”, click on “Planning Process”.

Figure 1.91 - Planning Process

SELECTING YOUR PLANNING VERSION

Steps:


  1. Under the “Default Criteria for Plan View” section, under “For Planning View”, select the Planning Version you have just closed for Planning.

(REPLACE SCREENSHOT)

Figure 1.92 - Select Planning Versions

SELECTING YOUR PLANNING MEASURE

Steps:


  1. Under “Planning Measures”, select the Planning Measures to use for Planning.

(REPLACE SCREENSHOT)

Figure 1.93 - Select Planning Measures

SELECTING YOUR PLANNING OFFERINGS

Steps:


  1. Under “Offerings”, select the Planning Offerings to use for Planning.

(REPLACE SCREENSHOT)

SAVE PLAN SETTINGS

Steps:


  1. Click on the “Save Plan Settings” button.

Figure 1.94 - Save Plan Settings