Consolidate a Subplan

Combine the submitted plan values into the plan.

  1. In Segment view, right-click on the subplan you want to consolidate, and then click Consolidate.
  2. In the Consolidate dialog, select the plan limits you want to consolidate from the subplan.
  3. Click Consolidate.

    Result: The submitted plan values replace the assigned plan values.

Note:  
  • The green Assigned subplan icon indicates that the subplan has been consolidated.

  • If a subplan includes a new attribute or attribute level, and has values for Other Exits, the Other Exits from the subplan will be counted as Involuntary Turnover when it is consolidated into the main plan. Since we don't know how Other Exits are distributed in the subplan, we need to merge these values into Involuntary Turnover to ensure the Expected Exit metrics (Resignation Rate, Retirement Rate, and Involuntary Turnover Rate) are calculated correctly in the main plan. However if you have the Additional Expected Exits plan item enabled, the Other Exits from the subplan will be counted as Additional Expected Exits instead of Involuntary Turnover when it is consolidated into the main plan. If you don't want Other Exits to be automatically merged into Involuntary Turnover, we recommend that you specify the type of exit in your subplan by adding values for Resignations, Retirements, Involuntary Turnover, or Additional Expected Exits at the lowest leaf levels before submitting your subplan for review.

  • Review subplans to ensure they have no conflicts. Consolidating subplans that are submitted with conflicts can result in different Headcount values showing up in the main plan. For instructions, see Solve Plan Value Conflicts.