The Plans Toolbar

Learn more about the tools you can use when creating your plan.

You can find the Plans toolbar at the top of the planning grid. The following table describes the tools that are available.

Tool		Action
	Undo	Undo an action.
	Redo	Redo an action.
	Reset plan item	Reset all plan values to the baseline values.
	Project values	Turn on or turn off automatic projected values. Or Update the baseline period to change how projected values are calculated. For more information, see Change the Baseline Period. By default, plan values are automatically forecasted each time you edit your plan. Depending on the size of your plan, it may take time for the projected values to generate. Note: If you have a large plan, we recommend that you turn off automatic projected values for a faster editing experience. After you make your edits, click Project values to generate the projected values.
	Lock/Unlock	Lock individual plan values to prevent editing. A locked plan value does not change when values are projected or rolled forward. Or Unlock individual plan values for editing.
	Distribute this value down	After editing a parent level cell, distribute the value down to the child level cells.
	Roll this value up	After editing a child level cell, roll the value up to the parent level cell.
	Roll this value forward	After editing a cell, roll the value forward to future periods.
	Roll up plan item from leaves	Roll all plan values from the child level cells up to the parent level cells to resolve any conflicts.
	Fit to limit	Automatically calculate the maximum headcount that can be hired without going over the set headcount or cost limit.
	Show/Hide Tracker	Turn on the collaboration tracker to see an overview of subplan activity. Or Turn off the collaboration tracker. Note: This tool only appears when you have assigned a subplan to a subplanner.
	Assumption models	Create, attach, and manage assumption models for your plan.
	Grid settings	Show plan values from prior periods (periods that occur before your baseline period). These values are shaded grey and cannot be edited. Or In Collaboration mode, display submitted plan values on the planning grid to compare with assigned plan values.
	Display currency	Change the display currency.
	Activity	See detailed plan activity for the current plan and subplans, such as comments, modifications, and collaboration events to track changes and troubleshoot your plan. Download the plan activity log as a CSV file. You can filter the output by plan, event type, and date range.
	Batch subplan actions	Perform bulk actions on subplans. For example, assign or reopen multiple subplans at once. Note: This tool only appears in collaboration mode.
	Explore	Visualize and further analyze data from the plan. For more information, see Explore Plan Data. Create and manage Exploration Snapshots for fixed plans. For more information see Exploration Snapshots.
	Download data as spreadsheet	Export plan data to edit values in a third-party application, create a data backup, or transfer over to other systems.
	Upload spreadsheet	Import plan data back into Visier after editing values in a third-party application. For more information, see Edit Plan Values in Bulk.