Create a Managed Plan

Learn how to create a managed plan in the studio experience.

Overview

In the studio experience, you can create and configure plans that are managed in a project. Work in a project to predetermine the scenarios that are available, decide the segmentation and timeline of the plan, and configure security to limit users' access to the plan. For more information about using the studio experience, see Studio Navigation and Create a Project.

Prerequisites

Here are some things you may want to do before you create a plan.

Set the plan consolidation currency

The main plan's consolidation currency is the common reporting currency across all plans. For example, the consolidation currency for your main plan is CAD and the consolidation currency for your subplan is USD. When comparing data between these two plans, the currency amounts of the subplan will be converted to CAD.

To set the plan consolidation currency:

1. On the navigation bar, click the User button  > Preferences.

2. Click the Workforce Planning tab on the Preferences page.
3. Select the consolidation currency in the Which currency should the plan values be stored in list.

Create a managed plan

1. In a project, on the navigation bar, click Planning > Managed Plans.
2. Click Create managed plan.
3. In the Create managed plan dialog, type a display name and description.
4. Select a planning model.

   Note: Managed plans are not available for the Headcount and Cost Planning (Classic) model.

5. Click Create.
6. Once your plan has been created, configure the following:
   1. Population: This acts as a filter for your plan population and is optional. If you do not set anything, you’re planning for the entire organization. For example, if you click Add context and you select Gender > Male, then your plan will only apply to the men in the organization.

      Note: Depending on the planning model you select, you may need to set additional context fields such as Retirement Age in the Headcount Forecasting model or Focus Group in the Guided Diversity Planning model.

   2. Segmentation: This determines the rows of your plan. The order here determines the grouping of the data.
   3. Timeline: By default, this gives you one year’s worth of time.
   4. Scenarios: Planning allows you to have different versions of your grid data, these are called scenarios. Creating a scenario in the studio experience predetermines the scenarios that will appear for planners in the published plan. For example, you may have a basic scenario and an ideal scenario.
   5. Security: In order for other users to view your managed plan, you must configure security for the plan. For more information, see Set Managed Plan Security.
7. To preview your changes, on the navigation bar, click Preview Solution.

   Tip: You can use preview to view what the plan will look like before publishing your changes. Any edits made in preview will not apply to the published plan.

8. After reviewing your changes, publish your project to put the changes into production. For more information, see Publish Project Changes.

   Note: The following changes can be made to a managed plan once it has been published:

   • Rename the display name of the plan.
   • Rename a scenario.
   • Add a new scenario.
   • Extend the timeline.

   In order to publish changes, you must make sure the managed plan is not in collaboration and there is no one currently editing the plan.