Planning Capabilities
Capabilities control access to workflows and configurations available to planners.
Overview
Administrators can assign the following capabilities in the studio experience to control the Planning features and workflows that are available to users:
- Plan Administrator: Everything in Planner, plus set the plan of record for a plan model.
- Planner: Access, modify, create, and share plans.
- Plan Contributor: Access and contribute to plans.
We recommend that you assign the Plan Contributor capability to users who are only required to fill out the workforce plan for their departments (for example, provide plan data, edit headcount, and submit plans to be reviewed). This will allow you to provide a simpler user experience for planners who participate in a limited capacity.
For more information about how to assign these capabilities to users through permissions, see Permission Management.
Breakdown of the planning capabilities
The following table compares the actions, configurations, and workflows that are available across the planning capabilities.
| Task | Plan Administrator | Planner | Plan Contributor |
|---|---|---|---|
| Access to Plans room | Yes | Yes | Yes |
| Create plan | Yes | Yes | |
| Delete plan | Yes | Yes | |
| Create and attach assumption models | Yes | Yes | |
| Edit assumption values in the planning grid | Yes | Yes | Yes |
| Edit plan values | Yes | Yes | Yes |
| Download plan data | Yes | Yes | Yes |
| Import plan data | Yes | Yes | Yes |
| Turn on/off auto forecast | Yes | Yes | Yes |
| Show/hide historical planned values | Yes | Yes | Yes |
| View plan in different currencies | Yes | Yes | Yes |
| View plan structure | Yes | Yes | Yes |
| Modify plan structure | Yes | Yes | |
| Add new plan segment | Yes | Yes | Yes |
| Create a custom plan segment | Yes | Yes | |
| Create plan scenario | Yes | Yes | |
| Create and start collaboration project | Yes | Yes | |
| Submit plan | Yes | Yes | Yes |
| Share plan | Yes | Yes | |
| View who has access to plan | Yes | Yes | Yes |
| Generate plan snapshot | Yes | Yes | |
| Analyze plan metrics in Explore | Yes | Yes | Yes |
| Set the plan of record | Yes | ||
| Copy a plan | Yes | Yes |
Note:
- Use content packages to select the plan models that are available to planners during plan creation. For more information, see Create a Content Package.
- To avoid losing important content, we recommend that you reassign plans before you delete users from the application. For more information, see Reassign Content to Another User.