Adding an RPG Plan

Professional Services Cloud

You can enter plan data records by time periodClosed for Regions, Practices, and Groups. A related list exists in each Region, Practice and Group, where you can add plan data:

  1. Click New Region Plan in the Plans related list on the object that you want to add the plan to.
  2. Complete the fields described in Region, Practice, and Group Plan Fields.
  3. Click Save.

To edit existing Plan Data, edit the record for the Region, Practice, or Group's corresponding time period from the related list.