Creating a Plan for a Record Page

Depending on how your org is configured, you might be able to create a plan from record pages for other objects using the xP&A Embedded Plan component. For example, your administrator might configure the component to display on the Project record page. In this case, you can create a plan directly from a project record. After you create the plan, it's automatically linked to the project and display on the project's record page. For more information, see xP&A Embedded Plan Lightning Component Properties and contact your administrator.

To create a plan for an existing record or from another object's record page:

1. Open the record that you want to create a plan from.
2. From within the xP&A Embedded Plan Lightning component, click New Plan.

3. Depending on how the component is configured, do one of the following:

   • If the component uses a plan template, the New Plan window displays the Plan Name, Description, Input Data Source, and Data Source Description fields. In this case, follow step 5 to enter a unique name for your plan. For more information, see Creating a Plan from a Plan Template.

   • If the component does not use a plan template, the New Plan window displays, do one of the following:

     • Blank - To create a blank plan, see Creating a Blank Plan.
     • Template - To create a plan from a template, see Creating a Plan from a Plan Template.
     • Data Source - To create a plan from a data source, see Creating a Plan from a Data Source.

After the plan is created, it is displayed on the record page.