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, if your administrator has configured this component for the Project record page, you can initiate plan creation while viewing a specific project. Once you create the plan, it automatically links to that project and becomes visible on its record page. For more information, see xP&A Embedded Plan Lightning Component Properties and contact your administrator.

To create a plan from a record page:

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

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

   • If the component uses a plan template, follow the steps to create a plan from a plan template. For more information, see Creating a Plan from a Plan Template.
   • If the component does not use a plan template, follow the steps to create a plan from a blank plan or a data source. For more information, see Creating a Blank Plan or Creating a Plan from a Data Source.

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