Creating a Plan from a Plan Template

You can create plans in Extended Planning and Analysis from existing plan templates.

Before creating a plan from a plan template, ensure that:

  • You have at least one plan template already created.
  • You have been assigned the CRM Analytics Platform User permission set.

To create a plan from a plan template:

  1. On the Plans tab, click New. The New Plan window appears.
  2. Select Template and click Next.
  3. Search for and select the plan template that you want to use to create the plan. If templates you expect to see are not displayed, contact your administrator. This might be due to an error in the Template Definition field in the plan template.
  4. Click Next. The Input Data Source and Data Source Description fields are automatically populated from the plan template and you cannot change them.
  5. Enter a unique name for the plan.
  6. [Optional] Enter a description for the plan.
  7. [Optional] Search for and select a rate table to link to the plan.
  8. Click Next.

  9. [Optional] Define the dataset filters. If all of the filter values are locked and cannot be changed, proceed to step 10. To define the dataset filters:

    1. Search for and select the dimension whose values you want to filter.
    2. Select the operator used when applying the filter. For more information about the available options, see Operators.

    3. Depending on the operator that you selected, do one of the following:

      1. If you selected "Equals" or "Not Equals", search for and select the values.
      2. If you selected "Contains", "Not Contains", or "Start With", enter the value that you want to use.
      3. If you selected "Is Null" or "Is Not Null", proceed to the next step.
    4. To add more filters, click Add Condition and then repeat steps a-c.

  10. [Optional] To create a relationship for the new plan:

    1. Click Add.
    2. Select the parent scenario you want to use. Only plans with at least one valid parent scenario are displayed.
    3. Click Save.The new relationship displays in the Plan Relationships table.
  11. Click Save.