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 WorkGrid 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 WorkGrid 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 WorkGrid 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, 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.