Creating Multiple Plans from a Plan Template

You can create multiple plans at once without having to define the core parameters individually for each individual plan. This saves time, ensures consistency, and reduces the risk of manual errors.

To create multiple plans:

1. From the Planning Task Launcher tab, click Create Multiple Plans. The Multiple Plan Creation wizard displays.
2. Search for and select the template that you want to use to create the plans.

3. Enter a plan name.

   Note:

   The Plan Name Preview field is automatically populated with the plan name, followed by the dimension you selected in the Multiple Plan Criteria field. For example, if you enter FY26 as the plan name, and you select Time Period Year as your criteria, the resulting plan name preview is FY26 [Project Manager].

4. Search for and select your multiple plan criteria. The criteria you select here determines the dimension used to create multiple plans based on its unique values. For example, if you select Project Manager, multiple plans will be created, segmented by each individual project manager. Therefore separate plans will be generated based on the template you have selected and any filters you apply later.
5. [Optional] Enter a common description for all the plans.
6. If appropriate, select values for the Label, Category, and Sub-Category fields that apply to all plans.
7. Click Next. The Configure Criteria Filters page of the wizard displays. This page enables you to define additional filters applied to the dataset when retrieving data from Analytics.

8. [Optional] Define the additional filters. To do this:

   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:

      • If you selected "Equals" or "Does Not Equal", search for and select the values.
      • If you selected "Contains", "Does Not Contain", or "Starts With", enter the value that you want to use.
      • If you selected "Is Null" or "Is Not Null", proceed to the next step.
   4. To add more filters, click Add Filter and then repeat steps a-c.
   5. Select the filter logic you want to use to filter the data from a data source. For more information about the available options, see Filter Logic Options.
   6. If you select Custom Logic, define the logic you want to apply by entering a value in the Custom Logic field. For more information, see Custom Logic.
9. Click Next. The Configure Template Filters page of the wizard displays. This page enables you to specify values for the editable predefined filters.

10. [Optional] Define the filter values. If all the filter values are locked and cannot be changed, proceed to the next step. For each editable filter, depending on the operator, do one of the following:

    • If the operator is "Equals" or "Does Not Equal", search for and select the values.
    • If the operator is "Contains", "Does Not Contain", or "Starts With", enter the value that you want to use.
11. Click Next. The Configure Relationships page of the wizard displays. This page enables you to select a parent plan for the new plans.

12. Select the scenario you want to use as the parent scenario for the new plans.

    Notes:

    • If the parent scenario no longer exists or is invalid when the multiple plan process runs, the relationships are not created.
    • Unique columns in the child plan are added as new columns to the parent plan.
13. Click Next. The Setup Multiple Plan Creation page of the wizard displays. This page previews the number of plans that will be created and enables you to schedule future executions of the process.

14. If you want to run the process immediately and only once, deselect Schedule and proceed to the next step. Otherwise, define the schedule for future executions of the process. To define the schedule:

    1. Ensure that Schedule is selected.

    2. For Schedule Frequency, select one of the following:

       • Hourly: if you want the process to run every hour.
       • Daily: if you want the process to run once every day.
       • Weekly: if you want the process to run on specific days of the week. You can then select the days.
       • Monthly: if you want the process to run once every month. You can then select a monthly method to determine on which day of the month the process runs.
       Depending on your selection, additional options might be available. More information

       Schedule Process Additional Fields

       Field	Description
       Sun, Mon, Tue, Wed, Thu, Fri, Sat	Only available when "Weekly" is selected as the frequency. Determines whether the process runs on the specific day of the week. For example, if you select Mon, the process runs each Monday at the specified start time.
       Monthly Method	Only available when "Monthly" is selected as the frequency. Determines how to calculate the day of the month when the process runs. The following options are available: "Last Day of Month". Note that this is the last calendar day of the month. If a month ends on a Saturday, the process runs on that day. "Date" "Day of the Month" "Days Before Month End"
       Day of the Month (number)	Only available when "Date" is selected as the monthly method. Determines the date on which the process runs each month. For example, if you enter 15, the process runs on the 15th of each month.
       Day of the Month (picklist)	Only available when "Day of the Month" is selected as the monthly method. Determines on which occurrence of the day selected in Day of the Week the process runs.
       Day of the Week	Only available when "Day of the Month" is selected as the monthly method. Combined with the value selected for the Day of the Month picklist, determines on which occurrence of the day the process runs. For example, if you select "Last" and "Friday", the process runs on the last Friday of each month, regardless of date.
       Number of Days	Only available when "Days Before Month End" is selected as the monthly method. Determines how many calendar days before the end of each month the process runs. For example, if you enter 3, the process runs on January 28, February 25 (non-leap year), March 28, April 27, and so on. Note: If you set this to 1, the process runs on the day before last of each month. If you want to run the process on the last day of each month, use the "Last Day of Month" method.

    3. For Schedule Start Time, select the preferred hour when you want the process to run.

       Note:

       Only the hour part of your selection is used, the minutes are ignored. This is because the system checks for scheduled processes every hour on the hour and then executes them. If multiple jobs are found for the same hour, they are grouped and chained, running sequentially.

15. Click Save.

Notes:

• If there are errors, the process will keep running and simply log all errors. To see the failed processes, go to the Asynchronous Process Jobs tab.
• If a plan with the same name already exists in WorkGrid, the new plan will not be created. This is because all plan names within WorkGrid must be unique. Consequently, the new plan will not appear as a task in the list view of the asynchronous process job.
• If your plan template is configured to display dimension IDs and the dimension IDs are mapped to the dimension value in Analytics, WorkGrid displays the dimension values in the grid. When a dimension value has the same name as another dimension value, a tooltip appears containing the dimension ID.
• If you selected the Delete Obsolete Plan Data checkbox in the plan template, all resulting plans inherit this setting. When you run Update from Analytics, the process overwrites plan data to match the Analytics dataset and deletes obsolete dimensions, measures, and cell values. Adjustments and comments linked to the deleted cells are also removed. For more information, see Updating a Plan with the Latest Data from Analytics and Mass Update From Analytics Process.