Creating a Plan from a Plan Template

You can create plans in WorkGrid 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, Default Unit Dimension, 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. [Optional] In the Output Data Source field, search for and select an output data source.
  9. Click Next. The Configure Dataset 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. [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 or child scenario are displayed.
    3. From the Type column, select a relationship type.
    4. Click Save. The new relationship displays in the Plan Relationships table.
  12. Click Save.
Notes:
  • 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, the plan inherits this setting. When you run Update from Analytics, the process overwrites the 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.
  • When creating a relationship, unique columns in the child plan are added as new columns to the parent plan.