How to Create an Auto-Generated Plan

You create an auto-generated plan from inside a component.

Before You Begin

To create a generated plan, you must belong to a user group that has Create, Edit, and Delete permission on the folder that contains the component for which you want to generate a plan.

Steps

1. From the navigation menu, choose Components.

   The Components page lists the components that are already checked in.

2. Click Change Folder.

3. Specify the name of the folder in which to create the component, and click Change to Selected Folder.

   The Components page now lists the components in the specified folder.

4. Click the name of the component that you want.

   The Details page for that component appears.

5. In the Component Procedures table, select each procedure to include in the plan.

6. In the bottom row of the Component Procedures table, click Generate Plan With Checked Procedures.

   The generated plan's Advanced Edit page appears.

7. In the Plan field, type the new plan's name.

8. Click Check In.

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   Note –

   You might see this message: Warning - plan names and/or paths differ. This message indicates that you specified a plan name that is different from the plan name specified in the XML model. The XML model is updated according to what you type in the plan name field.

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9. Confirm the component check-in.

   1. Verify that you specified the correct plan name.

   2. If necessary, select the component's new version number.

   3. Click Continue to Check In.

   The new plan's Details page appears.