Modifying Post Plans

In the planning phase, the planner can perform these updates to the post plan based on the requirements that are given:

  • Add or remove post plan rows.

  • Modify post plan row information (for example, change post type, grade, or rank for newly created, not copied, post plans).

  • Add or remove posts in post plan rows, modify post information (for example, number of posts created, post fraction and department for which posts are created.

  • Add KU or KW remarks (change requests) in post plan rows.

Note:

If the administrator adds a new post plan row to the first year of a 2-year plan, the new post plan row will be added to the second year of the plan with the status of Changed. When a post plan row is updated on the first year, the change will be reflected in the corresponding post plan row in the second year as well. For example, if the administrator changes the number of post in a post plan row and saves the change, the target total displayed in the post plan row in first and second years will be updated.

In a newly created 2-year plan, the only action that the administrator can do on the first year regarding posts is to add them to post plan rows (this restriction does not apply if both plan years of a 2-year plan are derived from a copied plan, in which case all active actions are available for use). As for the second year, the administrator can select which actions to perform on posts, how many of them are impacted and update post fraction if necessary. For example, the planner may advise the administrator to decrement or cut a post (as a cost-cutting measure) when the post plan is implemented in the future.

The list of actions that are available for use in the planning phase is established on the Post Management – Setup Action Table page.